Industry News – July 2019

LIFE & LIVING BENEFITS

  • Better Mortgage Insurance – Rate Calculator – more HERE
  • LIA Q&A – sales platform LIA
  • June 2019 Newsletter

 

  • Visitors to Canada Travel Insurance just got easier – more HERE
  • Help boost your travel sales this summer – more HERE

 

  • Reduced Term Rates – to learn more, please download The Wave 40.0 and read the Transition Rules.
  • SmartApp – secure, easy and fast – more HERE
  • A new video to help you start a conversation with your clients on permanent insurance – watch it HERE
  • Lower Premiums on Term – more HERE

  • High-end, Simplified issue disability insurance – details HERE

  • New Advisor Assist Program – details HERE
  • Marijuana up to 4x a week is a non-smoker – more HERE
  • Easy to use referral document ,ask your clients to  refer you today – get it HERE

  • Pure Series: new life insurance products at very affordable rates – more HERE
  • A unique way to complete your clients’ life insurance – The Provider rider is the solution – details HERE
  • Underwriting Guide – HERE

  • Business Builder Webinar: Top Insurance Strategies to Win More Clients – watch it HERE
  • Introducing a simple, fast and easy way to submit policy changes online – details HERE
  • Fast and Full App is even better – details HERE
  • Reducing rates on Solution 20 and Solution 30 – more HERE
  • Insight –  June 5June 20 | July 5

  • EZcomplete now available for your non-face-to-face applications
    An EZ way to conduct your out-of-town business – more HERE
  • Term – offer piece of mind and an affordable price more HERE
  • Dividend Scale 2019 – HERE

  • Built-in flexibility for juveniles – more HERE
  • Updated! Dividend client materials – more HERE
  • Help clients quite smoking – an incentive for a healthy lifestyle – more HERE
  • Start powerful conversations with prospective clients with the help of client brochures – more HERE

  • NEW preselection guide for disability insurance coverage – get it HERE
  • Preselection with HuGO – No automatic medical exams required for $1M in face amount or less- more HERE
  • NEW PROTECTION FOR HARD TO ENSURE CLIENTS – Learn more HERE | Calculate a premium HERE

  • Digital Media Tools to help you easily promote products through social media, web and email platforms – more HERE
  • Acci-Jet Program now offers a 100% simplified coverage in the event of an illness – get the Sales Starter Kit HERE

  • Juvenile life insurance – New advisor flyer! – get it HERE
  • Anti-Money Laundering (AML) and Privacy Compliance – important information and changes – details HERE

  • Improvements to Access Life – details HERE
  • Reduction in term life insurance premiums – details HERE
  • Instantly accept life insurance for up to one million dollars at the point of sale – details HERE
  • Promoting the GI benefit: a WOW for you and your client! – moreHERE
  • IA Connected – June | July 15

  • What’s New in Health and Dental – details HERE
  • AFFINITY SOLUTIONS: FollowMe Open Enrollment available until August 22, 2019 – details HERE
  • E-application – details HERE

  • Product overview HERE
  • NF2F video tutorial HERE
  • Quote it HERE

 

 

 

  • Five good reasons to choose  Term Plus – details HERE
  • Whole Life insurance now offering more – more HERE
  • Launch of E-App for Life and CI – more HERE

 

INVESTMENTS

  • Enhancements to BMO Guaranteed Investment Funds – more HERE

  • Application, contract, information folder & form updates – HERE
  • Guide to Pathways segregated funds – more HERE
  • Support client conversations and recommendations for segregated and mutual funds,  with the portfolio recommendation tool – get it HERE
  • Mackenzie proposes changes that impact segregated funds – more HERE

  • July 23rd Webinar: The Family Cottage – Strategies To Help Your Clients Keep Ownership In The Family w/ Peter Wouters – details HERE
  • The 5% Bonus is Back on Class Plus 3.0 – details HERE
  • Rules around Sell/Buy Investment transactions – details HERE
  • Pre-fill applications for even faster processing with the Fast & Full Investment App – get it HERE
  • Get the power of automatic resets working for clients with Empire Life GIF 75/100 – more HERE
  • Maximize the Estate Value of the Holdings in Your Clients’ TFSAs – more HERE
  • Insight –  June 5  | June 20

  • Unique Investment accounts on the market, for the same price as mutual investment funds – details HERE
  • Saving and Investments Page – HERE

  • Repositioned Equimax Wealth now available – more HERE
  • Updated RRSP to RIF Conversion Forms – details HERE

  • Say goodbye to piles of paper confirmations – more HERE
  • Back-to-school | It’s time to think about withdrawing from your RESP! – more HERE
  • Discover the advantages of GIFs – HERE
  • High Interest Account – NOW AVAILABLE – details HERE  
  • RESP Withdrawal Guide | Your ally for the end of school – get it HERE
  • IA Connected – June | July 7 | July 15

  • New! Manulife online access for Investments – Investments clients can now register for Manulife online access and benefit!  Watch the how to video HERE
  • Terminating the GARS Fund, affected Segregated Fund contracts – details HERE (log in required)
  • Manulife Bank Change to personal Advantage Account 3.25% rate offer – more HERE
  • Solutions online – Connecting with clients just got a whole lot easier – more HERE

 

 

 

  • NEW Smart Beta Plus Portfolio  – more HERE
  • Changes to Investment Products and Fund Offerings – more HERE

 

COMPLIANCE CORNER

  • As a result of changes in legislation, the AML and Privacy program templates have been updated  – The new programs reflect changes to legislation since the last release of templates in June 2017. Adopting the new programs will ensure you have up to date compliance programs for your practice and will also meet your 2-year review obligation. Be sure to keep a copy of your existing programs for your records.
    • Anti-money laundering template: The latest version has been updated to include enhanced suspicious indicators, voluntary self-declaration of non-compliance and updated identification details. Download the new template in the ANTI MONEY LAUNDERING section of the Copoloff Compliance center
    • Privacy template: The latest version has been revised to include updated privacy breach processes located in the PRIVACY section of the Copoloff Compliance center  Download the new template Privacy compliance program
  • Notice of Replacement  –  When and for who?  Is Replacement Notification Necessary?
  • NEW: Advisor Disclosure form– please destroy previous copies and use the one on our compliance page.