Section
Insurance
38 posts
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.
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…