Industry News
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Industry News

 2017NEWS

OCTOBER 2017

LIFE & LIVING BENEFITS

 Assumption Life Logo

  • Product Changes - details HERE
  • Not all simplified CIs pay 95% of all CI claims - Critical Protection does - details HERE
  • LIA E-app - details HERE
  • LIA Q&A - sales platform LIA 

BMO INS POS 4C E copy

  • Putting the BMO Insurance Whole Life Plan to Work for Retirement!  detials HERE
  • Have you stress tested your client's 10 Pay Whole Life Policy? - details HERE
  • Anti-Money Laundering - Common Reporting Standards - details HERE
  • Introducing The BMO Insurance Whole Life Plan - a new non-participating whole life insurance plan  | details HERE | Product overview  | Click HERE for a list of launch dates and locations

blue cross biligue

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

OF INTEREST

- Copoloff joins the CDPSF as a Corporate Priviledged Member
- CCIR sets sights on better disclosure for seg funds
Most Canadians do little research when choosing financial products
-How life insurance can still protect clients despite tax changes 
Why you need to help Millenials understand Life Insurance
- Ask better questions to make the sale

 canadalife smaller

  • Newslink: September 2017
  • StartRight Disability Insurance Grad Program is in Full Swing - details HERE
  • AML legislative changes: new methods for identifying clients details HERE  |  Important Application Changes - details HERE    |   New Updated Forms - details HERE
  • New.Business.Now E-app - details HERE   New Business Now Policies are processed 1/3 faster -  details HERE
  • Disability and critical illness insurance product overview brochure updated - details HERE
  • www.criticaluncovered.com Share this site with your clients, they will uncover the facts! Watch this compelling video

LaCapitale rgb

  • 2017 Summer Update
    Rating – Adjustments | Pillar Series |Promotion |Links to documentation in the illustration software and more get it all HERE


EMPIRELIFE

 equitablelogo RGB

  • September is Life Insurance Awareness Month - Read more HERE
  • Print a client summary from EquiNet - details HERE
  • New CI Rider - details HERE
  • Individual Insurance Forms Update - HERE
  • New Anti-Money Laundering (AML) and Common Reporting Standard (CRS) 

    requirements details HERE
  • E-app : Start using EZcomplete today login required   EZcomplete training video

 foresters pos 300dpi

  • T10 sweet spots - details HERE
  • Do your clients have enough coverage? Read this special Market Report 
  • Saskatchewan Provincial Sales Tax - details HERE
  • Common Reporting Standards - details HERE
  • Take another look at the repriced T20 - details HERE
  • 5 term sales concepts to grow your business - details HERE


humania

IA Excellence anglais

  • Simplified Life Insurance with AccessLife - details HERE
  • Reduction in QC premiuim Tax -  Update March 29, 2017 : The Quebec Minister of Finance tabled the 2017 budget, wherein the premium tax for Quebec residents is extended. As a result, the reduction stated below will be postponed to April 1, 2022 - details HERE

 ivair      

  • Underwriting Update - details HERE
  • A new way to share marketing material - details HERE
  • It's even easier to use E-App - details HERE
  • Register to use the eApp by calling 1.800.646.1481
  • VIDEO Telus Insure app  -  click HERE Easier to use, more efficient and intuitive interface  |  Works on all devices, including tablets and iPad  |  A faster signature process,  allows for digital signatures on the pages required

 

 iafinancial

  • Reduced Management Feed on Series 75/100 - details HERE
  • New operational rules and legal requirements (AML) - details HERE
  • IA Connected - June 
  • EVO platform - details HERE

 

manulife

  • Term and Reprice Changes- details HERE
  • Changes to Universal Life - details HERE
  • Now in effect: Insurance forms and process changes due to CRS and AML - details HERE
  • E-application - details HERE
  • Lifecheque Basic Critical Illness – Easy Acceptance - details HERE
  • Manulife Vitality - Live Health. Earn Rewards. Save Money.  details HERE |  Watch the video HERE

SSQ

  • September Newsletter - HERE
  • Term Rate Reductions - details HERE
  • NEW Critical Illness - details HERE
  • Universal Life for Children - details HERE

COMPLIANCE CORNER


INVESTMENTS

BMO INS POS 4C E copy

  • New SPIA RPP Additional Information Form and Application - Read more 
  • New funds now available in BMO GIF 100/100 - Read more

 canadalife smaller

  • AML legislative changes: new methods for identifying clients details  HERE  |  Important Application Changes - details HERE    |   New Updated Forms - details HERE
  • Update: New Sales of Generations (Core I and II) Seg Funds to end March 17, 2017 - details HERE
  • The power of compound interest and why “save early, save often” is a great strategy for long-term investment goals
    watch the video HERE.

 
EMPIRELIFE

  • Launch of Class Plus 3.0 - details HERE  
  • Fast and Full Investment App - details HERE
  • Sign up today for the GoEmpire Digital Marketing Toolkit to help you make connections with client
  • New Online Application for Seg Funds - Details HERE
  • Insight  October 4
  • Investment Illustrator has been updated featuring Class Plus 2.1.Version 2.6 of the illustrator is now available. Details HERE

LaCapitale rgb

  • End of Transfer Fee Reimbursement Program - details HERE

equitablelogo RGB

  • 6 New Seg Funds - details HERE

 

iafinancial

  • New operational rules and legal requirements (AML) - details HERE

MLI Investments E

  • What you need to know as we integrate your clients’ segregated fund contracts - details HERE
  • Manulife launches Transfers Within GIF Select - details HERE

SSQ

  • September Newsletter - HERE
  • Changes to Investment Products and Services - details HERE
  • Addition of death benefit payment option - details HERE
                                                                                       Check out the Copoloff Calendar HERE 

       

Carrier Software

 

Assumption 7.3.2 download

BMO 34.2

download
Canada Life 3.2 Log in required
La Capitale 8.5.1

download

CPP download

Empire Life 10.9

download
Equitable Life 2017-4 download
L'Excellence 4.5.0 download
Foresters (sky) 2.0.169 download
Humania 2017-1 download
Industrial Alliance 8.3.2 download
ivari 12.3 download
Manulife 15.16 Log in required
ON  Blue Cross v.1.0.1 Log in required
QC Blue Cross v.1.0.1 Log in required
SSQ 6.1 download  
Sunlife v3.0.1 download  
RBC 9.8.1  

download

Head Office

montreal5500 Royalmount Avenue, suite 325
Mont-Royal, QC
H4P 1H7
Tel: (514) 731.9605
1.888.COPOLOFF
Fax: (514) 731.7499
This email address is being protected from spambots. You need JavaScript enabled to view it.

                                                  

Branch Office

toronto15 Wertheim Court, suite 510
Richmond Hill, ON
L4B 3H7
Tel: (905) 889.1101
1.800.387.4259
Fax: (905) 889.4995
This email address is being protected from spambots. You need JavaScript enabled to view it.

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