Tag Archive: insurance

May 02

Mortgage Insurance: How much of a gambler are you?

House in hands.

Mortgage insurance is offered by most financial institutions every time you renew your mortgage. Many have no guarantee it will pay out until they do the under-writing after you die. How much of a gambler are you?  Mortgage Insurance v Life Insurance Mortgage Insurance When you apply for a mortgage, most financial institutions will ask if you …

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Jan 03

What do you mean my family has to wait for money from my life insurance?!

man holding umbrella with word insurance

Did you know that if you don’t name a beneficiary on your life insurance policy, your family might not have access to those funds for months or even years?  The funds will be added to your estate and governed by your will.  You don’t have a will?  That’s a discussion for another day. Make sure …

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Mar 13

KYC – Finger Lickin Good!

No, it’s not about chicken! Knowing and understanding your clients’ needs is crucial to providing excellent customer service and increases your retention.  This applies to all businesses.  We sometimes forget that.  I’ll use finance to explain and wrap it up for you at the end. KYC = Know Your Client.  If you haven’t done one …

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