Industry News – February 2020

Investments

• RRSP/TFSA campaign | Why choose iA Financial Group’s segregated fund offer?
• RRSP/TFSA campaign | Optimize your time with EVO!
• The My Retirement website | A must-have for the RRSP/TFSA campaign
• Fiscal allocations for segregated funds as at December 31, 2019
• Tax slip availability

Take advantage of the RRSP season to offer your clients high-performing investment funds, several of which have been recognized for their excellent returns in 2019.

They can take advantage of numerous La Capitale benefits:

• 6 asset categories for all investor profiles
• 41 investment options, with prestigious, experienced partners, that are among the best in the industry: Dynamic Funds, AGF, Fidelity Investments, TD Asset Management, CI Investments and Fiera Capital
• Capital guaranteed in the event of death: 100% of contributions made before age 75
• Same management fees as benchmarked mutual investment funds
• Option to designate one or more beneficiaries
• Same estate benefits as segregated funds

Our goal: Offer the best investment funds in Canada, in a transparent, independent manner! INFO HERE

INSURANCE

• Genesis YRT: flexible permanent life insurance with options down the road.
• EVO| New illustration tool for life insurance and critical illness

Foresters Competitive Scholarship program is now open

Foresters Financial™ proudly supports students who share the organization’s commitment to doing more by awarding up to 250 community-minded scholars across North America with renewable scholarships worth up to $8,000 each over four years. INFO HERE

Term Plus: An all-in-one insurance solution!

With Term Plus, your clients can enhance their life insurance coverage with:

• A disability rider
• A critical illness rider
• A child rider
• Several other affordable riders.

Link : https://ssq.ca/en/media/7471/download

Health statement

The phone interview now replaces the health statement for all benefits. To ensure a smooth transition, we will continue to accept health statements received in our offices until March 1, 2020. After this date, only the phone interview will be accepted.

AMI application

The AMI application form has been revised. It is now available in fillable PDF format in the Documents section of our Advisor resources page. The previous version of the AMI application form will be accepted until February 13, 2020. After this date, only the new version will be accepted.