LIFE & LIVING BENEFITS
- Visitors to Canada Travel Insurance just got easier – more HERE
- Help boost your travel sales this summer – more HERE
- 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
- Try Simple Protect – fast or instant approvals and can be completed in as little as 10 minutes – learn more HERE
- Brochures and email templates to connect with your clients
- 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
- A unique way to complete your clients’ life insurance – The Provider rider is the solution – details HERE
- Underwriting Guide – HERE
- 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
- 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
- E-App Learners Guide
- 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 – more HERE
- Anti-Money Laundering (AML) and Privacy Compliance – important information and changes – details HERE
- 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
- Launch of E-App for Life and CI – more HERE
INVESTMENTS
- Enhancements to BMO Guaranteed Investment Funds – more HERE
- Support client conversations and recommendations for segregated and mutual funds, we created a new portfolio recommendation tool – get it HERE
- Mackenzie proposes changes that impact segregated funds – more 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
- Investment accounts that are unique on the market, for the same price as mutual investment funds – details HERE
- Saving and Investments Page – HERE
- High Interest Account – NOW AVAILABLE – details HERE
- RESP Withdrawal Guide | Your ally for the end of school – get it HERE
- IA Connected – June
- 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
- 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.