Monthly Archives: October 2014


Rethinking Retirement

An end to mandatory retirement will change the way advisors plan for clients’ post-work lives. By Michael BertonThe rules of retirement are changing. Last April, lawmakers in Ontario announced their intention to end mandatory retirement, and New Brunswick, Manitoba, Quebec, Alberta, Yukon and Prince Edward Island have already amended their laws. Regardless of when a [...]

2016-10-19T16:36:08+00:00October 8th, 2014|Lifestyle, Planning, Retirement|

The Term Rut

Timing is everything when converting clients from term to permanent insurance. By Michael BertonYou’ve just finished gathering and analyzing the financial and lifestyle information for a new client, Sarah, and made the initial determination she should acquire a life insurance policy worth $500,000. But what type?   You get some quotes from the life insurance [...]

2016-10-19T16:36:08+00:00October 2nd, 2014|Planning|