Allianz
- Flip the script on Annual travel protection from Allianz
- Holiday operating hours
- Updates from Allianz – International Students to Canada
- Reminder: Get trained on AdvisorMax – the new and improved sales platform from Allianz!
- Updates from Allianz – International Students to Canada
- Updates from Allianz – to serve you better - October 2023
- Wildfires in Maui – travel advisory
- Interest rate hikes and inflation affecting your clients? See how our solutions can help!
- AdvisorMax: Interest rate hikes and inflation affecting your clients? See how our solutions can help!features and functionality
- Bill 96 (Quebec) – Changes Coming June 1, 2023
- Important notice - WestJet pilot strike
- AdvisorMax – Upcoming Fixes and Helpful Hints
- Launch prep - New sales platform and product suite from Allianz
- Meet Roger Marcelo – our new Vice President, Business Development
- Update on training - New sales platform and product suite from Allianz
- Get ready for training: New sales platform and product suite from Allianz
- Coming April 17 2023 from Allianz! Travel protection – simply reimagined
- Gift of your partnership
- Fall 2022 newsletter – focus on cancellations, delays and travel insurance
- Reminder: Refresh your travel insurance knowledge
- Summer newsletter: Changes at Allianz and in the industry
- Spring 2022 Newsletter
- Wait times – Consumer Sales call centre
- War in Ukraine – impact to travel insurance
- March 7, 2022 lifting of cruise ship advisory and travel insurance
- February 2022 lifting of COVID-19 advisory and travel insurance
Assumption Life
- Upcoming Investment Tour!
- Interest rate hikes and inflation affecting your clients? See how our solutions can help!
- New leaflets, top performances in Canadian equity and more...June 2023
- 💙 Supporting our communities
- New procedure for updating Lia
- Lia outage coming this Friday, new leaflet and more!
- New corporate profile, monthly returns and more...
- New investments client brochures and more!
- Assumption Life - Investment Roadshow
- What's up with Assumption Life - Aug. 16, 2022
- An unforgettable charity event and Acadian celebrations
- What's up with Assumption Life - July 26, 2022
- New exciting projects and events!
- What's up with Assumption Life - June 29, 2022
- What's up with Assumption Life - June 21, 2022
- Sell more to millennials with our free toolkit
- What's up with Assumption Life - June 7
- New product enhancements coming June 6!
- What's up with Assumption Life - May 24, 2022
- It's started, you won't want to miss it! (Ontario Adisors)
- What's up with Assumption Life - May 10, 2022
- What's new with Assumption Life
- Be part of our COMMUNITY - Our Difference
- What's up new with Assumption Life - Feb 7, 2022
- What's up, Assumption Life - Feb. 1, 2022
- Everything at your fingertips!
- What's new with Assumption Life - Jan 25, 2022
- Making investing as easy as opening your inbox.
- Bring this everywhere you go! Your Investment Toolkit
- Investing with Assumption Life is as easy as making a sandwich
- What's new with Assumption Life - January 11, 2022
- Sell with Vesta and earn an extra $450 this RRSP season
- Corporate News - Be part of our COMMUNITY
BMO Insurance
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Great value for professionals looking for permanent CI coverage
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SmartDelivery – Our electronic policy delivery (eDelivery) solution - Webinar Sept.27.23
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You’re invited to attend a BMO Insurance Webinar - September 12, 2023
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Five great reasons to choose BMO Insurance for your next UL sale
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Help your clients mitigate risk using Whole Life insurance - August 2023
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What sets us apart in the Canadian Whole Life Market | July 2023
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Take care of your clients’ needs today and tomorrow - July 2023
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You’re invited to attend a BMO Insurance Webinar - June 13, 2023
- New video: The Performance Bonus Rate in action
- The Wave 50.1 is here
- You’re invited to attend a BMO Insurance Webinar
- A NEW cost-effective estate planning solution for your clients
- A NEW cost-effective permanent insurance solution for older clients
- 2023 Performance Bonus Rate Announcement
- 2023 Performance Bonus Rate Announcement
- With rising interest rates…
- New Digital Support Team!
- The Estate Wedge: a way to build value
- We lock-in gains, so you don’t have to
- BMO GIF Fund Performance at your fingertips
- BMO SmartApp - A simple, fast, and easy way to submit your application online - Webinar
- New Digital Support Team!
- How to save with a multi-policy discount
- A lower cost solution, other than Term, for your older clients
- Our top 5 list for Term Life
- Searching for more certainty?
- Estate Planning with Segregated Funds
- Support your clients on World Mental Health Day
- BMO GIF Symposium
- Top 5 reasons for choosing BMO GIF
- You’re invited - BMO GIF Symposium
- Is now a good time to purchase an annuity?
- Responsible investment options with UL
- Three words to describe BMO Insurance Whole Life
- Marketing materials available in Chinese
- Term 15 Exchange Option
- Bookmark this website!
- Our CI claims history
- Little in life is guaranteed but this is
- More guarantees on BMO Insurance Whole Life
- The Wave 49.0 is here
- Webinar - BMO SmartApp - A simple, fast, and easy way to submit your application online
- New Options on BMO Guaranteed Investment Funds
- NEW BMO Sustainable Global Multi-Sector Bond Fund GIF
- Three words to describe BMO Insurance Whole Life
- BMO Webinar - Taking a closer look at our Wealth Dimensions plan
- You’re invited to attend a BMO Insurance Webinar - June 14, 2022
- Underwriting made easy
- We lock-in gains – so you don’t have to
- A few words from our Chief Product Actuary
- Webinar - BMO SmartApp - A simple, fast, and easy way to submit your application online.
