Section
Insurance
43 posts
Could annuities help clients live longer?
Wealth Strategist Ben Rizzuto discusses findings from a recent research paper that raises an intriguing possibility: In addition to insuring against longevity risk, annuities may actually help support longevity itself.
When the Asset Stays but the Tax Bill Arrives
Using permanent life insurance for estate liquidity in Canada
The Coverage Clock: When Should a Canadian Family's Life Insurance End?
The question Canadian advisors are asked most often about life insurance is the wrong one. "Term or permanent?"…
Everything in Order, Nothing in Place: The Hidden Liquidity Crisis in Business Succession
Listen on The Move A business owner can spend a lifetime building something extraordinary, and still have…
From Survival to Excellence: What Performance Psychology Reveals About Human Potential
Dr. Gio Valiante on why most people underperform, and what to do about it
The Coverage Confidence Gap: What the TD Insurance Survey Reveals About Risk Canadians Are Taking Without Realizing It
A new TD Insurance survey, released August 5, 2026 and available here1, lands a pointed diagnosis of where…
When Families Finally Talk About Money
The conversation most advisors avoid is the one Traci Garnett-Froscheiser has made the foundation of her entire practice.
The Subscription Model Gateway to [More] Lifelong and Next Generation Clients
For most of the financial advisory industry, the client relationship begins with assets. For Daniel Friedman, CEO of…
What is The Impact of Automated Life Underwriting on Independent Advisors?
What does automated underwriting actually do to the independent life advisor's business? The research answers neither triumphantly nor…
Who Holds the Risk When Insurance Walks Away?
Schroders Capital's latest research reframes natural catastrophe as a systemic financial question, not an insurance industry problem
You Don't Need to Know Everything. You Need to Know Who Does.
Michael Wills of PPI Makes the Case for the Team-Based Approach to Insurance Planning
The Conversation Canadian Advisors Are Not Having Enough
Insurance, risk, and the gaps that cost clients most
Fraud Is No Longer the Fine Print: What a Recent Survey Says About Canadians' Insurance Anxiety
by AdvisorAnalyst Editorial Team Canada's relationship with insurance fraud is getting complicated, and a new survey from Aviva…
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.