JULY2018

INDUSTRY NEWS – July 2018

LIFE & LIVING BENEFITS

  • Flex Term – policy fee  vacation  – details HERE
  • Are you leaving money on the table? Watch the video HERE
  • Cost-efficient Whole Life solution for your healthy clients – details HERE
  • LIA E-app – details HERE

  • Promoting Visitors to Canada Travel Insurance is Easy – more HERE

  • Smart App update – HERE
  • UL in 2 minutes – watch the video HERE
  • Be Prepared for the Unexpected CI Facts HERE
  • Learn more about the BMO Insurance Whole Life Plan! – details HERE

  • Revision of Disability Rates – details HERE
  • High-end, Simplified issue disability insurance – details HERE

  • Rate Changes – details HERE
  • Special Rate on Term Insurance – details HERE
  • Why Complicate Insurance – use term – details HERE
  • AML Program Update to remain compliant – more HERE
  • Policy owner Dividend Scale – more HERE
  • Explaining underwriting decisions to your clients just got simpler – more HERE

  • Add a personalized commercial to your website with your contact information- view sample commercials : HERE
  • Loyalty Program – details HERE

  • CI Protect 20 and Protect 20 Plus – details HERE
  • Fast & Full Life App. earns 10% more than paper! – details HERE
  • Insight | July 17

  • Summer Sweepstakes with EZcomplete – details HERE
  • EZcomplete® online application reduces time-to-issue by an average of 5 days! Log in for details HERE
  • Advisor Code of Conduct – HERE 
  • Online PDU | Preferred Pricing | UL Fund Facts | Details in the Edge Newsletter HERE
  • 2018 Dividend Scale – details HERE

  • Update on Identity Theft – details HERE
  • Doing more for Members and their Families – more HERE
  • Add Sizzle to your Sale – more HERE
  • Quit Smoking Incentive – details HERE
  • Children’s Insurance Benefit video – watch it HERE

  • With Guaranteed Access – All your Clients are Accepted – details HERE 
  • Riders Now Available with Assure&Go – details HERE
  • Simplified Life Insurance with AccessLife – details HERE

  • Ready to share content for clients – details HERE
  • Underwriting Update – details HERE
  • A new way to share marketing material – details HERE
  • It’s even easier to use E-App – details HERE

  • Term insurance renewal letter – details HERE
  • CI & Millenials – tools to help you – details HERE
  • IA Connected    June 4  |  June 18
  • CI product release  – details HERE Answers at your fingertips: ACB, beneficiaries, policy summary – details HERE
  • EVO platform – details HERE

  • Manu & PAR – better together – more HERE
  • July  Infosource HERE
  • New summer Advisor Focus – help clients prepare for the future – details HERE
  • New Communication – Reason Why Letter – HERE
  • As a Matter of Law – Capacity assessments could become the new normal for beneficiary
    designations – read more HERE

  • Have you tried SLi’s new, unique and ground-breaking Non-Face-to-Face (NF2F) platform. Complete an application with only voice authorization – no signature required! The NF2F platform is now available on iapplication.caWebinars Tuesdays at 2pm : Click Here      Fridays at 10:30am: Click Here
  • Specialty Life sale you make between June 11 and August 31 will pay you an extra 10% in First Year Commission (FYC)! For additional information, new application and more updates, please visit  slinsurance.ca
  • Specialty Life offers unique solutions to clients that would otherwise be deemed uninsurable. With up to $300,000 in coverage available, there is no medical condition, no matter how serious or recent, that would disqualify a potential client from acceptance. P
  • Guaranteed Issue up to $50,000
  • Lenient residency rules
  • Unique underwriting preliminary assessment
    —- get all the details HERE

  • Engage with your clients on Social Media – learn how HERE
  • Extreme Disability Benefit – details HERE
  • Offer an all-in-one insurance solution to your clients – Learn more HERE 
  • Term Plus – more than just life insurance – details HERE
  • Universal Life and Estate Protection – A Winning Combination – details HERE

INVESTMENTS

article of interest :  Regulators release model disclosure document for seg funds – read the full article HERE

  • New Funds to BMO GIF – more HERE
  • You and your client no longer need to apply for GIF 100/100 Prestige Class – details HERE
  • SPIA RPP Additional Information Form and Application – Read more

  • 6 New Seg Funds – details HERE

  • RESP  Enrollment | Indexia Funds and more HERE
  • NEW GRANT Apps – HERE
  • Series 75/ 100 – Electronic Reset – more HERE
  • Fund Fact sheet HERE 
  • IA Connected  |  July 16

  • Changes to Investment Accounts – more HERE
  • Investment Account: New No Redemption Fee  Options – more HERE

 

  • Canadian Securities | Seg fund changes | and more – latest Infosource HERE
  • Changes to Seg Fund Contracts – No Load Sales Charge Option – details HERE 
  • Seg Fund additions, closures and other changes – more HERE

  • Demography influencing inflation and interest rates – read more here
  • Fund Additions and Changes – details HERE
  • Loan Insurance with Term Plus – details HERE
  • Quebec’s rules concerning transfers from a LIF to an RRSP or a RRIF – details HERE

COMPLIANCE CORNER

IMPORTANT  REQUIREMENTS  effective immediately :

  • GROUP INSURANCE ; File Management – details HERE
  • The Summary of Sales Acknowledgment template has been updated so that it now meets CLHIA and all provincial compliance requirements, it has been updated in the compliance section of our website.  Please destroy previous versions as they will no longer be accepted after March 15th, 2018This form must be complete with detailed answers, please destroy previous versions of this form as they will no longer be accepted.  All forms have been updated in the compliance section
  • Notice of Replacement  –  When and for who?  Is Replacement Notification Necessary?