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 [...]
Filed in Uncategorized
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Also tagged advisor, Advocis, agent, broker, CE, CE credit, CFE, CHS, CLU, continuing education, Edmonton, professional designation
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Saturday, August 27, 2011
In its 57th year, the Advocis Banff School was held at the Banff Centre, from August 21 to 25, 2011. This is a continuing professional development (CPD) and networking experience for financial and insurance advisors and planners, run on a volunteer basis (including speakers) by advisors for advisors. It was my first year attending. In [...]
Filed in Education
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Also tagged advisor, Advocis, Banff Centre, Banff School, CE, CHS, CLU, continuing education, continuing professional development, CPD, Edmonton, health, life, RHU
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There are two areas where pre-existing conditions and stability periods can affect you with your travel insurance policy. Policies do differ, and I find that one may be better than other for a given set of circumstances. This is an important part of your contract to understand, as it can make the difference between whether [...]
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 [...]
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 [...]
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 [...]
This article was originally published as a page on my site. I have decided to remove it and replace it with a blog entry. Here it is, slightly edited: I like being asked the question, “Do I need insurance?” This means that the person is not politely walking the other way once it is known [...]
Just as I published tipsheets some time back, I am going to prepare some considerations for business owners and executives. I’ve been sketching my ideas to share, but I also wonder what you are concerned about. If you think of personal financial security, or risk management, what questions or concerns do you have? Is there [...]
Thursday, December 18, 2008
Creating an online Money Management seminar is something I have been thinking of for some time, and I think that now is the time to move ahead. I would, however, appreciate a little input. Here’s what I have in mind as an initial session. Participants would be led through a process to identify their cash [...]
Filed in Budgeting, Finances for Women, Financial Planning, Insurance, Investment Planning, Uncategorized
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Also tagged cash flow, Edmonton, group benefits, income protection, inventory, money management, net worth, Reflections on Wealth, RRSP, seminar, Tax Free Savings Account, Tony Ratcliffe
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Tuesday, December 9, 2008
There are four questions that I like to pose. For most, the answers should lead to the conclusion that a discussion of Living Benefits with your insurance advisor is in order. Here they are: 1. Do you know someone who has had cancer, a heart attack, or a stroke, or another serious health condition? 2. Did he or she plan [...]
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