August 2017

Bringing Clarity to Estate Planning: The FAIR Plan

The FAIR Plan is only available in Ontario at this point in time.

 

The estate world is changing quickly. That’s why we’re making it easier for you to stay one step ahead.

Recently, we announced a preferred price on the Certified Executor Advisor (CEA) designation program for advisors affiliated with FHG. The CEA program provides the practical knowledge necessary to advise executors in the course of their duties. Empowering dialogue prior to death with those who have both risk and vested legal responsibilities creates significant planning opportunities.

Expanded Horizons: Proposed reforms to small business taxation

Has politics ever been this exciting? 

Our very own Prime Minister recently graced the cover of Rolling Stone magazine, while the President of the United States is a former reality TV star. Now, perhaps more than ever, it is important to filter the noise and ascertain what matters.

Almost lost in the recent noise was the signaling for an overhaul of the Canadian tax system by The Honourable Bill Morneau, Canada’s Minister of Finance.

The launch of APEXA

As you may have heard, an innovative new system is about to hit our industry.

The new system—APEXA—is an industry-built, cloud-based solution for life advisor contracting and compliance, available to all life insurance carriers, Managing General Agencies (MGAs), and life insurance advisors, across Canada.

Financial Horizons Group (FHG) has been heavily involved in this project for the past four years and is excited for its imminent launch.