Some Human Resources professionals deal with employee questions and concerns about their group benefits (insurance, investments, pension), or lack thereof. Whether it be through a seminar, short articles, or other means, what are the questions for which you think they would like to see more answers? By all means, if you are a manager or [...]
The 2010 World Critical Illness Road Show came to the Fairmont Hotel Macdonald in Edmonton yesterday, and I had the opportunity to attend. Until last year, there have been six World Critical Illness Conferences held within Canada. The Road Show is visiting different locations across Canada for 2010. Next year, the Conference will be held [...]
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 [...]
Travel insurance is not confusing for most. They pay for their trip and the travel agent recommends they purchase it. A decision is made to buy or not to buy. But, what are you getting or giving up, and what other options are available? With business trips and winter vacations in mind, I hope this [...]
Also filed in Travel Insurance
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Tagged baggage, delay, Edmonton, emergency medical, hospitalization, living benefits, pre-existing, travel insurance, trip cancellation, trip interruption, vacation
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This is probably a good time to provide this reminder, as I have just purchased my travel insurance for a short trip out of province! Many think of travel insurance for out of country travel; far fewer consider it when traveling out of province but within Canada. Your provincial health care will cover hospital visits and [...]
This is published as a guest post from my friend, Steve Gillis (www.moneyinyourjeans.com). Since he has been affected by a critical illness, and had insurance coverage in place from when he was an agent, he is motivated to tell others about his situation. I encourage you to follow Steve’s blog where he educates about financial literacy [...]
Wednesday, September 30, 2009
Not everyone wants to go through the underwriting (determining eligibility) required with traditional life, disability, and health insurance products. Depending on age, amount of requested coverage, and current health, the traditional process may be very quick or it may take considerable time. There are usually medical underwriting requirements, and there can be financial underwriting and more. [...]
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In previous entries, I wrote about some of the financial planning basics that I address with clients. You may have worked through some of it, but my experience tells me that procrastination and a busy life often puts it to the side to be dealt with later. There may be a quicker way to get this [...]
You spend time worrying about risk management for your company, but do you periodically review your personal financial risk management needs? Knowing that the answer is often, “no,” here are a number of areas that you may wish to consider and discuss with an insurance/financial advisor. Buy-Sell Agreements As a shareholder or a partner in [...]
Also filed in Financial Planning, Uncategorized
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Tagged Alberta, business overhead expense, buy-sell, critical illness, disability income, disability insurance, Edmonton, financial advisor, group benefits, key person, living benefits, long-term care insurance, Lunch 'n Learn, personal financial risk management, travel insurance
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