Thursday, February 2, 2012
Continuing education (CE) credits are required by different organizations, particularly in relation to maintaining professional designations. The Institute for Advanced Financial Education (The Institute) is no exception for the Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations I hold. The annual requirement is 30 hours of credit approved by The Institute. My [...]
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Tagged advisor, Advocis, agent, broker, CE, CE credit, CFE, CHS, CLU, continuing education, Edmonton, Insurance, professional designation
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I called a company with a question about the product I purchased. Left message on voice mail. A short time later, a woman calls back and identifies herself. I said, “it is your signature on the box!” She replies, “that’s why I wanted to call back right away.” Thanks, Julie, that service solidified me as [...]
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As one of the ‘living benefits’ in insurance, we often speak of income replacement in the event of disability. We look to coverage through group benefits at work, and the benefits of a personal policy cannot be underestimated. However, there are people whom would typically be missed by such coverage. The newly self-employed, unemployed, those with [...]
If you are self-employed, you may be aware of new Employment Insurance special benefits: maternity, parental, sickness, and compassionate care. An important date to keep in mind is April 1, 2010. If you register by this date, you will be able to make a claim starting January 2011. If you register after this date, you [...]
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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 [...]
Thursday, November 26, 2009
As indicated in my website announcement, I will be “Away at the Games.” This is an opportunity I cannot pass up, working with Contemporary Security Canada at the Vancouver 2010 Olympic and Paralympic Winter Games until the end of March. My attention will be focused in this area, so updates to Reflections on Wealth are [...]
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Well, perhaps not really a rumour, as I’ve often talked about having two passions! From this website and blog, you definitely know me as being in the insurance industry. You may also know that I love to talk about distance learning, both as a lifelong learner and as an educator. It may come as no [...]
Also filed in Biography, distance education, Education
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Tagged Chartered Life Underwriter, disability, e-learning, Edmonton, educator, insurance guy, learning technologies, life insurance, living benefits, money guy, PhD, Registered Health Underwriter, researcher, Tony Ratcliffe
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Tony’s Distance and E-learning Blog