Inter-Generational Wealth Transfer

« When you talk about insurance or financial security planning, the important thing is to understand what role the insurance product needs to play. But there’s an overall understanding of insurance that everyone should have. There is a perspective that everyone should hold when it comes to life insurance and financial security planning, and that is […]

Understanding How To Communicate Insurance

« Being a lifetime Montrealer gives me the insights and the privileges to be able to understand the pulse and the beat of what makes them entrepreneurs, what makes them tick. So the programs that I present are the same, it’s the communication that’s adapted so that we all understand the importance of the products, and […]

The Insurance Product Is Misunderstood

« The insurance product is really misunderstood in a lot of ways. I’m not sure that it’s as misunderstood as it is taboo, because no one really wants to talk about death, and that makes it a difficult subject to approach. One of the challenges in Montreal that I have noticed over the 40 years that […]

The Domino Effect Of Life Insurance

« There is a very unique aspect to the products that I sell, whether they be owned personally or corporately, and that is the fact that every single time a product is put into place, it is designed to protect someone’s financial security. There is a massive medium or long term impact to the community in […]