Canadian Life and Health Insurance Association Inc.

Financial Literacy

fin lit

Want to learn about life and health insurance?

  • Check out our resources below
  • Our members have on-line information and tools
  • Talk to an advisor
CLHIA Consumer Publications
Helping you make informed choices about life and health insurance.

Virtual Shoebox
Keep track of your important personal and family documents – everything from insurance policies, bank accounts, investments and mortgages to health records and will and estate information.

Glossary of Insurance Terms
Ever wonder about the difference between the insured and the beneficiary, an application and a policy, a deductible and a premium? We've got you covered on these and other commonly used industry terms.

Talking to an advisor? Here are some questions to ask:

  • How long has the advisor been in business?
  • What company or companies does he/she represent?
  • Does the advisor belong to a professional association?
  • Has the advisor qualified for professional accreditations?
  • Is the advisor licensed in your province?
  • Will the advisor provide references from other clients?

Make sure your advisor is a qualified professional

Ask your advisor if they belong to a professional association, like Advocis (The Financial Advisors Association of Canada) or the Independent Financial Brokers of Canada.
Advocis is a voluntary professional membership association of financial advisors and planners in Canada. Advocis members are committed to a Code of Professional Conduct, are required to complete 30 hours of professional development each year and to uphold a high best practices standard.Independent Financial Brokers (IFB) is a not-for-profit Association representing independent insurance, mutual fund and other financial service professionals. IFB includes education and training among the services it provides to its members.

Related Documents

Face-to-Face with Financial Literacy

Foresters celebrates Canadian Financial Literacy Month

Clear communication at work for insurers, doctors and patients

Financial Literacy Update

You may want to enable spell check for UPPERCASE words in Microsoft Word

News Release

Some thoughts from Dave Johnston, President and Chief Operating Officer, Great-West Life, on the importance of clear communication in his company and our industry

A picture is worth much more than a thousand words: The power of infographics

CLHIA Named to National Steering Committee on Financial Literacy

Keeping Quebeckers interested in their finances, one communication at a time: A message from clear communication champion Isabelle Hudon

Case Study
CLHIA's new clear language glossary of insurance terms