- New Term 15 Exchange Option
- A few words from our Investment Officer
- New Advisor tab on SmartApp
- Learn more about our Annual Renewable Term (ART) Rider - Webinar April 28, 2022
- The Wave 48.0 is here
- 2022 Performance Bonus Rate Announcement
Canada Life
- Your Canada Life events: Register now – November 14, 2023
- Get the full package with Canada Life segregated funds - Nov 2023
- Doing business with Canada Life – November 7, 2023
- Get the latest insurance news - Nov 2, 2023
- Canada Life events: Register now – October 31, 2023
- Doing business with Canada Life – October 24, 2023
- Our segregated fund offering is changing, today! Oct.23.23
- Your Canada Life events: Register now – October 17, 2023
- Get the latest insurance news - Sept 21.23
- Your Canada Life events: Register now – September 19, 2023
- Wealth insights for your business needs - Sept.14.23
- Doing business with Canada Life – Sept. 12, 2023
- Get the latest insurance news - Sept.11.23
- Your Canada Life events: Register now – September 8, 2023
- Reminder: register for market insights from Canada Life this fall
- Get more with the Canada Life insurance bonus
- Doing business with Canada Life – August 29, 2023
- Your Canada Life events: Register now – August 22, 2023
- Wealth insights for your business needs | August 17, 2023
- Register for market insights from Canada Life this fall - August 17, 2023
- Doing business with Canada Life - August 15, 2023
- Get the latest insurance news | My Par Gift: Added resources to boost your sales
- Get the latest insurance news | August 10, 2023
- Your Canada Life events: Register now – August 8, 2023
- Some mid-year client statements delayed
- Wealth insights for your business needs (advisor use only) - August 3, 2023
- Doing business with Canada Life - August 1, 2023
- Get the latest insurance news - July 27, 2023
- Your Canada Life events: Register now – July 25, 2023
- Wealth insights for your business needs - July 20, 2023 (Advisor use only)
- Doing business with Canada Life – July 18, 2023
- Get the latest insurance news - July 13, 2023
- Your Canada Life events: Register now – July 12, 2023
- register today for a mid-year outlook on the global economy - July 11, 2023
- Wealth insights for your business needs (advisor use only) July 6, 2023
- Wealth insights for your business needs (advisor use only)
- Doing business with Canada Life – July 4, 2023
- Did you know you can get FASATWeb on Workspace?
- Get the latest insurance news - Summer Savings - June 29, 2023
- Your Canada Life events: Register now – June 27, 2023
- Wealth insights for your business needs (advisor use only)
- Canada Life 2023 Outlook Call July 13, 2023
- Doing business with Canada Life – June 20, 2023
- Canada Life events: Register now – June 14, 2023
- Wealth insights for your business needs - June 8, 2023
- Doing business with Canada Life – June 6, 2023
- Illustration software (v4.9) is now available
- Wealth insights for your business needs - May 25, 2023
- Doing business with Canada Life – May 24, 2023
- Canada Life National Spring Roadshow
- Effective May 12: changes to DSC options on segregated funds
- Doing business with Canada Life – May 10, 2023
- Canada Life My Par Gift: the buzz is loud and we are proud
- Get the latest insurance news - May 4, 2023
- Announcing the 2023 Canada Life dividend scale
- Goodbye RepNet – hello Workspace!
- More support to help you navigate through changes to DSC options on segregated funds
- Register for Insurance Live! Be among the first to hear about the 2023 Dividend scale announcement
- Check out the features of our new chargeback option
- Wealth insights for your business needs | April 13, 2023
- Get the latest insurance news | April 6, 2023
- It’s here! Introducing Canada Life My Par Gift
- 2023 federal budget analysis
- Coming soon: A shorter chargeback option for Segregated Funds policies
- It’s here! Introducing Canada Life My Par Gift
- Changes coming to DSC options on segregated funds
- Get the latest insurance news - March 9, 2023
- Get excited! Something big is coming from Canada Life in early April.
- Canada Life events: Register now
- Wealth insights for your business needs
- There’s more time to help your clients save on critical illness insurance!
- Get the latest insurance news - Feb 24, 2023
- Canada Life | Announcing upcoming Canada Life Portfolio Manager Connect Series
- Take your large cases business to the next level with Canada Life Elevate
- Canada Life events: How a corporate policyowner can access their life insurance policy’s cash value - March 8, 2023
- Doing business with Canada Life – Jan. 31, 2023
- Wealth insights for your business needs - January 19, 2023
- Get the latest insurance news - January 13, 2023
- Wealth insights for your business needs - January 5, 2023
- Get Canada Life Investment Management’s forecast for 2023
- Canada Life events: Register now – Jan. 2023
- Insurance highlights of 2022
- 2022-2023 RRSP and TFSA toolkit now available
- Register now: 2023 market outlook call
- Get the latest insurance news - December 2, 2022
- Wealth insights for your business needs - November 11, 2022 - Issue
- Joint insurance applications are now available on SimpleProtect
- Wealth insights for your business needs
- Doing business with Canada Life – Oct. 26, 2022
- Increased Chargeback compensation for a limited time!
- Get the latest insurance news | October 20, 2022
- Wealth insights for your business needs
- Introduce Canada Life Index ETF Portfolios
- Get the latest insurance news - October 5, 2022
- Your Canada Life events: Register now – October, 2022
- Doing business with Canada Life – Sept. 27, 2022
- Get the latest insurance news | Sept 22, 2022
- Get the latest insurance news
- Your Canada Life events: Register now – September 20, 2022
- Update on accessing client information: Seg fund policies have moved
- Doing business with Canada Life – Sept. 13, 2022
- Get the latest insurance news - September 8, 2022
- New enhancements to Sustainable Portfolios to meet your clients’ growing demands
- RepNet update - August 26, 2022
- Update on accessing client information
- Get the latest insurance news
- Your illustration software is now available
- Increased fraudulent activity – fake GIC brochure
Canada Protection Plan
- Helpful estate planning resources for your clients
- Creating a better future for your clients
- Webinar: Your Whole Life Advantage
- Ask your clients with kids these questions.
- Start earning more now
- Your Go-To for Estate Planning Needs
- More time to take advantage of Foresters term discount
- Step Up is back for 2023!
- Coming October 21st: fast track your business
- Straight A’s, 23 years in a row
- Try our new online training program. Earn a CE credit
- Webinar: Building a Better Business
- Complimentary will preparation service
- Offer clients whole life at rates comparable to T100
- Webinar: Coverage Built for Two - Sept.20.23
- Your Go-To for Estate Planning Needs - August 2023
- You’ll want to take a close look at this - August 2023
- Grow your business with this new sales concept
- Great news! We’re extending our term discount until Oct.31.23
- Close the loop on more sales
- What would you do with a 35% bonus?
- Win Win Promotion extended to Sept. 29th!
- Financial strength to set you apart. - June 2023
- We bring you an action packed powerful hour filled with sales opportunities for
Canada Protection Plan! June 15, 2023 - Webinar: Rethinking how we talk about life insurance - June 21, 2023
- What would you do with a 35% bonus?
- An opportunity to enhance your sales
- You're invited to dine & discover (Ontario)
- Lower costs for your clients = more sales for you
- Dividend interest rate increasing to 5.5%!
- Are you up for a fun challenge?
