MAY 2018

INDUSTRY NEWS – May 2018

LIFE & LIVING BENEFITS

  • Are you leaving money on the table? Watch the video HERE
  • Cost-efficient Whole Life solution for your healthy clients – details HERE
  • Not all simplified CIs pay 95% of all CI claims – Critical Protection does – details HERE
  • LIA E-app – details HERE

  • Learn more about the BMO Insurance Whole Life Plan! – details HERE
  • NEW Term rates! NEW Term plans. Perfect time to streamline your business with BMO SmartApp! – details HERE
  • 2018 Federal Budget Review – HERE
  • New Level COI and Term 100 rates – details HERE
  • Smart App makes getting eSignature easy!  details HERE

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

  • Policy owner Dividend Scale – more HERE
  • Explaining underwriting decisions to your clients just got simpler – more HERE
  • Backdating rules for New Business and Client Service – details HERE
  • The new life-only paper application
  • Updated Living Benefits Software – get it HERE
  • Identify your clients needs with the Needs Analysis Calculator – get it HERE

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

  • Fast & Full Life App. earns 10% more than paper! – details HERE
  • Insight    May 9 
  • Introducing Solution 30 and reduced rates for Solution 10 & 20! – details HERE
  • Close the sale in less time – read more HERE
  • Life Insurance Articles to Share with your Clients – HERE

  • 2018 Dividend Scale – details HERE
  • EZcomplete® – details HERE
  • Print a client summary from EquiNet – details HERE
  • Advisor Conference – details HERE 

  • Add Sizzle to your Sale – more HERE
  • Quit Smoking Incentive – details HERE
  • Children’s Insurance Benefit video – watch it HERE
  • 1-minute video on their New Rider – watch it HERE
  • 2018-2019 Scholarship Program – details 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
  • NEW CI product release and more – details HERE
  • Answers at your fingertips: ACB, beneficiaries, policy summary – details HERE
  • EVO platform – details HERE

  • Grad Advantage Program (GAP) enhancements – details HERE
  • Federal Budget 2018
  • E-delivery coming soon for Term and Critical Illness – details HERE
  • Term and Reprice Changes- details HERE
  • Changes to Universal Life – details HERE
  • E-application – details HERE

 

  • 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. Policies are issued same day, which makes it a perfect option for potential clients in need of quick coverage. And with lenient residency rules, even people without citizenship can qualify. For more product visit  www.slinsurance.ca
  • Guaranteed Issue up to $50,000
  • Lenient residency rules
  • Unique underwriting preliminary assessment
    —- get all the details HERE

INVESTMENTS

 

  • 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

  • TFSA Loans Now Available – details HERE
  • Insight  May 9 
  • MoneyFacts 2018
  • Launch of Class Plus 3.0 – details HERE  
  • Fast and Full Investment App – details HERE
  • End of Transfer Fee Reimbursement Program – details HERE

  • 6 New Seg Funds – details HERE

  • Prestige Preferential Pricing – more HERE
  • Changes to the Selection Funds – more HERE
  • 2018 Reference Sheet & Tax Slips – more HERE
  • IA Connected  March 12  |  March 22
  • New solutions for investing at a low cost – details HERE

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

 

  • Manulife Annuities: upcoming changes for external sales
    After a detailed assessment of Manulife Annuity business, external sales of Manulife Annuities,will be discontinued as of June 29, 2018, at 4 pm ET.  Log in for full details HERE
  • Seg Fund additions, closures and other changes – more HERE
  • 2018 Changes to Segregated Fund Offering – more HERE
  • Increase your clients RRSP contributions by using the Bigger Bang Strategy
  • The 2018 Advisor Quick Reference Guide – get it 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 :