Section
Insurance
30 posts
Closing the Gap: Why Indexed Annuities Belong in the Retirement Conversation
The math of retirement has never been more unforgiving. Longer lifespans, compounding healthcare costs, and persistent market volatility…
The Human Edge: Why Behavioral Finance Is the Advisor's Best Defense Against AI
Edmund Chien, behavioral finance coach and public speaker, cuts through the noise around AI to reveal what advisors should actually be building right now.
On the Poverty of the Word "Need"
A philosophical reckoning with the language of life insurance planning — and what it conceals.
The Gap in Every Client File: The Conversation Advisors Keep Skipping
Listen on The Move You don't need to become the insurance expert — you just need to…
Term Insurance's Quiet Boom: How Canada's Most Competitive Life Insurance Product Is Being Reshaped by Demographics, Debt, and Price Wars
The numbers are hard to argue with. Individual term life insurance policy sales in Canada rose 3.9% in…
The Legal Gap No One Talks About: What Every Young Adult Needs Before a Crisis Hits
Advisors who treat legal documents as an estate planning afterthought are leaving families dangerously exposed. A new Reuters…
The Language Problem at the Heart of Life Insurance Sales
There is a gap in every life insurance conversation that most advisors never close. It is not a…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
The Income You Were Never Shown
There is a word in retirement planning that does the work of concealment while appearing to do the…
Why Wealth Advisors Keep Leaving Insurance on the Table — and What It Costs Their Clients
A conversation with Jaclyn Nemethy, Senior Director of Strategic Relationships at PPI, cuts to the heart of one…
Canada's Life Insurance Gap: The Quiet Crisis No One Is Selling Into
Canada's life insurance gap has left 8.4 million households exposed. Closing it will take more than better products.
The Business of Being Professional: Why Life Insurance Agents Must Stop Chasing the Wrong Identity
The identity crisis haunting the life insurance industry did not begin yesterday. It began, as industry veteran Jim…
Simplified Issue Insurance: Closing the Coverage Gap One Partnership at a Time
There is a number embedded in Alain Thériault's April 2026 report1 on simplified issue individual life insurance that…
When the Business Owner Won't Ask for Help
Most clients don't fully understand what they have. Many won't use it when they need it. The advisor's job is to bridge that gap before it becomes a crisis.
Critical Illness Insurance: A Market Built for Breadth
The Canadian critical illness insurance market has come a long way from its modest beginnings in 1995. What…