- A chance to reconnect with clients
- Webinar: Whole Life and Universal Life 101 - March 22, 2023
- Upcoming scheduled systems maintenance
- Help new clients protect the people they cherish the most
- Webinar: Retirement Planning with Life Insurance
- A quick start to 2023 could earn you $400
- Become an All-Star in 2023 and earn more!
- Financial strength to set you apart.
- Webinar: Rethinking how we talk about life insurance - June 21, 2023
- An opportunity to enhance your sales
- Save your clients $$$$ on term insurance
- Webinar: Strategies to help protect the family home
- You're going to ❤️ what we've got planned
- Webinar: Part 2 of Whole Life and Universal Life 101
- Webinar: Fair Treatment of Customers in 2023
- Webinar: Whole Life and Universal Life 101
- Earn more this quarter
- National webinar: Wednesday, February 22 at 1 p.m. ET
Retirement Planning with Life Insurance - Year-end processing deadlines
- Insure your clients with Diabetes for up to $500k
- The Market Need for Simplified Issue CI Insurance
- Joint insurance applications are now available on SimpleProtect
- Reminder: Notice of change to A-Z product – effective Saturday, September 24, 2022
- The new Foresters InsuranceAssist e-App is here!
- Webinar: Coverage Built for Two - September 15, 2022 at 1 p.m. ET.
- The new InsuranceAssist e-App is here!
- InsuranceAssist enhancements launch Sept. 11th
- Foreign students now eligible for Foresters CI coverage
- Insights from the Claims Department
- All insurance products now protected by Assuris
- Protecting the RESP
- Last chance to RSVP! Exclusive seminar: Enhanced Estate Planning. (Ontario Advisors)
- 2 innovative estate planning sales concepts
- Webinar: Boost sales with simplified underwriting
- Critical Illness Insurance - Common Challenges and Solutions for Clients - Webinar
- CPP Case study - Meet Jay
- Webinar: Learn how to grow your CI insurance sales!
- Attention! Major System Outage Scheduled for April 14 to April 15, 2022
- Retirement Planning with Life Insurance Webinar - April 14, 2022
- Please Join us for Millennials - Doing Insurance Differently Webinar
- CPP National Webinar - Thursday, March 10 at 1p.m. ET
- CPP - Qualify and earn more!
Best Doctors Insurance
- Register your WhatsApp for a chance to win!
- Best Doctors Canada Insurance Annual Executive Health Assessment
- KIT - October 2023
- Best Doctors Canada Insurance Physical Therapy Coverage
- Best Doctors Canada Insurance Annual Executive Health Assessment
- Keeping in Touch | August 2023
- The Official BD Champions Tour 2024 Video
- The newest addition to our list of approved clinics for health assessment
- 4 Key reasons to discuss Private Health Insurance with your clients
- KIT (Keeping In Touch) - July 2023
- Win a trip to the Miami Open 2023
- 2022 Survey
- Preferred Provider: Clínica Universidad de Navarra
- 2021 Survey Results Are In
- Updated Provider Network Information
- BD WhatsApp Chat Tutorial Video
- Important Update: Prescription Medications in the U.S.
- New functionality: Letters of Guarantee
- New optional riders for individual plans
- Updated Dates for Portugal Convention
- New Weekly Pay Cycle
- GMC Will Now Offer The Same Benefits As GMC Plus
- 2021 Survey Available Until January 31
- We Are Available
- Important News Effective January 2022
Benva
- Enhancing the Beneva Digital Experience
- Beneva Newsletter - November 2023
- New nationwide ad campaign!
- Global Asset Allocation Perspectives Webinar - Nov 21, 2023
- Transition from La Capitale Financial Security to Beneva
- Beneva Newsletter - October 2023
- Important Message from Beneva
- Digital changes as of October 10 2023
- CORRECTION: Trailer commission payment for the period of October 1 to 9
- Beneva System Migration - An Important Milestone
- Save the date: Canada virtual roadshow - October 11, 2023
- Newsletter - August 2023
- Close the loop on more sales
- What would you do with a 35% bonus?
- Beneva Newsletter - July 2023
- Financial strength to set you apart. - June 2023
- Individual Insurance: What’s new at Beneva - June 2023
- We bring you an action packed powerful hour filled with sales opportunities for
Canada Protection Plan! June 15, 2023 - Webinar: Rethinking how we talk about life insurance - June 21, 2023
- Special term Traditional GIA rate - June 2023
- What would you do with a 35% bonus?
- An opportunity to enhance your sales
- Beneva - Digital Updates are on their way as of June 19 2023
- You're invited to dine & discover (Ontario)
- Lower costs for your clients = more sales for you
- Dividend interest rate increasing to 5.5%!
- Are you up for a fun challenge?
- A chance to reconnect with clients
- Webinar: Whole Life and Universal Life 101 - March 22, 2023
- Upcoming scheduled systems maintenance
- Help new clients protect the people they cherish the most
- Webinar: Retirement Planning with Life Insurance
- A quick start to 2023 could earn you $400
- Become an All-Star in 2023 and earn more!
- Financial strength to set you apart.
- Webinar: Rethinking how we talk about life insurance - June 21, 2023
- An opportunity to enhance your sales
- Save your clients $$$$ on term insurance
- Webinar: Strategies to help protect the family home
- You're going to ❤️ what we've got planned
- Webinar: Part 2 of Whole Life and Universal Life 101
- Webinar: Fair Treatment of Customers in 2023
- Webinar: Whole Life and Universal Life 101
- Earn more this quarter
- National webinar: Wednesday, February 22 at 1 p.m. ET
Retirement Planning with Life Insurance - Year-end processing deadlines
- Insure your clients with Diabetes for up to $500k
- The Market Need for Simplified Issue CI Insurance
- Joint insurance applications are now available on SimpleProtect
- Reminder: Notice of change to A-Z product – effective Saturday, September 24, 2022
- The new Foresters InsuranceAssist e-App is here!
- Webinar: Coverage Built for Two - September 15, 2022 at 1 p.m. ET.
- The new InsuranceAssist e-App is here!
- InsuranceAssist enhancements launch Sept. 11th
- Foreign students now eligible for Foresters CI coverage
- Insights from the Claims Department
- All insurance products now protected by Assuris
- Protecting the RESP
- Last chance to RSVP! Exclusive seminar: Enhanced Estate Planning. (Ontario Advisors)
- 2 innovative estate planning sales concepts
- Webinar: Boost sales with simplified underwriting
- Critical Illness Insurance - Common Challenges and Solutions for Clients - Webinar
- CPP Case study - Meet Jay
- Webinar: Learn how to grow your CI insurance sales!
