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 [...]
Wednesday, April 29, 2009
I will never forget a situation that a colleague described in my first year or two as a financial advisor. He talked of a client who came in for his annual review. The client proudly told the advisor that he had purchased disability insurance as had been recommended. While this step was good, his advisor could [...]
Filed in Financial Planning, Insurance, Investment Planning, Uncategorized
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Also tagged annual financial review, critical illness, education savings, Financial Planning, group investment, guaranteed income for life, health & dental, key person, life insurance, long term care, partnership agreement, retirement savings, segregated funds, shareholder agreement, tax-free savings, travel insurance
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Asking how much life insurance you need is a darn good question. There are many considerations, and two people in the same situation may have subjectively different views. In this post, I will discuss how I go about determining the answer. When thinking of life insurance needs, don’t just think of many years away when [...]
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