05/22/2026
Part of the fiduciary duty of care is to include income replacement/ disability in the planning discussion. This is part of the strength of co-operators holistic approach - insurance and investments work together, in careful coordination, to protect families and create wealth. We proudly partner with The Edge Benefits' flexible, cost-effective, and guaranteed-issue coverage to satisfy this important need when appropriate for financial plans! If you're a independent business owner without coverage, we should talk!
Advisors have a duty of care beyond the quality of their advice — timing and communication matter