November 21, 2014

Free Money                                                                      

Estimated reading time: 60 seconds .

Here are 3 ideas to help you find money, make money and save money.

1 - Find Money

May 9, 2014

CBC Marketplace strikes again

Estimated reading time: 45 seconds

CBC Marketplace has warned consumers again about Canadian banks offering imperfect advice and unfriendly insurance products.

They went undercover seeking financial advice from the country's top 5 banks and financial institutions….and….spoiler alert….the results are scary.

March 12, 2014

5 Reasons why insurance companies don’t want you to review your policies

Estimated reading time: 30 seconds

Everyone knows that insurance companies pay attention to details.

The degree of due diligence they exercise before issuing a life insurance policy often includes a careful review of your driving record, financial profile and family health history.

September 4, 2013

A big-hearted cardiologist

Estimated reading time: 25 seconds

Charitable planned giving is my favorite professional pastime.

Given the choice, most people would prefer to pay less income tax and leave more to their favourite charities.

June 20, 2013

Never Assume Anything (including emails delivered)

Estimated reading time: 45 seconds

“Never assume anything” Heard that before? Me too…at least a million times.

Yes, it’s a cliché, but it always ring true!

June 14, 2013

Happy Father's Day - gift included

Estimated reading time: 30 seconds

Happy Father’s Day!

This post is dedicated to my late father, of blessed memory, who died of a sudden heart attack in 1974 at the age of 50.

June 5, 2013

Truth or Consequences

Estimated reading time: 35 seconds

Telling the truth is an essential virtue, especially when it comes to dealing with insurance companies.

A schoolyard fib gets denounced with 'liar, liar pants on fire', but an insurance fib can carry disastrous consequences.

May 23, 2013

I was planning to procrastinate …

Estimated reading time: 45 seconds

I was planning to procrastinate, but never got around to it.

How many of us don’t put off important things we know we should have done yesterday?  Do you envy those super-efficient types who are so punctual, organized and always put together?  Don’t they sometimes infuriate you.... with yourself?

May 14, 2013

Offense or Defense…where to start?

Estimated Reading Time: 40 seconds

The NHL hockey playoffs are now underway and eternally optimistic Toronto Maple Leaf fans (1967 was our last Stanley Cup) witnessed a heartbreaking collapse last night when our beloved team blew a 4-1 lead in Game 7.  That was painful.

Today the “mourners” are  at the water cooler and all over the media discussing the  relative importance of Defense and Offense.

May 9, 2013

Beware of Doing it Yourself

Estimated reading time: 30 seconds

I've always admired the talents of people on cooking and renovation shows.  Project oriented magazines like Popular Mechanics have fascinated me since I was a kid.

But the very thought of dealing with a project of any size causes nervous palpitations before pulling out my dusty toolbox. My affliction of two left hands breeds unvarnished respect for talented do it yourselfers - they truly deserve it.

May 3, 2013

Trading on Inside Information?

Estimated Reading time:  35 seconds

We started telling people about Critical Illness Insurance in a big way with a radio campaign launched in March 2005. You can listen to some of our ads here.

The subsequent milestones make us feel very proud, and I won’t bore you with them now. They are all here if you care to read them.

April 23, 2013

Insurance Medicals

Estimated reading time: 55 seconds

Most people don’t like taking tests.

The risk of failure and embarrassment is reason enough to avoid tests, even when fully prepared.

April 16, 2013

Cancel What?

Estimated reading time: 45 seconds

If you call your cable or wireless provider to cancel your service or switch to another company you will automatically be transferred to a member of the customer retention department. Their job is changing your mind.

If you call me to cancel an insurance policy you will automatically be told to get a complete medical first.

April 3, 2013

Guaranteed Issue CI is now available 24/7

Estimated reading time: 45 seconds

I am delighted to announce a new online program we just launched with Manulife Financial to help every Canadian get affordable Critical Illness Insurance protection on a guaranteed basis without a medical.

Most people buy life insurance to protect their family but never consider the possibility of what happens if they get sick.

March 6, 2013

You are what you read

It’s been said that twenty years from now, in a reflective moment of self-evaluation, it will occur to you that the biggest impact on your own personal growth and development resulted primarily from 2 things: the people you met and the books you read.

I make it a point to ask successful clients, mentors and other people I admire what books made an impact in their lives - and along the way some wonderful gems have reached the summit of my bookshelf.

When people ask me to recommend a good self-help book, I tell them about a great one that was originally recommended to me by a special mentor: "How I Raised Myself from Failure to Success in Selling".

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