RRSP season? Try UL season

In a Canadian Life and Health Insurance Association (CLHIA) survey conducted a little over a year ago 75% of respondents said they look to their financial advisor for estate planning advice and on average it had been five years since they were approached to review...

RRSP Season and the 250% Rule

Did you know that RRSP season is a great time to remind your Universal Life (UL) clients of the 250% rule? Because 80% – 90% of all UL sold in Canada has been sold on a minimum funded basis, RRSP season is the ideal time to consider the advantages of...