February 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 – February

Assumption Life
BMO Insurance
  • The estate wedge: a new way to build value – more HERE
  • Policyowner verification process change – more HERE
  • 2021: What Comes Next? – more HERE
  • Update to FATCA and CRS reporting- more HERE
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
La Capitale
  • Clients can take advantage of  1.50% GIC promotional rate – more HERE
  • Create tailor-made investment account allocations from your advisor profile – more HERE
  • Free coverage in the event of hospitalization due to COVID-19 –  more HERE
  • Withdrawal of the HBP-RRSP loan – more HERE
  • January Newsletter 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 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
  • New! Detailed Underwriting Guide – HERE
  • Updated Non-Face-To-Face Guidelines – details HERE
  • 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
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
  • 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!
  • 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
  • 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
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
  • 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
  • Exclusive new benefits – Strategic Partner Program 2021 – more HERE
  • Sun Par Accumulator II now offers improved growth at a lower cost. Above par – details HERE
  • Critical Illness Insurance with benefits right away – more HERE
Travel Insurance News
Articles of interest