JUNE 2017



  • 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

  • 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
  • Put your clients tax refund to work with CI – details HERE
  • 5 great reasons to choose BMO  Insurance for your next UL sale – more HERE


  •  High-end, Simplified issue disability insurance – 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

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

  • Common Reporting Standards – details HERE
  • Take another look at the repriced T20 – details HERE
  • 5 term sales concepts to grow your business – details HERE
  • Check out the Term 30 “sweet spots” HERE
  • More competitive rates watch the video

  • 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


  • 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

  • New operational rules and legal requirements (AML) – details HERE
  • IA Connected – June 
  • EVO platform – 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

                                                                                       Check out the Copoloff Calendar HERE


  •  New funds now available in BMO GIF 100/100 – Read more

  • 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.

  • Insight June 14    June 28
  • Investment Illustrator has been updated featuring Class Plus 2.1.Version 2.6 of the illustrator is now available. Details HERE
  • Emblem GIF Portfolios deliver tactical asset management, transparency and downside protection. Discover how Emblem brings together the art and science of investing. details HERE

  •  End of Transfer Fee Reimbursement Program – details HERE

  •  6 New Seg Funds – details HERE

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

  • Forms and Process Changes June 15, 2017 (AML) – details HERE
  • Mutual fund and segregated fund have been streamlined to offer and introduce four new portfolios designed to help investors achieve their investment goals. Please see the highlights on Repsource. Read more

  • Changes to Investment Products and Services – details HERE
  • Addition of death benefit payment option – details HERE


  • Revised: CLHIA Reference Document – get it  HERE
  • Changes to the Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations – details HERE
  • NEW: Advisor Disclosure  – please destroy previous copies and use the one on our compliance page.