New capability surfaces active accounts, automates notifications, and closes a critical gap in estate security. SASKATOON, Saskatchewan, January 20, 2026--(BUSINESS WIRE)--Cadence, a Canadian ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Revolutionary Solution Recognized for Filling Unmet Need in Estate Planning WASHINGTON, September 07, 2023--(BUSINESS WIRE)--Sunset Technologies, a company focused on helping consumers with estate ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Estate planning is about as much fun as getting a root canal. Unless ...

Protecting assets against loss is a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for the use and benefit of clients as well ...

Winnipeg-based Great-West Life Assurance Co. (GWL) and its sister companies, Toronto-based Canada Life Assurance Co. and London, Ont.-based London Life Insurance Co., have launched a new series of ...

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial Group (NYSE:LNC) today launched Lincoln WealthPreserve ® 2 Survivorship Indexed Universal Life (SIUL) for couples or business partners looking to insure ...

NEW YORK (August 30, 2022) — Next Level Real Estate Asset Protection: Comprehensive Strategies for Investors by Clint Coons, the founding partner of Anderson Business Advisors, is now available. The ...

Last week, I was bemoaning the protection gap but suggesting that advisers were well placed to close it with differentiated proactivity through advised protection sales. I suggested that, even at a ...

New capability surfaces active accounts, automates notifications, and closes a critical gap in estate security. Cadence, a Canadian technology company transforming how families and institutions manage ...

Winnipeg-based Great-West Life Assurance Co. (GWL) and its sister companies, Toronto-based Canada Life Assurance Co. and London, Ont.-based London Life Insurance Co., have launched a new series of ...