January 2020

Industry News – January 2020

LIFE & LIVING BENEFITS

  • The No Medical Insurance products has no longer any restrictions if your client has been declined in the past 2 years. Your client can now get an immediate coverage solution regardless of past – declines HERE
  • Better Mortgage Insurance – Rate Calculator – more HERE
  • LIA Q&A – sales platform LIA

 

  • Boost your travel insurance sales this snowbird season – more HERE
  • Start Your Inpatriates to Canada EASY Training Today
  • Visitors to Canada Travel Insurance just got easier – more HERE

 

  • Term Life policy fee discount extended until January 31, 2020 – details HERE
  • Introducing the Additional Payment Option – NEW on Whole Life – more HERE
  • Expect faster turnaround times for Term Conversions – more HERE
  • Permanent life insurance explained in 2 minutes – watch the video HERE
  • SmartApp – secure, easy and fast – more HERE

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

  • New Par product ! more HERE
  • Living Benefits update – more HERE
  • From the studio: the role of technology in life insurance – watch the Webinar
  • SimpleProtect can simplify and enhance your business – more
  • Easily share client focused insurance content on your social media pages – more HERE
  • Insurance Operations Update – details HERE

  • Get a 200$ gift card – find out how HERE
  • 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

  • Discover PRESTO, La Capitale’s quick online life insurance application more HERE
  • Eligibility criteria of new immigrants – details HERE
  • Pure Series: new life insurance products at very affordable rates – more HERE
  • A unique way to complete your clients’ life insurance – The Provider rider is the solution – details HERE

  • Conversions of Optimax Extender – details HERE
  • Now clients can view Solution Series Term Life Insurance Policy online – more HERE
  • NEW 10 Pay Par option and No Medical Underwriting up to $750K details HERE
  • Get PDUs online by watching webinars – details HERE
  • Earn 10% more FYC with the Fast & Full Life App – learn more HERE

  • Celebrating 100 years – Learn about Giveaways and Giving Back HERE
  • Updates have been made to the Temporary Resident Guidelines Visit EquiNet for all the details
  • New PAR account portfolio executive summary – more HERE
  • Repositioned Equimax Wealth now available – more HERE
  • NEW Corporate Preferred Retirement Solution® client material using Equimax® whole life more HERE

  • Helping loved ones with grief
  • Affordable Joint Coverage – details HERE
  • More insurance options for live-in caregivers- details HERE
  • Term Brochure & 12 Marketing Resources – get it HERE
  • Receive a Wellness Report with helpful advice on how to distinguish yourself – details HERE

  • 2 new coverages to its 5575.ca platform – details HERE
  • Improved non-smoking definition – details HERE
  • Clients with high risk medical conditions – the solution is HERE
  • Offer HuGO to your corporate clients who are in good health and want competitively priced term insurance quickly – more 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 – get the Sales Starter Kit HERE

  • Effective November 29, 2019, ivari will no longer offer our Guaranteed Investment Fund – details HERE
  • New & Improved App – get it HERE
  • Underwriting risk classifications flyer – get it HERE (log in required)
  • More ways to save with combined banding and layering – details HERE

  • IA Mobile – Improve your clients’ experience – more HERE
  • Personalized underwriting based on your client’s state of health is finally here – more HERE
  • Improvements to Access Life – details HERE
  • Reduction in term life insurance premiums – details HERE

 

  • Ez-app tool closing on January 15 – New process for Synergy applications – complete the short version of the E-Application, using “Family Term” as the product category and T10, single* as the coverage type, for the same face amount. Next, attach a Synergy illustration, selecting “Miscellaneous” as the document type.
  • Removal of 30-day critical illness insurance waiting period for non-cardiac conditions – more HERE
  • Disability insurance reboot – HERE
  • New client Account Listing Summary Report – view insurance policy and investment contract/account information in one place – Log into Repsource for more details

 

  • Product overview HERE
  • NF2F video tutorial HERE
  • Quote it HERE

 

 

 

  • Key Underwriting Tips WEbinar – Dec 4 – register HERE
  • The newly improved Term Plus now available in the e-app – more HERE
  • Universal Life – Sweet Spots – details HERE
  • Improved Term Plus ! More complete, more flexible – more HERE

INVESTMENTS

  • Segregated funds explained in 2 minutes – watch the video
  • Online access for BMO GIF clients – details HERE

  • RRSP and TFSA toolkit HERE
  • Start 2020 with New Guaranteed Investments – more HERE
  • New Canada Life segregated fund shelf – details HERE
  • Brand New CL Seg Fund Shelf – more HERE
  • The retirement solutions toolkit has everything you need to know about annuities, lifetime income benefit (LIB) and estate protection solutions – get it HERE

  • Announcing Class Plus 2.1 deposit limit of $25,000 for 2020 – more HERE
  • 7 reasons why Empire Life Multi-Strategy Funds are a smart choice for your client – more HERE
  • Change to the calculation and collection of the GIF Insurance Fee – more HERE
  • When clients don’t know if their money will last in retirement, they can start feeling uncertain about their future. The Empire Life Retirement & Savings Tool can help ease their concerns. Check it out HERE

  • Ensuring a balanced RRSP strategy for your clients / NEW AGF Green Investment Account – details HERE
  • Adding 7 new investment accounts- details HERE
  • Unique Investment accounts on the market, for the same price as mutual investment funds – details HERE
  • Saving and Investments Page – HERE

  • Do you have clients looking for growth but are concerned about taking on too much risk? Listen On demand & Learn about the value of investing in high-quality businesses and how taking a broader approach to fixed income investing can deliver the balanced solution your clients are looking for. Listen HERE
  • Updated RRSP to RIF Conversion Forms – details HERE

  • New Funds | All the ingredients for a winning recipe! more HERE
  • The year is coming to a close: have you done your resets? – more HERE
  • The preapproved RRSP loan offer is back – details HERE
  • RRSP Discount Rates – more HERE

  • Limited time offer: New TFSA and RRSP deposits earn 3.00% interest
  • Illustrations online with new Manulife Illustrations tool – more HERE
  • Changes Seg. Funds offerings: adding 4 existing funds to selected contracts | capping 7 funds to new deposits and switches-in in selected contracts | losing 12 funds in selected contracts More HERE (login required)

 

 

 

  • Boost your clients’ savings with an SSQ Insurance High Yield Account – more HERE
  • RRSP or TFSA? That is the question- more HERE
  • Exceptional 2.2%* rate on the 18 month GIA – details HERE
  • Portfolio Funds: a quick overview of turnkey solutions – more HERE

COMPLIANCE CORNER

  • Updated Best Practices Handbook, the handbook is a compilation of rules, procedures and guidelines relating to distribution compliance and market conduct HERE

OF INTEREST