27 Oct October 2020
Posted at 14:13h
in Industry News
Access all required forms directly through FORMS DEPOT once you log into your page at COPOLOFFCENTRALE.
COVID-19 | Supplier Company Updates – October
Assumption Life
- No Medial Insurance Quick Reference Guide HERE
- Social Distance Selling – post meeting summary August 18
- Update
- Log in for E-app
BMO Insurance
- Coming soon: Wave 44.0 – Transition Rules HERE
- A NEW way to look at Joint Term – details HERE
- NEW tools to help you start a conversation – details HERE
- COVID-19 Update – Restarting paper contract delivery – details HERE
- NEW Fact finders tools to help you start a conversation – details HERE
- The Health Advocate Plan – details HERE
- Paramedical Provider (In-Home Visits)- more HERE
Canada Life
- eSignature compliance requirements updated – E-signature checklist HERE
- Managed solutions: two little words, one big impact for your business – more HERE
- NF2F client verification now permanent – details HERE
- Succession Planning: Preparing for next steps Nov. 10 – details HERE
- Disability insurance and universal life updates and rates changes – details HERE
- New CE-accredited courses available at your fingertips – more HERE
- Disability insurance and universal life reprice – more HERE
Canada Protection Plan
- No-Medical Simplified Issue Critical Illness Plans HERE
- Update
- Non Medical & E-app
La Capitale
Dynacare / Exam One
Empire Life
- Policy splits for joint-last-to-die coverages with no additional underwriting – details HERE
- New Feature Added on My Advisor Dashboard! View Transaction Confirmations Online – more HERE
- Tips for faster underwriting – more HERE
- Life Insurance New Business Update and Tips to speed up time to issue – details HERE
- Client-friendly brochure with case study on Guaranteed Investment Funds policy – more HERE
- Life & DI Underwriting Guide HERE
- INSIGHT – October 1
Equitable Life June
- September 12, 2020: Equimax Estate Builder® reprice – more HERE
- Temporary Change to Critical Illness Insurance Non-medical limits – more HERE
- Methods for transferring files securely
- Updates to E-delivery Process
- Covid-19 Update
Foresters
- Ace your next non face-to-face meeting with the Term video – details HERE
- Step up your Business and Earn Rewards – details HERE
- New! Easy-to-use build calculator – details HERE
- Video to ace your next non face-to-face meeting – details HERE
- Updated policy on servicing advisor for commission splits – details HERE
Humania
- Changes relating to our electronic communication Procedure – details HERE
- T100 Life Insurance Without Medical Exam – details HERE
- Update
- Non Medical & E-app
Industrial Alliance
- Launch of new segregated funds | Your marketing toolbox – more HERE
- Market Leading GIF Rates – more HERE
- Fund mergers and closures | Your list of impacted clients now in Excel format – more HERE
- Investment Loan Update – details HERE
- Electronic signature in EVO Savings: more options, more accessible – more HERE
ivari
Manulife
- Are your investments protected from creditors? more HERE
- Launching Guaranteed Interest Accounts in select contracts – details HERE (log in required)
- Three new updates to Online Transactions – more HERE (log in required)
- Sending some e-appreciation – details HERE
- Manulife Bank: Advantage Account offers 2.15% interest – details HERE
- The Manulife COVID-19 Pandemic Travel Plan – details HERE and here
Specialty Life
- Launch of Evolution: powered by real-time (instant) virtual underwriter ! T10, 20, 30 life insurance plans, up to $1M in coverage and no additional requirements (medicals, etc.). product details HERE
- July 28 – Post Meeting Summary – Product Overview
- Non Medical & E-app
RBC
- Thanks essential workers with premium savings for DI – more HERE
- Update
- GIF scheduled withdrawals & POA Payments must be done via Electronic Fund Transfer
- Deposits to GIF / POA – mandatory that deposits be submitted via One-Time PAD
- E-app
SSQ
- Important Update on New Underwriting Requirements – more HERE
- Changes to SSQ Insurance fund offering – Impacts on Segregated Funds and Universal Life Products – more HERE
- New webinar series of that could get you up to 5 CE credits – details HERE
- Simplified and Guaranteed Issue products Toolkit – get it HERE
- How to Discuss CI for Kids with your Clients | Retirement Planning for Women | Changes to GIFs and more HERE
Travel Insurance News
- TUGO
- Allianz Global
- Blue Cross Travel
- Reopening of Blue Cross sales – details here endorsement details
Useful Links
- Copoloff News Update Sept. 22, 2020 here
- AMF
- CSF
- additional information on the virus
Articles of interest
- IDC Worldsource Insurance Network Inc. Partners with Copoloff Insurance Agencies (Canada) Ltd – read the press release HERE
- Special Bulletin on COVID-19: Trends in Money Laundering and Fraud
- New Report Critical of Canadian Long Term Care Facilities
- Pandemic Prospecting Practices by Jim Ruta
- Study finds Canada’s proportion of LTC deaths double the average of other nations
- MDRT – The 7 Conditions of Success
- New Measure for Annuitants of Registered Retirement Income Funds