Advisors Open a Healthy Dialogue

Nobody ever expects it to happen to them, but when it does it can be financially devastating. TERRY ZAVITZ, PRESIDENT, ZAVITZ INSURANCE If I bring it up, people feel more open to talk about it. People don’t have to suffer in silence. ALEXANDRIA SHAM, INSURANCE ADVISOR, RBC INSURANCE

ADVISORS’ REPORT CARD


When he’s training insurance advisors, Jon Copple always suggests they ask clients this simple question: Do you know what you’d do if you couldn’t go to work tomorrow? It can be hard for clients to wrap their heads around that, says Copple, Director,...

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