November 2017

INDUSTRY NEWS – NOVEMBER 2017

LIFE & LIVING BENEFITS

  • Cost-efficient Whole Life solution for your healthy clients! – details HERE
  • 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

  • NEW Term rates! NEW Term plans. Perfect time to streamline your business with BMO SmartApp – details HERE
  • Updated Face-to-face Application for Life Insurance and Critical Illness – details HERE
  • Smart App is HERE

  • Revision of Disability Rates – details HERE
  • High-end, Simplified issue disability insurance – 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
  • StartRight Disability Insurance Grad Program is in Full Swing – details HERE

  • New Inforce Forms – details HERE
  • T10 sweet spots – details HERE
  • Do your clients have enough coverage? Read this special Market Report
  • Saskatchewan Provincial Sales Tax – 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
  • 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

  • IA Connected –November 16
  • Answers at your fingertips: ACB, beneficiaries, policy summary – details HERE
  • EVO platform – details HERE

  • 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

  • October Newsletter – HERE
  • Term Rate Reductions – details HERE
  • Critical Illness – details HERE
  • Universal Life for Children – details HERE

                                                                                       Check out the Copoloff Calendar HERE

INVESTMENTS

  • 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

  • End of Transfer Fee Reimbursement Program – details HERE

  • 6 New Seg Funds – details HERE

  • IA Connected –November 16
  • New solutions for investing at a low cost – details HERE
  • Reduced Management Fees on Series 75/100 – details HERE

  • 2017 Year end tax planning tips – details HERE
  • Manulife launches Transfers Within GIF Select – details HERE

COMPLIANCE CORNER