- Attention! Major System Outage Scheduled for April 14 to April 15, 2022
- Retirement Planning with Life Insurance Webinar - April 14, 2022
- Please Join us for Millennials - Doing Insurance Differently Webinar
- CPP National Webinar - Thursday, March 10 at 1p.m. ET
- CPP - Qualify and earn more!
Desjardins
- News from Desjardins Insurance - Nov.6.23
- Technological incident RESOLVED | The insurability questionnaire of the e-application is AVAILABLE - Oct.26.23
- News from Desjardins Insurance - October 10, 2023
- Discovery Series with Desjardins: Webcast & Podcast September
- Webcast - Sept 21| Economic Update - 2023
- CE on-demand | August - 🔎Discovery Series Webcasts: top up your CE credits this summer!
- News from Desjardins Insurance - July 31, 2023
- Discovery Series Vodcasts: top up your CE credits this summer! - July
- News from Desjardins Insurance - July 17, 2023
- News from Desjardins Insurance - July 2023
- CE on-demand | 🔎Discovery Series Vodcasts: top up your CE credits this summer! June 2023
- News from Desjardins Insurance - June 19, 2023
- Master Class Series | A NEW vodcast series offered by Desjardins' Product & Concept Expertise! June 2023
- News from Desjardins Insurance - June 5, 2023
- New legislative obligations | Changes made to our forms
- CE on-demand | 🔎Discovery Series Vodcasts: top up your CE credits this summer!
- News from Desjardins Insurance - May 8, 2023
- News from Desjardins Insurance- April 25, 2023
- News from Desjardins Insurance - April 11, 2023
- Discovery Series | 2023 April Vodcasts (CE Accredited)
- News from Desjardins Insurance - March 27, 2023
- News from Desjardins Insurance - March 13, 2023
- Register Today | Desjardins Vodcasts in partnership with Advocis: March 2023 (CE Credits Available)
- We've updated the Financial underwriting requirements to better position ourselves in an increasingly competitive market.
- News from Desjardins Insurance - February 13, 2023
- News from Desjardins Insurance - January 30, 2023
- Discovery Series - February Vodcasts (With CE Credits)
- News from Desjardins Insurance - January 16, 2023
- Desjardins Vodcast: January 10, 2023
Equitable Bank
- Foresters Financial Added for CSV Lending - Click for details
- Covering the Retirement Shortfall with CSV Lending. Click for details
- Major expansion of CSV lending carriers: Manulife, Desjardins. Click for details
- CSV Lending: Sales & Service Applications for Whole Life Policies (Webinar recording - Equitable Bank)
- Optimizing Clients' Retirement Plans with Whole Life Insurance | Contact Mike Pilz
Equitable Life of Canada
- EXCITING NEWS! Digital Transactions for Universal Life Plans Now Available
- New 350 Life and CI Applications
- Equitable Savings & Retirement Webinar Series presents Payout Annuities: A Retirement Strategy
- Message from Equitable President and CEO Fabien Jeudy
- Lin covers her life, her partner, her home, and business with Equitable’s Term Life insurance
- Competitive Edge Newsletter - October 2023
- : EquiNet Email Verification Starting October 21
- With the Equitable Life FHSA, you don’t have to wait to get clients’ money working for them
- Tuesday Treasures with Heath & Hutch for their Halloween Special Oct. 31st Horror Stories and Estate Planning Mishaps (CE credits ON only)
- Tuesday Treasures October 24th Invesco Global Market Update & EL Global Companies Fund - ONT CE credit only
- Text Notifications keep you informed in real time on your Equitable individual insurance business
- Tuesday Treasures with Heath & Hutch Oct. 17th, Group Benefits 101 (ONT advisors only)
- Join us for an Equitable Life Master Class webcast featuring Daryl Diamond, Dynamic Funds
- Universal Life Savings and Investment Options Updates
- Competitive Edge Newsletter - September 2023
- How to talk to clients about CI when they don’t want to
- First Home Savings Account Webcast September 27, 2023, 2:00 PM ET
- The Equimax® EVOLUTION continues!
- New 350 Life and CI applications are here - Sept. 2023
- Clients could win $8,000 with an Equitable Life FHSA!
- Introducing Path to Invest for learning and earning CE credits -Sept 2023
- Competitive Edge Newsletter - August 2023
- Leverage Financial Literacy to Engage the Next Generation - Webinar (Ont advisors)
- Join us for a New Webinar with Keith Leech - Keep that objection out of my meeting.
- Making it easier to claim for Loss of Independent Existence for EquiLiving Critical Illness insurance - Aug.2023
- New Illustration Software now Available! - Aug,2023
- Introducing Path to Invest for learning and earning CE credits - Aug.2023
- See why choosing EquiLiving Critical Illness Insurance is the right choice for Ayo’s family - Aug.2023
- Predictive Analytics at Equitable Life - August 2023
- Special 5% rate for clients until Pivotal Select FHSA is available - August 2023
- Step Up Your Wealth Sales with Equitable Life!
- Introducing Path to Invest for learning and earning CE credits
- Competitive Edge Newsletter - July 2023
- New 350 Life and CI Applications
- Equitable Life ClearBridge Sustainable Global Infrastructure Income Fund Select: Stability and diversification
- Critical Illness Insurance Update
- New Dividend Scale Effective July 1, 2023!
- Competitive Edge Newsletter - June 2023
- Equimax® Participating Whole Life – A whole life solution for everyone
- What You Should Know About Equitable Generations Universal Life
- Advisor Compensation after the DSC/LL ban May 29, 2023
- Join Equitable Life® and Franklin Templeton for the Bissett Funds Summit! July 2023 (Ontario)
- Path to Success modules now available on EquiNet!
- Equitable Life Webcast Series featuring Equitable Life Dynamic Asia Pacific Equity Fund Select (June 2023)
- Path to Success modules now available on EquiNet!
- Intergenerational Wealth Transfer Webinar - June 13, 2023 (CE credits Ontario only)
- Equitable Life Webcast Series featuring Equitable Life Dynamic Asia Pacific Equity Fund
- Competitive Edge Newsletter - May 2023
- Equitable Life 2023 Dividend Scale!
- Marketing and promoting your practice - Webinar: May 30 (CE Credits Ontario only)
- Important notice - funds with Deferred Sales Charge (DSC)
- What’s the scoop on Bill 96 for insurance contracts?
