December 2020

Access all required forms directly through FORMS DEPOT once you log into your page at COPOLOFFCENTRALE.

Supplier Company Updates – December

Assumption Life
BMO Insurance
  • Business Owner Fact Finder – more HERE
  • Coming soon: Wave 44.0 –details HERE –  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
Blue Cross
  • Electronic application contest – details HERE
Canada Life
  • Supporting your Business Digitally- HERE
  • Insurance Operations Update HERE | Wealth Operations Update HERE
  • Accelerated underwriting for life insurance – details HERE
  • Calling all small businesses – more HERE
  • eSignature compliance requirements updated – E-signature checklist HERE
  • EXTENDED Offer of 4 free months premium on qualifying, new term 20 / 30 and term to age 65 policies – more HERE
  • Managed solutions: two little words, one big impact for your business – more HERE
  • NF2F client verification now permanent – details HERE
Canada Protection Plan
La Capitale
  • Addition of a new investment account – more HERE
  • Enhanced offering: Free coverage in the event of hospitalization due to COVID-19 – more HERE
  • New underwriting requirements – more HERE
  • Loyalty bonus, Summer Campaign, New features, GIC rate – more HERE
Dynacare / Exam One
  • COVID-19 Preparation Guide – Home Visits – update HERE
  • COVID-19 Preparation Guide – Fixed Facilities update HERE
  • Update on Dynacare’s business resumption status – HERE
Empire Life
  • Disability Credit Protect – more HERE A life insurance rider to help clients protect their lifestyle
  • Give your clients the gift of guaranteed retirement income for life this holiday season – more HERE
  • No-fluid life insurance underwriting requirements for coverage up to $1,000,000 – details HERE
  • Discover how Class Plus 3.0 is an ideal solution for converting an RRSP into a RRIF – more HERE
  • TRIIPSS webinar -learn about the opportunities in LIRAs for retirement and estate planning! – more HERE
  • Client Policy Lapse Notifications for Advisors – details HERE
  • INSIGHT November 12 | December 10
Equitable Life June
  • Scholarship program now open – details HERE
  • New member benefit: Lifelong Learning – more HERE
  • e-Delivery just got easier – more HERE
  • New CI products and e-App  – details HERE
  • Ace your next non face-to-face meeting with the Term video – details HERE
  • Step up your Business and Earn Rewards – details HERE
Industrial Alliance
  • New Segregated Funds Portal – more HERE
  • Make use of our full range of savings tools to help you grow your sales – more HERE
  • Submit your 2020 RESP contributions and/or RESP Loans by Dec. 23rd , your clients can make additional deposits directly from their bank account or use the one time Pad form HERE
  • Did you know that the death benefit guarantee reset is an excellent opportunity to show your value as an advisor to your clients and open the door to reviewing their needs for 2021? – Read more HERE
  • Update on the harmonization of your sales experience – more HERE
  • ivari 360 – New Digital Experience – more HERE (log in required)
  • The new way to add a Critical Illness Protection Rider- more HERE
  • ivari client portal – New features – details HERE
  • The Virtual Way to Sell – more HERE
  • A little E-appreciation – details HERE
  • Online access for the year-end with flexible statement delivery options – more HERE (log in required)
  • Changes to Universal Life investment accounts – more HERE
  • E-signature for one-time PACs on OLT –  log in required 
  • Are your investments protected from creditors?  more HERE
  • Launching Guaranteed Interest Accounts in select contracts – details HERE (log in required)
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
  • How Advisors Are Surviving and Thriving – read article HERE
  • November newsletter
  • Critical Illness – Evidence of Insurability Update – more HERE
  • Important Update on New Underwriting Requirements – more HERE
  • Changes to SSQ Insurance fund offering – Impacts on Segregated Funds and Universal Life Products – more HERE
Sun Life Insurance
  • Critical Illness Insurance with benefits right away – more HERE
Travel Insurance News