The Globe and Mail, Joel Schlesinger
While broaching the subject with clients can be tricky for advisors as they run the risk of appearing opportunistic, discussing life insurance has more merit than ever before, says Cynthia Kett, principal at Stewart & Kett Financial Advisors Inc. in Toronto.
“I probably bring [insurance] up pretty close to the first meeting I have with potential clients … [because it’s] one of those defensive financial planning strategies,” she says.