Work, Success & Entrepreneurship

Does Your Role as an Advisor End After a Claim Has Been Settled?

Does Your Role as an Advisor End After a Claim Has Been Settled?

As life insurance advisors, we’re called on field as the most valuable player when a client of ours passes away- to show up with the cheque for the dependents, no matter what. In the lifecycle of serving a client, this is really one of the most crucial moments.  And different advisors have their own philosophy around how they deal with the claims settlement process.  You could either only do what’s…

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Bouncing Back From Screw-Ups in Business- A Case Study

Bouncing Back From Screw-Ups in Business- A Case Study

I believe there is always room, especially when humans are involved, for some level of errors to take place. Now the reality of the matter is, in the real world it’s unlikely that you’ll be able to go through life without screwing up. I’ve been in the life insurance and financial services business for the last 21 years and of course, there are…

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Dear Business Owners, Have You Had Your Daily Dose of Positivity?

Dear Business Owners, Have You Had Your Daily Dose of Positivity?

I know everyone is talking about how much the world has changed in the last few weeks. It has, but we’ve been in the tumult of a change and uncertainty for a while now.  Economies and businesses have been seeing declining numbers for the last year, or more, certain asset classes have been performing poorly, leverages held by banks on…

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