- The Psychology of Referrals (1 CE - Ontario only) Scott Siegers, VP Regional Sales with Franklin Templeton Investments
- Equitable Life Spring Update & 2023 Dividend Scale Announcement
- Get Client Focused: Turning Compliance into Your Advantage (Webinar)
- NEW MARKETING MATERIAL! Flexibility for supplemental income with Equimax
- IMPORTANT NOTICE: FUNDS WITH DEFERRED SALES CHARGE OPTIONS
- EZcomplete® now displays Critical Illness insurance premiums
- Competitive Edge Newsletter - April 2023
- New Marketing Material! Equimax® Participating Whole Life, Strong and Stable Dividends
- Equitable Life Dynamic Global Real Estate Fund Select: More than an inflation hedge
- Equitable Life webcast series presents Mackenzie Investments featuring Arup Datta
- Start a Conversation with EZstart – Now Available for Equimax Wealth Accumulator®
- The Equitable Life FHSA is coming!
- Tuesday Treasures with Heath and Hutch, April 11, 2023 9:00am with Guest David Fingold, Dynamic Funds (CE Credits Ontario only)
- Competitive Edge Newsletter - March 2023
- Equitable Life presents “Opportunities and risks in the current investment landscape” featuring David Irwin
- Supporting clients at claim time with KIND™
- Webinar - March 21st at 9:00am A Retirement Income Strategy (Ontario only 1 CE).
- Equitable Life presents “Opportunities and risks in the current investment landscape” featuring David Irwin
- Don't miss our new year tune-up for Equimax® participating whole life!
- Access more fund performance information faster and easier from Equitable Life
- Let's talk about Critical Illness insurance, the Equitable Way
- March 14th 9:00am for our Tuesday Treasures with Heath & Hutch where our topic is C.I. Path to Success (1CE ONT Only)
- Invitation and Links for Tuesday Treasures with Heath & Hutch, March 7th. Insights into Non-Registered Taxation for Segregated Funds (1CE Ontario only)
- Step Up Your Wealth Sales with Equitable Life!
- Competitive Edge Newsletter - February 2023
- Access more fund performance information faster and easier from Equitable Life
- A good time to look at the Equitable Life Money Market Fund Select
- Equitable Life's Auto Assess Program Reaches 50% Auto Approvals
- New year tune-up for Equimax® participating whole life!
- Clients can win up to $5,000 in the RSP Grow Your Future Contest!
- This year's RRSP contribution deadline is March 1, 2023
- Watch for changes to our Equimax® Solution – Coming next week!
- Join us for our first Equitable Life Master Class webcast - February 8, 2023
- 5 Things You Need to Know About Equitable Generations Universal Life
- Competitive Edge Newsletter - January
- Step Up Your Wealth Sales with Equitable Life!
- SMS is available for Individual Insurance application updates
- Updated Temporary Resident Guidelines – Student Permit Requirements
- Clients can win up to $5,000 in the RSP Grow Your Future Contest!
- Competitive Edge Newsletter - December
- Kickoff to 2023 with Equitable Life and Robert Gignac
- Stay connected with a NEW Web Illustration tool for Equimax®
- Clients can win up to $5,000 in the RSP Grow Your Future Contest!
- December 30 Deadline for 7% No Load CB5 Initial Commission for Investment Class (75/75)
- NEW Jump Around Feature Available on EZcomplete®
- Submit PADs in a fraction of the time? It’s true…
- 2022 Holiday Hours
- Step up your Individual Insurance Sales!
- Equitable Life of Canada Webcast Series featuring Payout Annuities
- An Exciting Fund Lineup Offered with Equitable Generations™ Universal Life Insurance
- Competitive Edge Newsletter - October
- Equitable Life’s KIND™ and Cloud DX Services Set Us Apart
- Submit PADs in a fraction of the time? It’s true…
- SMS now available for Individual Insurance application updates
- Equitable Life of Canada Webcast Series featuring Fidelity Investments
- Start a Conversation with EZstart - Now available for Universal Life!
- You are invited to the Savings & Retirement Virtual Roadshow Session
- 5 Things You Need to Know About Equitable Generations Universal Life
- A New Universal Life Insurance Solution for the 21st Century – Available NOW!
- Equitable Life of Canada Webcast Series featuring Franklin Templeton
- eSignature is ONE simple step with Equitable Life!
- Equitable Life launches 12 new segregated funds
- The Equitable Life Fall Roadshow is coming to a city near you!
- A New Universal Life Solution for the 21st Century – Coming Soon
- Equitable Life of Canada Webcast Series featuring Invesco Canada
- Start a Conversation with EZstart™
- Competitive Edge Newsletter - August
- Equitable Life launches 12 new segregated funds
- THREE new ways to help make your business run smoother
- Updated Temporary Resident Guidelines!
- Competitive Edge Newsletter - July
- Taking the guess work out of market volatility with Equitable Life
- Universal Life Product Fund Changes
- Step Up Your Wealth Sales with Equitable Life!
- Equitable Life’s Auto Assess Program Reaches 40% Auto Approvals
- 7% No Load CB5 Initial Commission - Limited Time Offer!
- Give clients guaranteed retirement income with Payout Annuities
- Competitive Edge Newsletter - June
- Adding the Excelerator Deposit Option (EDO) to an Equimax® participating whole life policy just got easier!
- Competitive GIA rates and more!
- Our Service Standards
- Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
- Competitive Edge Newsletter - May 2022
- Build your business with baby steps - Invest today to prepare for tomorrow with life insurance on a child
- Grow your guarantee using resets from Equitable Life
- Changes to the Compensation Inquiry section on EquiNet
- Start a Conversation with EZstart™
- Breaking news – Equitable Life’s Dividend scale remains unchanged
- 7% No Load CB5 Initial Commission - Limited Time Offer!
- The Equitable Life Prestige Advisor Program
- Step up your sales!
- Equitable Life Savings & Retirement Webinar Series featuring Dynamic Funds
- Competitive Edge Newsletter - April 2022
- Referrals are important to your business...and they're important to ours too
- Calming client fears about inflation and market volatility
- Equitable Life Savings & Retirement Webinar Series
- Your first $3 million has never been EZier!
- Important information regarding use of the form 350 Application for Life and/or Critical Illness Insurance
Edge Benefits
- September webinars
- Earn up to $5,000 in bonuses with EDGE this July
- EDGE Benefits - March 2023 Seminars
- Webinar: WCB/WSIB/CNESST & Government Benefits
- 2023 Brings New and Rewarding Incentive Programs!
