Industry News – May 2019

LIFE & LIVING BENEFITS

• Better Mortgage Insurance – Rate Calculator – more HERE
• LIA Q&A – sales platform LIA

• Visitors to Canada Travel Insurance just got easier – more HERE
• Help boost your travel sales this summer – more HERE

• A new video to help you start a conversation with your clients on permanent insurance – watch it HERE
• Lower Premiums on Term – more HERE

• High-end, Simplified issue disability insurance – details HERE

• Brochures and email templates to connect with your clients

• New Advisor Assist Program – details HERE
• Marijuana up to 4x a week is a non-smoker – more HERE
• Easy to use referral document ,ask your clients to  refer you today – get it HERE

• A unique way to complete your clients’ life insurance – The Provider rider is the solution – details HERE
• Underwriting Guide – HERE

• Reducing rates on Solution 20 and Solution 30 – more HERE
• Insight –  June 5

• An EZ way to conduct your out-of-town business – more HERE
• Term – offer piece of mind and an affordable price more HERE

• Help clients quite smoking – an incentive for a healthy lifestyle – more HERE
• Start powerful conversations with prospective clients with the help of client brochures – more HERE

• E-App Learners Guide
• NEW PROTECTION FOR HARD TO ENSURE CLIENTS – Learn more HERE | Calculate a premium HERE

• Digital Media Tools to help you easily promote products through social media, web and email platforms – more HERE
• Acci-Jet Program now offers a 100% simplified coverage in the event of an illness – more HERE

• Anti-Money Laundering (AML) and Privacy Compliance – important information and changes – details HERE

• Promoting the GI benefit: a WOW for you and your client! – more HERE
• IA Connected – June

• What’s New in Health and Dental – details HERE
• E-application – details HERE

• Launch of E-App for Life and CI – more HERE

INVESTMENTS

• Enhancements to BMO Guaranteed Investment Funds – more HERE

• Support client conversations and recommendations for segregated and mutual funds, we created a new portfolio recommendation tool – get it HERE
• Mackenzie proposes changes that impact segregated funds – more HERE

• Pre-fill applications for even faster processing with the Fast & Full Investment App – get it HERE
• Get the power of automatic resets working for clients with Empire Life GIF 75/100 – more HERE
•  Maximize the Estate Value of the Holdings in Your Clients’ TFSAs – more HERE
• Insight –  June 5 

• Investment accounts that are unique on the market, for the same price as mutual investment funds – details HERE
• Saving and Investments Page – HERE

• Dividend Scale 2019 – HERE

• RESP Withdrawal Guide | Your ally for the end of school – get it HERE
• IA Connected – June

• Solutions online – Connecting with clients just got a whole lot easier – more HERE

• Changes to Investment Products and Fund Offerings – more HERE

COMPLIANCE CORNER

• Notice of Replacement  –  When and for who?  Is Replacement Notification Necessary?
• 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.