APRIL 2018

INDUSTRY NEWS – April 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
  • Updated Face-to-face Application for Life Insurance and Critical Illness – details HERE

  • Revision of Disability Rates – details HERE
  • High-end, Simplified issue disability insurance – details 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    March 13    | March 27
  • 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

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

  • Quite Smoking Incentive – details HERE
  • Children’s Insurance Benefit video – watch it HERE
  • 1-minute video on their New Rider – watch it HERE
  • The Foresters Advantage – details HERE
  • Changes to Life & CI application -details HERE
  • 2018-2019 Scholarship Program – 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    March 12     |   March 22
  • 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

 

  • Webinar  Training will be hosted on Tuesdays at 2:30pm :
    April 10 Click here to enter
    April 17 Click here to enter
    April 24 Click here to enter
  • 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

IMPORTANT
Do not use the latest 2018-01 version of Grant forms SDE0093 on the Government of Canada website, as they are not yet validated by Revenue Canada. If this form is used and the new feature (signee is not the primary caregiver, but the spouse), Revenue Canada will only validate the relationship between the signee and the primary caregiver in November 2018, this means that additional grants and CLB will be refused for now but then disbursed only after November 2018.

The correct version (2017-05) is available on the Copoloff website HERE as well as on the Industrial Alliance Website.

 

  • 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

  • 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

  • 2018 Changes to Segregated Fund Offering – more HERE
  • Federal Budget 2018
  • Increase your clients RRSP contributions by using the Bigger Bang Strategy
  • The 2018 Advisor Quick Reference Guide – get it HERE
  • Changes to segregated fund offering  – 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 :