Choosing the right insurance broker is a big decision; this is a person you will need to trust to manage your personal needs and finances. It is very important that you are at ease and comfortable with your broker acting on your behalf in certain situations. Read through these insurance questions to put past your broker before you make any major decisions.
Yes, and you will get expert advise on the best way to proceed.
Yes. All agents and brokers in Canada must carry professional liability insurance.
Yes. All the agents and brokers handle life insurance, annuity, segregated funds, RRSPs, etc. Some may not be licensed for mutual funds.