- Edge Benefits - January 2023 quick start contest
- Earn free CE credits with EDGE this September
- EDGE Benefits - June Seminars
- March Multi Life Webinar Series
- January Webinar Series
- 2023 Benefits Conference
Empire Life
- Zoom webinar - Empire Life American Value and Market Update with Ashley Misquitta
- Presenting PAR as an Asset Class to clients for Financial Literacy Month
- Now available: Explore opportunities in growth investing with Empire Life Global Growth GIF
- Empire Life Insight for November 14, 2023
- Start the conversation around growth investing with new client-friendly sales tools
- Fixed Income Update: Looking Back at a Turbulent Year in the Bond Markets
- Financial Literacy Month: Help young families protect their future
- Register for our Webinar: Explore opportunities in growth investing with Empire Life Global Growth GIF
- Offering your clients more permanent life insurance options with a NEW Term to 100 product and enhancements to Solution 100(R) from Empire Life
- Empire Life Insight for October 27, 2023
- Update on Semi-Annual Statement Mailing - Sept 20.2023
- Empire Life Insight for September 15, 2023
- TRIIPSS Webinar: Getting paid for the value you provide - September 20, 2023
- Empire Life Insight for September 1, 2023
- Now available on demand: Shared ownership and critical illness insurance - August 2023
- Your clients' mid-year eStatements are ready - August 2023
- Earn a competitive 4.5% target return with the Empire Life Money Market Fund
- Empire Life Dividend Growth Fund Update
- Register for our next TRIIPSS webinar: Shared ownership and critical illness insurance
- Empire Life Insight for August 17, 2023
- Empire Life Insight for August 4, 2023
- A message from Paul Holba, SVP and CIO
- Update on Semi-Annual Investment Statements and other customer communications
- Empire Life Insight for July 20, 2023
- New security enhancements for customer and advisor Empire online accounts are coming soon! - July 2023
- TRIIPSS Webinar: Insurance based investments: case studies from the library and archives - July 26, 2023
- Empire Life’s Multi-Strategy growth funds propelled by the re-emergence of growth stocks
- Empire Life Insight for July 11, 2023
- Empire Life boosts return on its money market fund, targeting 4.5%
- Don't forget to take advantage of more FYC with the Fast & Full(R) eBundle Bonus!
- Looming capital gains taxes? The Keep the Cottage in the Family Strategy could help!
- Save more time with the new eSignature Status for eForms
- Ask Me Anything webinar: Empire Life and Canoe Financial – A powerful combination in a new fund series - June 2023
- Empire Life Insight for June 14, 2023
- Register for our next TRIIPSS webinar: Corporate owned life insurance and personal estates (June 2023)
- Empire Life launches 3 new funds and makes several changes to GIF contract.
- Empire Life Insight for May 26, 2023
- Empire Life Insight for May 12, 2023
- You're Invited! Join our Empire Elite Equity GIF update and market outlook
- Announcement - Michael Liem - Insurance Account Executive - May 2023
- Empire Life Insight for May 2, 2023
- TRIIPSS Webinar: Generating lifetime income Part 2: Some principles to employ
- Now available on demand: TRIIPSS webinar: Generating lifetime income: Part 1 - The planning process (empire.ca)
- Now Available on Demand: Generating lifetime income: Part 1 - The planning process
- Find opportunities to grow your business with your clients’ Expiring Child Rider Conversions
- Off the Cuff with Ashley Misquitta: Critical minerals, mining and the energy transition
- Purchase fee option changes on certain Empire Life segregated funds
- Empire Life Insight for April 14, 2023
- Investment insights from Japan—much has changed since 2019
- New, shorter underwriting questions for a better customer experience in Fast and Full(R)
- Get up to speed with our 2023 Federal Budget Overview infographic
- Can life insurance be equivalent to a pre-tax return of 15% on a non-registered investment?
- TRIIPSS webinar: Register for Generating lifetime income: Part 1 - The planning process
- CIO interview—How Empire Life achieved its performance results in 2022 and is positioned for 2023
- Take advantage of more FYC with the Fast & Full(R) eBundle Bonus
- Empire Life Insight for March 31, 2023
- Enhanced Term Exchange Program adds even more flexibility
- Empire Life ranked 2nd in 2022 seg fund performance by Investment Executive
- Back for another year! Get rewarded in two great ways with Empire Life
- Announcement - Laura Madsen
- Empire Life Insight for March 16, 2023
- Join the Empire Life investment team’s webinar with Sr. Portfolio Manager, Albert Ngo
- New Solution 15™ Term Life Insurance
- TRIIPSS Webinar: Financial Underwriting and larger case handling
- Empire Life Insight for March 3, 2023
- Your clients can now see MORE details about their Investment Options on MyEmpire
- Learn what helped the Empire Life Asset Allocation GIF win a FundGrade A+(R) award again in 2022
- Now available on demand: Wealth building and preservation strategies for a successful year
- Empire Life Insight for February 21, 2023
- Help your clients understand investment risk, and adopt the best strategy for their needs
- Look To Our Shining Stars: Our top-performing funds for February
- Reassure clients that DCA can benefit them in a volative market
- Empire Life Insight for February 3, 2023
- Avoid emotional investment decisions by understanding where the risks lie
- TRIIPSS Webinar: Advisor opportunities in this digitally, pandemically & economically changed world
- Now Available On Demand: Leveraging our 2022 success for 2023
- Reduce volatility with the right diversification strategy
- Empire Life wins two FundGrade A+ Awards for segregated funds
- Get rewarded for growth in 2023 with Empire Life GIFs.
- Empire Life Insight for January 23, 2023
- Empire Life celebrates 100 years of helping Canadians
- TRIIPSS Webinar: Advisor opportunities in this digitally, pandemically & economically changed world
- Your clients' December 31, 2022, eStatements are ready
- 2023 RRSP & TFSA Toolbox to support you and your clients this season
- Join our investment team round table for a review of our 2022 success and 2023 outlook
- Empire Life Insight for January 9, 2023
- Earn more FYC in 2023 with the Fast & Full Bonus until March 31, 2023
- Now Available On Demand: Taking a deep dive into the TFSA
Foresters
Humania Assurance
iA Financial Group
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Choose iA magazine 2023-2024 editions, and more | iA CONNECTED
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Leveraging Segregated Funds for Estate Planning - Webinar Oct 19.23
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Looking beyond guaranteed investments, and more | iA CONNECTED
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Your invitation has arrived! | Savings & Investment Conferences
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Join us for our biggest savings and investment event of the year!
