Did you know that divorced women often are given a court order to put life insurance in place for a stipulated period of time with their ex-spouses as the irrevocable beneficiary?
Clients want tailor-made plans. Women advisors deliver
With life insurance so many people don’t know what they don’t know and therein lays your opportunity to make such a significant “external influence”.
Although record numbers of women are significant financial contributors to the family finances, their life insurance coverage levels have not kept up accordingly.
Canada's women may not be taking full advantage of financial opportunities because of misconceptions about investing, according to the 11th annual TD Waterhouse Women Investor Poll.
Suzanne Sharma, Associate Editor – Canadian Insurance Top Broker, will be reporting live from the Investing In You Conference in Toronto, Wednesday, May 4th. This year’s theme is Vision, Value, Voice. The conference showcases stories from dynamic female advisors. Attendees will be provided tools to develop a deeper vision for the future of their practices, […]
Reader alert: For more information on the female market, stay tuned for our third-annual women’s issue, which will launch at Investing in You, our annual women’s conference, on May 4. When Patricia Lovett-Reid’s stepfather died two years ago, the senior vice-president of TD Waterhouse Canada thought she was going to take over her mother’s finances. […]
Women in Capital Markets is pleased to announce the winners of the 2010 WCM Executive Coaching Award Program, sponsored by BMO Nesbitt Burns. This is the third year of the program, which provides career coaching and development services from Felix Global Corp. to qualified senior women working in the capital markets in Canada.
A large percentage of women clients deliberately seek out women advisors when they’re looking for financial services. Results from our first-ever survey focusing on this demographic reveal 60% of the polled female advisors’ client base is made up of couples, while female clients, whether single, divorced or widowed, make up a full 25%. Considering female […]
An interesting thing happened when we started crunching the numbers from our 2008 Annual Dollars & Sense Survey. That survey, which delved deeply into client life stages, found a large percentage of older women clients (people who were widowed or had experienced late-life divorce) had chosen female advisors. Those numbers were corroborated by comments from […]