R.G. Packman and Associates MGAs Canada Insurance Brokers Services Brokers Canada

Insurance Broker Services Canada

Broker Education Overview | Articles | Useful Links

Access to Education Programs
Local Business Career College Course Workshops - EPC, RHU, LLQP, CFP, CLU Sunday, February 28, 2010 The Business Career College is offering workshops starting as early as March 2010 for EPC, RHU, LLQP, CFP and CLU For more information please contact Liza Cheong at 613-792-3385 ext 114 or lizacheong@rgpafin.com Read This Article
Living Benefits
Costs for Care Monday, May 31, 2010 Economic Impact "Huge" for Breast Cancer Patients Read This Article
General
Article re Commissions on Self-Employed Life Insurance Salespersons Own Life Wednesday, February 17, 2010 Information about a recent ruling... Read This Article
Buy/Sell Arrangements Monday, May 31, 2010 Read This Article
What is an MGA? Thursday, July 03, 2008 A history lesson: Until the 80’s or so, most insurance companies would recruit, hire, train, motivate and manage their agency in order to build a block of profitable business. In any major... Read This Article
Only nine per cent of Canadians factor health care expenses into retirement savings Tuesday, April 15, 2008 TORONTO, Ontario (February 15, 2008) - Sun Life Financial survey reveals health care costs in retirement a concern, but few are taking steps to address it A recent Sun Life Financial survey reveals... Read This Article
Line of Credit a taxing matter Tuesday, February 05, 2008 by Jamie Golombek \| Jan 26, 2008 The ability to write off interest paid on an investment loan is critical to the financial success of many leverage strategies employed by investors. What's... Read This Article
Canadians want LTC, but sales are still slow: Survey Monday, November 12, 2007 November 09, 2007 \| Mark Noble Canadians are worried about their long-term health care needs in retirement, even though their uptake in buying long-term care insurance remains relatively flat,... Read This Article
Preserve Your Client's Wealth with Long-term Care Insurance Monday, June 05, 2006 So you think you've done a pretty good job of working through your client's financial plan — their retirement is funded, their tax-exposure is optimized, their health is covered with a critical... Read This Article
Investor / Stranger Owned Life Insurance - Manulife's Compliance Policy Thursday, February 22, 2007 Manulife has come out with a new compliance policy on investor-owned, stranger-owned life insurance it addresses a growing insurance issue: investor-owned (IOLI) or stranger-owned life insurance arrangements. An... Read This Article
Feedback from our Critical Illness Questionnaires! Monday, January 29, 2007 Advisors have already started sending back the Questionnaires for their chance to win great prizes! Top answers were, 1) If you were given $50,000 what would you do with the money? - Top answer... Read This Article
Opportunity Knocks: Show clients how to make their mortgages tax deductible. Wednesday, February 14, 2007 Canadian homeowners don’t have the option to write their mortgage interest off their taxes. Or do they? What if your clients could convert their mortgage debt to an income stream that would fund... Read This Article
Turn Taxes Into Profit For Your Family or Business Wednesday, October 25, 2006 The Problem You prudently invest as much as possible into RRSPs every year. Unfortunately, there are maximum limits you can put in your registered investments on an annual basis. Once you have run... Read This Article
Protect Your Business With a Buy/Sell Agreement Wednesday, October 25, 2006 The Problem You are the owner of a closely held corporation. If one of the shareholders dies prematurely, your business could suffer immediately. Creditors could become uneasy, customers may shop... Read This Article
Three Essential Steps To Efficient Estate Planning Wednesday, October 25, 2006 The Unintended Heir “…and to the Taxman, I leave half of my retirement savings.” If you were writing your will today, would you include a gift to the tax collector? Many Canadians... Read This Article
Strategy looks like a revolution: Making your mortgage tax-deductible Friday, February 23, 2007 Four years after Fraser Smith self-published an eponymous book named the Smith Manoeuvre, the mortgage industry has seized on his technique for helping Canadians make home mortgages tax deductible. About... Read This Article
Not Getting Any Younger: A Look at Long-term Care Insurance in Canada Tuesday, April 01, 2003 By 2011, Statistics Canada predicts that one-fifth of the Canadian population will be age 60 or older. It's expected that 1.5 million of these seniors will suffer from some kind of disability during their... Read This Article
The Invisible Employee: Making the Case for CI Insurance to Small Business Owners Wednesday, October 25, 2006 Small business owners have a great need for critical illness insurance; however, many agents find it difficult to sell CI to this group of people. One of the most frequent laments I encounter is that... Read This Article
Avoiding Long-term Care Talk Puts Everyone at Risk, Consultant Warns Friday, June 18, 2004 Financial planners who fail to discuss long-term care insurance are putting their clients and their practices at risk, according to Patty Randall, a national consultant on long-term care and author of... Read This Article
Talking to Clients: Critical Illness Insurance Tuesday, August 08, 2006 Are your clients worried about the financial damage an illness could do to their retirement savings? If so, now may be the time to initiate a discussion with them about owning a critical illness insurance... Read This Article
Advisor Forum Update: Critical Tips on Selling Critical Illness Insurance Saturday, October 11, 2003 The statistics are depressing but very real. At least some of your clients — or their family members — will suffer a heart attack, stroke, cancer, diabetes or some other critical illness.... Read This Article
How To Turn Your Business Card Into A Power Marketing Tool Wednesday, October 25, 2006 First impressions are everything when it comes to image marketing. Take a moment to consider the message your business card is sending to potential clients. Does it make a silent pitch for your company's... Read This Article
Great Ads: The Secret Formula Wednesday, October 25, 2006 There's a secret formula to great advertising, a process by which an ad is conceived and comes to life. We all know that a great ad can bring dozens of new customers and thousands of dollars in new... Read This Article
How You Can Attract Customers and Beat The Competition with a Winning Marketing Plan Wednesday, October 25, 2006 It's no great secret that planning is the first key to success in any business venture. A sound marketing plan helps you define who you are and how you differ from the competition. It outlines both... Read This Article

"Robert is full of integrity and dependable. He says what he’s going to do, and keeps his promises."

Fred Bowie
CEO

Canada Retirement Information Centre

More Packman Reviews

Premium GIC Rates
July 29, 2010

Term	Rate
1 Year	1.870%
2 Years	2.500%
3 Years	3.050%
4 Years	3.180%
5 Years	3.410%

Rates subject to change. Call us for an exact quote.

Home | About Us | Our Staff | Staff Directory | Community Involvement | Photo Gallery | Careers | Packman Reviews
Products | Join Us | Why Us? | Events & Seminars | Packman News | Broker Education Overview |
Broker Education Articles | Broker Area | Useful Links | Contests | Site Map | Privacy Policy | Contact Us

© 2006 - 2010 R.G. Packman & Associates Ltd. All rights reserved. Legal Disclaimer.
Web development and Web design by Envision Online Media Inc.

**DFS Investments Disclaimer:
Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds investments. Mutual funds are not guaranteed and are not covered by the Canadian Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. This site do not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation. This site is intended for Canadian residents only and the information contained herein is subject to change without notice. DFS Investments will not be held liable for any inaccuracies in the information provided. References in this site to third-party goods or services should not be regarded as an endorsement of these goods and services. The owner of this site is not liable for any inaccuracies in the information provided.