This page is dedicated to MDRT members in Canada. Below, you’ll find this month’s featured tool, book, and video spotlight. Stay tuned to see what will be highlighted next month!
We loved seeing so many Canadian members at the 2026 MDRT Annual Meeting in Anaheim! Greetings from a few members pictured to the right.
We hope you’ll join us in Orlando, Florida, for the 2027 MDRT Annual Meeting!
Tool Spotlight: ChargeCard
Running out of battery at the wrong moment can disrupt productivity and communication. The ChargeCard Wireless is a slim, credit-card-sized power bank designed to fit conveniently in your wallet while providing reliable charging when you need it most.
Made from durable laser-etched stainless steel, the ChargeCard features 20W fast magnetic wireless charging, allowing you to power your device without carrying extra cables. Whether you are traveling between client meetings, attending conferences, or working remotely, this compact tool helps keep your devices charged and ready throughout the day.
Book Spotlight: The Essential Canadian Gude to Insured Buy-Sells
Life insurance can play a key role in helping business owners deal with the financial risks and obligations which may arise from the death of a business owner. Acquiring the appropriate type and amount of life insurance, structuring ownership of the life insurance and understanding the tax rules that can apply on death are all critical to ensuring the owner’s interest in the business transfers to business partners or family members on a tax effective basis. This often requires a properly drafted buy-sell agreement and other estate planning arrangements including wills, powers of attorney and family trusts.
This Guide provides advisors and their clients with an in-depth discussion of how life insurance can be used to facilitate the transfer of a business on the death of a business owner, as well as provide funding for taxes and other liabilities that can also arise on death.
Explore the book by clicking HERE to purchase.
Video Spotlight: Tim Daniel Clairmont, MSFS, LACP: “My Three-Step Process for Every Review Appointment”
Learn a simple presentation that can help you match clients’ goals with their income and their assets in a single image. Using easy-to-understand language and analogies, Clairmont will help you quickly build trust and understanding to move clients forward in your planning process. The idea takes a client around four quadrants of when they should touch their money, educating them about which assets are best for which purposes and where the risks are that might need protecting.
Watch the session by clicking HERE.
Join us in Boston, Massachusetts, USA, November 9-11, at MDRT EDGE. This is a peer-driv1en event where advisors share what’s working. Attendees leave with ideas they can use right away to grow a client-focused practice. This year, MDRT EDGE is open to both members and nonmembers. Members can also bring a business partner.
Meet Your Canada Member Outreach Team: If you know someone who qualifies but has not yet joined MDRT, feel free to connect them with the Canada Member Outreach Team. They are available to answer questions and explain how MDRT membership can create long-term value for their practice!
