The legal and regulatory scheme is set up in favor of life insurance companies to the detriment of the agents and customers. The imbalance of duties imposed upon a life insurance agent in the sale of ...

Lately, I’ve been thinking about something that is critically important but doesn’t get enough discussion among insurance and financial professionals: How do we effectively reach and engage potential ...

On January 28, 2025, the Financial Services Regulatory Authority of Ontario (“FSRA”) published Proposed Rule 2025-001 (the “Proposed Rule”), which builds on recent amendments to the Insurance Act (the ...

Two tax attorneys and a life insurance agent have been convicted by a jury of conspiring to commit tax fraud through a fraudulent scheme they called the Gain Elimination Plan. This was the subject of ...

Matt Richardson is the senior managing editor for the Managing Your Money section for CBSNews.com. He writes and edits content about personal finance ranging from savings to investing to insurance.

The leadership team of a life insurance agency has gathered for its quarterly planning meeting. Their topic for today: How to help agents increase production across the various lines of business. Of ...

This is the third year I’ve published a life insurance agent’s to-do list. The list represents my humble attempt to suggest ways for agents to be more productive and effective in the year ahead. A few ...

Ontario's Financial Services Regulatory Authority (FSRA) has refused to renew the life insurance and accident and sickness ...