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Let's Talk | Market Outlook with Sébastien Mc Mahon - Sept 25.23
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New − Compliance Portal for the Brokerage Network - Sept 2023
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Personal information | The importance of obtaining client consent
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Important | Legal obligation in Quebec on Assure&go - September 2023
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New conversion opportunities | Existing clientele - August 2023
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Opportunities with GIF at maturity, and more! | iA CONNECTED - August 21, 2023
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iA PAR | Overview of the Participating Account's Highlights as at June 30, 2023
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Investment funds mid-year review...and more | iA CONNECTED - August 2023
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Q2 2023 Quarterly reviews for many of your favorite Fidelity funds
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GIF and HISA | Have you discussed this option with your clients?
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Permanent vacation: help your clients achieve a successful retirement
- Review of the week | July 7
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Availability of investment statements…and more! | iA CONNECTED
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Newcomers marketing campaign launch: New business opportunities
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The Bank of Canada increases its policy interest rate by 25 basis points, which now stands at 4.75%.
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iA Policies and Procedures Guide updated, and more! | iA CONNECTED
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Dividend funds | A sense of nervousness pervades the markets
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New legal obligation following amendments to the Charter of the French Language
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iA Webseries - Corporate critical illness insurance to protect assets
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New specialized life insurance product, and more! | iA CONNECTED
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Compensation | Changes to the rules regarding replacement charges for individual insurance policies
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iA Webseries | Over 5,000 of your colleagues have taken the opportunity
- Reminder: Deferred Sales Charge (DSC) option closing soon
- Let's Learn: Segregated Funds - May 4 | 1PM
- Interview | Why choose GIFs and HISA in five questions
- Economic Overview - Week Ending April 21, 2023
- Sustainability Report | 2022 marks a turning point in iA's ESG strategy
- Reminder: Withdrawal of the Interface Suite on May 5, 2023
- Did you know... Guaranteed interest funds
- Review of the week, and more! | iA CONNECTED - April 15, 2023
- Economic Overview - Week Ending April 14, 2023
- Market Index Heat Map | Equities with a growth bias were the clear winners in March
- Review of the week, and more! | iA CONNECTED | April 8, 2023
- Economic Overview - Week Ending April 6, 2023
- Management Expense Ratios (MERs) update
- Global Fixed Income (PIMCO) | Financial markets broadly retreated in February
- Tax Refund as business leverage, and more! | iA CONNECTED
- Economic Overview - Week Ending March 31, 2023
- Economic Overview - Week Ending March 17, 2023
- Let's Talk – Featuring David Fingold, Dynamic Funds - April 13, 2023
- New tools to strengthen your client relationship
- iA PAR | Increase of maximum amount without a special quote
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Important changes to the Diploma RESP, and more! | iA CONNECTED
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Strategic Income Fund | Defensively positioned for uncertain markets
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New conversion opportunities | Existing clientele
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Market Index Heat Map: Investors chilled by the idea of stickier inflation
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Stay tuned for the next Let's Talk webinar with David Fingold!
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Global Fixed Income (PIMCO): Rate hike and inflation fears ebbed in January
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Your clients aged 50-70: Golden age or gold mine?
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Ex-iA Excellence | Harmonization of compensation for changes of advisor
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Monthly Macro and Strategy | The case for more rate hikes
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Global Fixed Income (PIMCO): A lower risk appetite at year-end
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Policy rate increase of 25 bps, the Bank continues its quantitative tightening
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Keys to the market | The markets are showing signs of optimism!
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Keys to the market | Disappointing retail sales in the US: The bear market continues!
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Did you know that your clients have until January 31 to double their chances of winning $5,000
- Where will growth come from?, and more! | iA CONNECTED
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Policy rate increase of 50 bps, the Bank's 7th consecutive hike!
- Investing through volatility, and more! | iA CONNECTED
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GIFs & HISA: Make the most of our competitive rates!
- 2023 RRSP-TFSA campaign, and more! | iA CONNECTED
- FidelityConnects webcast | Global equities: 2023 outlook with Patrice Quirion
- A housing bubble ready to burst?, and more! | iA CONNECTED
- Tools for the RRSP-TFSA period, and more! | iA CONNECTED
- Keys to the market | iAIM Economic review for November 4, 2022
- Financial Literacy Month | Showcase your advisor role
- The Bank of Canada tightens its monetary policy once again
- Economic Overview - Week Ending October 28, 2022
- Policy rate increase, the Bank's 6th consecutive hike
- Asset transfer on death, and more! | iA CONNECTED
- Investing according to your values with the five new iA segregated funds
- iA CONNECTED | New content - Oct 25, 2022
- Economic Overview - Week Ending October 21, 2022
- 2022 iA Savings & Investment Conferences - Virtual
- Modification | Asset transfer process on death
- Upcoming launch of five new segregated funds
- It’s time to send your RRSP conversion requests!
- Economic Overview - Week Ending October 14, 2022
- Market volatility for clients, and more!
- Economic Overview - Week Ending October 7, 2022
- Economic Overview - Week Ending September 30, 2022
- Invitation - 2022 iA Savings & Investment Conferences
- Review of the week | iA CONNECTED
- New economic weekly review, and more! | iA CONNECTED
- The conversion opportunities
- Economic Overview - Week Ending September 23, 2022
- iA CONNECTED: Bond Fund | Mid-summer dreams of a U.S. Fed pivot give way to the realities of persistently high inflation
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IN YOUR INTEREST! podcast | 2nd series - The success continues!
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Thematic Innovation Fund | Inflation concerns shifting to fears of recession
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Availability of semi-annual statements, and more! | iA CONNECTED
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This week, higher prices at the pump are pushing total inflation to new 40-year highs.
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Need to make a change to an in-force insurance policy? EVO lets you get the job done fast
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This week, markets are plunging again as U.S. inflation reaches a 40-year high.
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New! Opportunities available directly in your Advisor Centre
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iA PAR Wealth | An advantageous solution to strengthen corporations' balance sheets
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This week, the Bank of Canada is back with another super hike. Will there be more to come?
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Did you know that RESP assets have more than doubled in the last 10 years?
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Webseries leading the momentum - Term life insurance for corporate needs
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Leading the Momentum: Term life insurance for corporate needs
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iA CONNECTED | April 22, 2022 - Lifting the maximum face amount for remote sales.
