June 2015

My Experience with Advocis by Gardy Frost

When I first started in the business in 2003, I was encouraged to join Advocis. I didn’t really know why except my peers who were doctors, lawyers, accountants, even realtors were all members of their respective associations, so I just thought it was what you did as part of being a professional.

The Perils of Procrastination by Jamie Chisholm

I work in life insurance in a corporate capacity, not advisory, but after spending all day living and breathing insurance, the last thing I want to do on my personal time is review my own needs. Sure, my husband and I have life insurance. I just never got around to the living benefits. Like any client, I had excuses. “We’re young and healthy.

The Role of the Institute Representative by Jamie Chisholm

The Institute for Advanced Financial Education (The Institute) is a Canadian designation body for financial services practitioners. The Institute manages the Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations.

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