Welcome to eFORUM! The newsletter of influence for financial advisors Created by the editorial team of FORUM magazine, eFORUM delivers Advocis members content they can use in their everyday communications with clients. Designed to inform and help advisors, eFORUM features practice management, insurance, tax, and estate planning strategies. Look for eFORUM in your inbox four times a year.
Please send any feedback to Deanne Gage, Editor, FORUM Magazine. |
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| What’s New at Advocis As the cool autumn wind marks the end of another summer, things are breezing along at Advocis as well! A few highlights include: - The return of Symposium, which will be hosted for the first time ever via Zoom on November 10th at 2:00 p.m. EST.
- An opportunity from CALU for webinar content from their member-only AGM for Advocis members.
- The upcoming launch of our campaign for Financial Literacy Month, scheduled to kick off on October 29th.
- Another annual tradition continues with the Update 2020 National Webinar, featuring four great interviews with group discussion activities in a facilitated, full-day session.
- The beat goes on with Advocis Coffee Talks, featuring even more espresso-sized webinars exclusive to members with CE accreditation on top.
Stay safe, stay warm, and enjoy this edition of eFORUM! |
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| | By Michael Camacho and Stephen Fine
October 28, 2020
For many Canadians, and in particular snowbirds, Boomers, and seniors, the COVID-19 pandemic has created a great deal of uncertainty with respect to upcoming travel plans and travel emergency medical insurance coverage. It is still unclear when travel restrictions will be lifted and Canadians will feel safe to travel again.[..] Read more
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| | By Jamie Golombek and Debbie Pearl-Weinberg
October 28, 2020
Clients who lost their job as a result of COVID-19 most likely would have been receiving the Canada Emergency Response Benefit (CERB). The CERB was originally launched in March 2020 and was the government’s principal emergency benefit for individuals, offered to both employees and the self-employed. As of August 30, the CERB has paid out $72.6 billion in benefits to 8.7 million unique Canadians.[..] Read more |
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| | By Andy and Mia Torr
October 28, 2020
These days, it’s more difficult than ever to build trust with new networking contacts. If you’re attending online events, it’s hard to stand out from all the other “talking heads” and make a real impression. If you’re attending events in person, it’s even harder to cut through all the anxiety and suspicion that everyone seems to feel.
So how does one build trust with new contacts in the “new normal”?[..] Read more
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| | By Kelly Maxwell October 28, 2020
We are seeing extinction in the business world due to the current conditions brought on by COVID-19. Will your business survive or thrive in this changing environment?
The good news is the financial services industry itself is not endangered. In fact, in uncertain times like these, advisors are needed more than ever. This time should be viewed as an opportunity versus a hindrance.[..] Read more |
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| | By Kevin Wark
October 28, 2020 Insurance advisors will be very familiar with the benefits of designating a beneficiary under a life insurance policy. The proceeds of the policy flow outside of the estate, and are paid directly to the named beneficiary upon submitting proof of the insured’s death. Also, where the insurance is payable to the spouse or children of the life insured (or in Quebec, to family members of the policyholder), the proceeds are generally not subject to claims of the deceased’s creditors. Similar creditor protection also extends to insurance proceeds payable to an irrevocable beneficiary. [..] Read more |
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| | By Donna Starr October 28, 2020
We have all had that one underperforming employee. That employee whom despite our best efforts, countless conversations, direction, advice, encouragement, and support is not progressing or making changes. The one that we are convinced we can “fix” only to see minimal progress not sustained. [..] Read more |
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