Saturday, February 20, 2010
You are likely aware that March 1, 2010, is the deadline for contributions to an RRSP account to get a deduction from your 2009 income tax. You may also be aware of the Tax-free Savings Account that was introduced last year. Should you use one, both, or neither? The answer depends on your personal circumstances and [...]
Wednesday, February 17, 2010
My shared passions of insurance and education clearly met yesterday morning. The plan was to write a blog entry about various components of disability insurance, along with another one adding to what I have written about travel insurance. With a shift of focus, though, the subject of informal learning became first and forefront. Blogs can [...]
Thursday, February 11, 2010
I was trained to use the telephone to make appointments for face-to-face meetings where relationships are developed and business is conducted. But that is not always how the potential, or current, client wants it to occur. With work, family, and other commitments, time is precious. I’m seriously rethinking my approach. As insurance and financial advisors, we have an [...]
Just to let you know, I decided to return to my business earlier than expected. While my focus is on life, disability, travel, and other health related products, I can certainly help with RRSP and Tax-Free Savings Account needs. As we approach the RRSP deadline, I anticipate meeting with current and new clients to assist with their [...]
Tony’s Distance and E-learning Blog