03 Mar February 2021
Posted at 14:34h
in Industry News
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 – February
Assumption Life
- Latest News on Bonus, Webinars and more HERE
- No Medial Insurance Quick Reference Guide HERE
- Update
- Log in for E-app
BMO Insurance
Blue Cross
- Electronic application contest – details HERE
Canada Life
- Making single start a routine part of your digital business – more HERE
- Visit Combined Strengths for an updated RRSP toolkit you can use to help with your client conversations
- 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
Canada Protection Plan
- Help your clients live a healthier life
- Lifetime protection. Guaranteed premiums more HERE
- No-Medical Simplified Issue Critical Illness Plans HERE
- Update
- Non Medical & E-app
La Capitale
Dynacare / Exam One
Empire Life
- Empire Life now accepts eSignatures for beneficiary changes and ownership changes? more HERE
- Introducing CI Protect Plus(R) 100 15 Pay permanent critical illness insurance – more HERE
- eSignature Forms Now Available For Non-Face-To-Face Business – more HERE
- 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
- INSIGHT – | Feb. 18
Equitable Life June
- Help your clients this tax season with Equitable Life – more HERE
- 2021 Facts and Figures – get it HERE
- Position Equitable Life® with your clients- more HERE
- Evidence of Insurability requirements extended – more HERE
- Financial Planning – concepts & tools – HERE
- Temporary Change to Critical Illness Insurance Non-medical limits – more HERE
Foresters
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
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
- Discover Segregated Funds in 6 Questions – more HERE
- The 2021 Tax reference sheet, your planning ally! – get it HERE
- Did you know that the total value of assets under management in Canadian responsible investment funds jumped 48% gain over two years – read more HERE
- Prestige bundling sales tips – more HERE
- The 2021 RRSP or TFSA Campaign | Explore your toolbox – more HERE
- Looking for prospects? Here are 8 ways to generate sales leads!
ivari
- NEW! Now, protecting your client’s security is as easy as 1, 2…DONE – Action required – 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
Manulife
- Permanent Insurance Advisor Playbook – get it HERE
- Increased fluid testing limits for our life insurance products – more HERE
- Help make a difference in the lives of Canadian students – HERE
- 2021 Tax Rate Card – HERE
- Videos, podcasts and articles to help you build your business. Plus underwriting handbooks and quick reference tax tables are available at your fingertips – get it all HERE
RBC
- RBC Growth Insurance coming your way soon!
- Essential workers with premium savings for DI – more HERE
- 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
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
SSQ
- Exceptional 1.25% rate on the 18 month Select GIA – more HERE
- March webinar series – details HERE
- 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
- Critical Illness – Evidence of Insurability Update – more HERE
Sun Life Insurance
Travel Insurance News
- TUGO
- Allianz Global
- Blue Cross Travel
- updated FAQ – HERE
- Travel Advice Guide HERE
- Reopening of Blue Cross sales – details here endorsement details
Resources
- Market Volatility
- Comparison Chart for Simplified Product Solutions
- Dr. Oommen and Dr. Di Liello health videos from Cardiogenix
- Access all required forms directly through FORMS DEPOT once you log into your page at COPOLOFFCENTRALE
Useful Links
Articles of interest
- Compliance 2021 – An Industry Under Scrutiny w/ Eric Wachtel – watch it HERE
- Have you ever googled yourself? – read more HERE
- Taking the time to discover what someone’s greatest areas of concern are, what they want or need most from you, and what their unspoken desires are creates a high level of trust and rapport – read more HERE
- Dr. Robyne Hanley-Dafoe Webinar Recording Jan.18th: Learn how to embrace resiliency and use its strength to inform committed actions that benefit your practice HERE
- Webinar Playback with Jack Wolf The Search for Success; Tools for a Breakthrough Year – watch it HERE
- New Report Critical of Canadian Long Term Care Facilities
- Pandemic Prospecting Practices by Jim Ruta
- MDRT – The 7 Conditions of Success