RISE Professionals’ Post

Teaching 30 new licensed agents how to help families create generational wealth thru investing & insurances! Do you want to learn how to use govement accounts such as TFSA, RRSP, FHSA & insurances? Let’s set up a meeting and discuss!

✈️Want to help your grandchild take a life-changing gap year? Start an IUL policy early, and by the time they’re ready to explore the world, they’ll have access to the cash value needed to fund their adventures. 👉 DM me to learn how an IUL is a smart financial tool for life’s big adventures. #GapYear #ExploreTheWorld

Planning to enter this year's #ITClaimsAwards? We officially open for entries on 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 𝟭𝘀𝘁 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 but you can preview the categories, submission questions, rules and terms & conditions of entry at https://bit.ly/3SbgSDV. #InsuranceTimes #CelebrateExcellence #InsuranceTimesEvents   

Financial professionals from NAIFA and Finseca are on Capitol Hill this week to share with policymakers how the #LifeInsurance sector provides financial protection to families in good times and bad. Read more from ACLI’s Jill Kozeny on the importance of public policies that strengthen #FinancialCertainty: https://bit.ly/4bPVzjt

Ash Brokerage - When Maximum Funding Life Insurance Makes Sense HELP YOUR RETIREMENT CASH FLOW - When your objective is to increase your future retirement cash flow, paying the highest possible premium into a cash accumulating life insurance policy may make sense. https://buff.ly/3uwSuFc #AshBrokerage #AshAnswers #LifeInsurance #MaxFunding

Our May 13th Client Update is out! Get the latest financial tips and see what we've been up to. #DOWealth #PrinceAlbert #ClientUpdate

Check out our #whitepaper on differential #pricing co-authored by Massimo Cavadini, Davide Burlon, PhD and Ahmud Damry. Our experts shed light on recent and future regulatory developments and their impact on #insurance pricing strategies, market volatility and customer behaviour. Download now: ➡ https://ow.ly/s8AB50QumNH

🎉💸 Embark on a Financial Adventure! 🚀 Dive into the Excitement of Paying Voluntary National Insurance Contributions for Previous Years. Ready for a thrill in your financial journey? ✨ Our latest blog is your go-to guide for paying voluntary National Insurance contributions from the past! Join the adventure of unlocking opportunities here: https://lnkd.in/emTxFB7z #FinancialThrills #NIContributionsAdventure #UnlockOpportunities #TreyBridgeInsights 🚀💰

Starting next year, an interim levy to fund New Zealand's Fire Service & Emergency Services will see an increase from 0.106% to 0.1195%. This change, approved in August 2023, is crucial for businesses to note as it impacts the overall cost of insurance premiums. Why is this important for you and your clients? With our Commercial Rebuild Valuations, we offer a specialised FENZ Levy Calculation. Our approach: ▪️ Provides a detailed elemental breakdown to identify exempt items not subject to the levy. ▪️ Ensures an accurate FENZ Calculation, potentially reducing the levy cost compared to the standard indemnity value. Our deductible item calculations are calculated on a per item basis and not an overall percentage basis, be aware that by doing it in a percentage basis could get you a substantial fine by FENZ if found inaccurate. In an era where every penny counts, and insurance premiums are on the rise, accuracy in these calculations is more important than ever. Our team is here to ensure you’re not only compliant but also optimising costs for your clients. Reach out for a detailed discussion or to arrange a quote for a Commercial Rebuild Valuation. Plus, sign up to our newsletter for insights like these straight to your inbox. 🔗 Subscribe now: https://lnkd.in/gcsqNm6z #FENZLevy #InsuranceUpdate #CommercialValuations #AccuracyMatters #StayInformed #SubscribeNow

We're proud to support new actuarial science research conducted by Canadian universities through the CIA Academic Research Grant Program! 🌟 Our latest report highlights several funded topics, including insurance losses due to natural catastrophes, pandemic business interruption insurance, long-term care insurance and more. 📊 Explore the report to learn about the impactful contributions to actuarial science. #ActuarialScience #ResearchGrants #Insurance #Pension #Academia #Research