Inflation concerns is shifting to recession fears. The strategy is to look for the thematic winners of this decade, not the previous one.
June 22, 2022
Topic: Digital tools
Need to make a change to an in-force insurance policy? EVO lets you get the job done fast, with e-signature - now available for almost all change requests, even those requiring underwriting analysis!
June 17, 2022
Reflections surrounding a potential recession have started to circulate in the media. Here are a few suggested approaches you can take when discussing with and trying to help any clients who have concerns.
June 17, 2022
Be the first to discover IN YOUR INTEREST! - the freshly ground espresso of financial news, concentrated in less than 10 minutes.
Episode 1: "What's an investor's worst enemy?
June 10, 2022
Topic: Web and Social Media
What is Meta Business Suite?
Launched in September 2020, Meta Business Suite is your one-stop shop for managing your professional Facebook page.
June 9, 2022
Topic: Insurance
Discover how term life insurance adapts to the changing needs of businesses with a range of the most complete and flexible products on the market.
June 7, 2022
Topic: Insurance
Clients who own businesses often have the same dilemma: using life insurance to protect their business from the risks surrounding the loss of a key individual or to finance a shareholders’ agreement, without compromising the business’ liquidity position.
June 3, 2022
Topics: Savings, Investments, Economic news
Secure your clients’ retirement in the context of market volatility.
May 30, 2022
Topic: Insurance
To better support you with our term life insurance, which is now more competitive than ever, we are proposing two new client brochures.
May 27, 2022
Topic: Savings
The new 2022 Information Folders and Fund Facts documents can now be downloaded from the Document Centre or ordered from your fulfilment centre.