January 2021

RRSP Season 2021 (Contribution Deadline of March 1, 2021)
The maximum contribution for 2021 is $27,830; for 2020, it’s $27,230.
TFSA limit is $6,ooo, and $75,500 for someone who has never contributed and has been eligible for the TFSA since its introduction in 2009.

Supplier Company Updates – January

Assumption Life
BMO Insurance
  • 2021: What Comes Next? – more HERE
  • Update to FATCA and CRS reporting- more HERE
  • BMO Segregated Funds Monthly Update – more HERE
  • Business Owner Fact Finder – more HERE
  • Coming soon: Wave 44.0 –details HERE –  Transition Rules HERE
Blue Cross
  • Electronic application contest – details HERE
Canada Life
  • RRSP Marketing Toolkit – more HERE
  • Start the new year with the special term sales offer (4 free months premium)- more HERE
  • Introducing Canada Life Investment Management more HERE
  • Partial lifting of the temporary suspension on the Canada Life real estate fund – details HERE
  • Supporting your Business Digitally- HERE
  • Insurance Operations Update HERE | Wealth Operations Update HERE
  • eSignature compliance requirements updated – E-signature checklist HERE
Canada Protection Plan
La Capitale
  • Withdrawal of the HBP-RRSP loan – more HERE
  • December Newsletter HERE
  • 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
Dynacare / Exam One
  • To adhere to the mandatory curfew implemented in Quebec, appointments are being scheduled until 6:00 p.m.
  • Business “as usual” in red zones and locked down areas  – more HERE
  • COVID-19 Preparation Guide – Home Visits – update HERE
  • COVID-19 Preparation Guide – Fixed Facilities update HERE
Empire Life
  • Empire Life offers greater choice with 3 new segregated funds – more HERE
  • Streamline your digital sales by connecting your LDA account to the Fast & Full Life App – watch the video
  • Important changes to Solution 100(R) Guaranteed Cash Values and Paid-Up Values – more HERE
  • eBUNDLE BONUS is back for 2021 – more HERE
  • Help Get Clients Ready For Retirement – more HERE
  • Disability Credit Protect – more HERE A life insurance rider to help clients protect their lifestyle
  • INSIGHT January 4 | January 21
Equitable Life June
  • Help your clients live a healthier life – more HERE
  • Now accepting DocuSign for in-force forms – more HERE
  • Make an IMPACT in 2021! New member benefit – more HERE
  • 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
Group Services
  • We’re passionate about helping you build your GB practice. As Copoloff is now part of IDC Worldsource you have access to the innovative practice management tools, resources, and the fresh new products available to  in  2021 – Get all the details HERE
Industrial Alliance
  • 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
  • Investments Unplugged with Philip Petursson – read more HERE
  • Manulife’s 2021 Grow 4 It campaign – log in required – more HERE
  • Extension of Quebec LIF temporary relief measure – more HERE
  • Protecting clients just got a little more rewarding – more HERE
  • January Online Transactions training sessions available – 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 
Specialty Life
  • New Term 100 as part Evolution series powered by Jenie – more HERE
  • 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
  • Non Medical & E-app
  • 2021 RRSP Season: Dates to Remember and Your RRSP Toolbox – more HERE
  • Competitive disability rider offers many advantages for your customers – more HERE
  • How Advisors Are Surviving and Thriving – read article HERE
  • December newsletter
  • Critical Illness – Evidence of Insurability Update – more HERE
Sun Life Insurance
  • Critical Illness Insurance with benefits right away – more HERE
Travel Insurance News
Articles of interest