Keyword
Advocis
When can a broker fire a client?
April 13, 2022 by Alyssa DiSabatinoOn top of selling insurance, brokers are also tasked with managing client relationships. But what happens when a client doesn’t mesh with their broker? “Sometimes it just doesn’t work out,” says Jack Mazakian, vice president of Advocis Broker Services. “You’re…
73% of polled Saskatchewan voters “strongly oppose” taxing insurance: poll
September 19, 2017 by Canadian UnderwriterThe majority of Saskatchewan voters oppose the provincial government’s decision to add provincial sales tax (PST) to a range of insurance products, according to a poll conducted by Maple Leaf Strategies. In May, the Government of Saskatchewan announced that PST…
Making things fast, simple and transparent important for Millennials: speaker
November 15, 2016 by Angela StelmakowichProviders dealing with Millennials must have a clear value proposition and understand the importance of communicating in a way that is most comfortable for their clients, David Nugent, WealthSimple’s portfolio manager and chief compliance officer, suggested Monday during an event…