Tag: Life Insurance Adviser

Can Tech-Based Life Insurance Products Compete with the Hands-On Service of an Advisor?

Can Tech-Based Life Insurance Products Compete with the Hands-On Service of an Advisor?

As a life insurance advisor, when the time to keep my promise arises, it’s a huge release for me because I can keep my word of showing up with the cheque when the worst happens. But what also comes with that is an emotional loss, as my clients are also my friends and this relationship becomes a big part of each other’s lives.  “Basheer…

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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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Equalize Your Estate with Life Insurance

Equalize Your Estate with Life Insurance

Your Life Insurance policy can become a key estate planning tool to help ensure a fair distribution of your assets amongst your heirs. The Challenge Your estate is much more than just money. It is a complex collection of a lifetime of valuable assets including your business, your home and other property, your savings and perhaps other heirlooms that are…

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