News & Updates

LLQP vs. HLLQP: The Ultimate Guide to Choosing Your Canadian Insurance License

Introduction The Canadian life insurance industry is dynamic, offering rewarding career opportunities with excellent income potential and the satisfaction of helping clients protect what matters most. Whether you're exploring a career change or just starting your professional journey, obtaining the proper license is your essential first step. However, many aspiring…

Read more

Latest

Ethics and Professional Responsibility Credits – Jason’s Corner

We are nearing the end of the year, and it’s time to make sure you have all your continuing education in good order. I find most advisors have sufficient credits…
Read more

Associations and Memberships – Jason’s Corner

I belong to several different organizations and try to attend a wide variety of conferences. Those who follow me on Twitter (@jasonwattbcc) know that I recently attended two very interesting…
Read more

Continuing Education with BCC – Jason’s Corner

It’s September, the start of the school year, and time to start thinking about education. We’ve taken a good look at our Continuing Education offerings and I have some updates.…
Read more

Regulatory Updates: FP Canada and Insurance Council of BC – Jason’s Corner

Given that our theme for this quarter is compliance and regulation, it’s timely that I have the chance to talk about two regulatory changes. Both are welcome changes that will…
Read more

Compliance and Investment Licensing – Jason’s Corner

I have had several questions and conversations of late about what licensing is required to transact in securities. This article is a summary of those conversations but is not a…
Read more

Life Insurance Needs Analysis

In the final month of our focus on risk management, I am going to pick on a pet peeve of mine from the life insurance sector. I continue to see…
Read more

Financial Planning and Risk Management — Jason’s Corner

Financial Planning and Risk Management — thinking past the the three predictable risks: Like many of my students, I started my career in the insurance side of the financial advisory…
Read more

Risk Management and Advisor Education — Jason’s Corner

As discussed in our March newsletter, the theme for the second quarter of 2022 is Risk Management. I’m going to take this discussion in a slightly unconventional direction. You might…
Read more

CE Drive: What to expect in 2022 — Jason’s Corner

Our CE Drive podcast continues to roll along, and I wanted to take this opportunity to give you some updates about it. I love producing the podcast ¾ I find…
Read more