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Are rules governing seg fund sales adequate? | Investment Executive

Published: May 8, 2023

Regulators are drafting new guidance that may lead to revised life insurance licence requirements

Source: investmentexecutive.com

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British ColumbiaLaurent MunierDavid BenamronMeagan BalaneskiCarlos CardoneCapital Partners IncFinancial Services Regulatory Authority Of OntarioHealth Insurance Association IncBotica Financial GroupSafe Pacific Financial IncCanadian Council Of Insurance RegulatorsLife Licence Qualification ProgramCanadian Insurance Services Regulatory OrganizationsAligned Capital PartnersInvestor EconomicsCanadian CouncilInsurance RegulatorsTony ToyKevin DorseCanadian LifeSafe Pacific FinancialSunny KocharHexavision EnterpriseFinancial Services Regulatory Authority

Participating whole life: What it can and can't accomplish

Published: April 28, 2023

Advisors should “show a less rosy picture” than the DSIR

Source: advisor.ca

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Don PlettellJean SalvadoreDavid BenamronAndrea FrossardPlettell Financial Estate Planning LtdA Financial GroupBotica Financial GroupOffice Of The Superintendent Financial InstitutionsCanada LifeSun LifeFinancial GroupPlettell FinancialEstate PlanningFinancial Institutions