On 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…
The 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…
Providers 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…