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Did you know…that iA Financial Group is the leader in term life insurance
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A first 0.50% rate hike from the Bank of Canada, another one in June?
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Economic Overview - Get ready for the Bank of Canada to slam both feet on the brakes!
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What to do with the income tax return, and more! | iA CONNECTED
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1st Webseries Living Benefits | Seize Opportunities - April 19 at 1:00 p.m.
- iA Connected |Monthly commentary by Jean-Pierre Chevalier, Senior Portfolio Manager, U.S. Equities
- iA sets the pace with the most competitive term life insurance than ever!
- New Smoothed Return Diversified Account, and more! | iA CONNECTED
ivari
- It is official! The sale of ivari to Sagicor has closed - Oct 2023
- ivari presents… Leading Through Change - Oct 2023
- If they can’t understand it, they won’t buy it - September 2023
- ivari presents… on the go: Building Relationships
- Stay in the know with ivari info. How to make a claim - August 28. 2023
- ivari presents… on the go: High performing teams and coaching
- ivari presents… on the go: Fair Treatment of Customers with Adam Kulesza
- We still offer a virtual way to sell life insurance
- ivari presents… on the go: LIMRA and the insurance industry with Brent Lemanski
- Québec’s Bill 96: Presenting Policy Contracts to Québec Residents – Heads Up (July 12,2023)
- ivari presents… on the go: Organization Skills
- Contact-free…and easy as can be!
- What’s new in webcappow? - June 28, 2023
- ivari presents… Market Update Webianr - June 15, 2023
- Join us for live webinars where we demo our webcappow system!
- ivari presents… 5 Pillars and the Intentions in Business with Kim Skerm
- ivari presents… How to be the best YOU
- Register: Sorry Dorothy, There's No Going Back
- Have you listened to ivari presents…On the go yet?
- ivari presents… Helpful Hypotheticals with Franzi
- Some important information for your 2022 tax reporting and 2023 RRSP contributions
- The New version of the imaxxGIF Kit (IP903T)
- Register: Advocis: The Professional Association for Your Professional Development
- ivari presents… Compliance Discussion: What I Wish I Knew
- What it Really Means to Get What You Want in 2023
- The Critical Illness Conversation with Keith Leech - Webinar
- ivari presents…Underwriting year-end round up
- ivari presents…Getting ready to present
- ivari presents…Measuring success on social media
- ivari presents…Helping you navigate some common inforce processing requests
- ivari presents…On the go: Understanding the claims process with Franzi
- As of Friday, October 7, 2022, you will be temporarily unable to download your Quebec CE credits
- Reminder to register: Mentorship
- ivari presents…Tax estate planning Webinar - Sept 29, 2022
- ivari presents… Underwriting and compliance fireside chat
- Stay in the know with ivari info - New mailing address and fax number discontinuation
- Wilton Re Announces the Sale of ivari
- Sagicor Financial Company Ltd. to acquire ivari
- Change beneficiary form has gone paperless
- Listen to our new podcast, ivari presents…On the go
- ivari presents…Basics of business insurance
- Top 10 ways to help your application go through underwriting faster
- Electronic signature eligibility and criteria – Effective June 1, 2022
- ivari presents…How to integrate your digital marketing - Webinar on June 2, 2022
- Important Underwriting requirements information
- ivari presents…Building influence and community on Instagram—on demand
- ivari presents…Exploring clients’ needs - Webinar
- ivari presents… Advisor best practices with Keith Leech - Webinar
- ivari presents… Social selling with Social Sherpa
- We’re pleased to announce our updated immigration guidelines!
- ivari presents…Simplifying the Insurance Conversation - Webinar
- Remember to register for our latest webinar Coaching - Thursday, April 21, 2022
- Reminder to register for High performing teams - Webinar: April 7, 2022
- Keep track of your CE credits - Your license depends on it.
- ivari presents…Access to quick, convenient and round-the-clock online medical care!
- Reminder to register for 100th episode: Past, present and future.
- ivari presents… Consultative selling - Webinar
- Stay in the know with ivari info
- ivari presents…Adapting to Constant Change Webinar
- ivari Present.... Personal Tax Planning:2021/2022 Update - Webinar!
LaCapitale
- Beneva Newsletter - July 2023
- Join us for Part 2 & 3 of our Summer Webinar Series with CI Global Asset Management
- Individual Insurance: What’s new at Beneva - June 2023
- Special term Traditional GIA rate
- New Beneva Offer: Transition Rules and other important changes
- Beneva updates
- Beneva Savings and Investments Launch Webinar
- Beneva Newsletter - April 2023
- Save the Date - GETTING TO KNOW BENEVA
- Join us for our April Webinar with Grant Hicks
- Appointment of Harley Kizner, Sales Director
- Beneva Newsletter - March 2023
- Beneva Newsletter - February 2023
- Beneva Newsletter - January 2023
- Join us for 2 exciting webinars hosted by AGF Investments
- Beneva's official launch webinar !
- Beneva's official launch webinar and important information for Fundserv
- Beneva Newsletter - December 2022
- Market Leadership Amidst Choppy Waters in 2022
- La Capitale and SSQ Insurance will become Beneva
- Your Toolbox for the 2023 RRSP Season
- Webinar: Market comments and impacts of the latest US elections
- What makes financial planning more efficient - Webinar
- Beneva Newsletter - October 2022
- Beneva Wealth Webinar series – Fall 2022
- Webinar: Global Asset Allocation Update with Fidelity
- Beneva Wealth Webinar series – Fall 2022
- Beneva Newsletter - September 2022
- Invitation Beneva 2023 - Vancouver
- Webinar: Insights from the Actuary and Product Development Team
- Beneva Newsletter - June 2022
- Webinar: Insights from an Underwriter
- Your Life Insurance Toolbox: Children’s Insurance
- Your Life Insurance Toolbox: Protecting Loans
- Tax and Legal Update 2022
- Beneva and AGF Investments - Webinar May 3, 2022
- What economic trends can we expect in 2022?
- Quicker Billing Period for Preauthorized Debits
- Beneva Newsletter - February 2022
- Reminder: Financial Advice Webinar February 2
- Beneva newsletter - January 2022
- Reminder - La Capitale is becoming Beneva!
- Financial Advice Webinar series
- JAVA Vulnerability
- La Capitale is transitioning to Beneva!
Life Design Analysis
- Succession planning - is a huge issue facing our industry, not only for advisors selling a block but also for buyers looking to purchase one - Click here to read the full article
- Did you miss our October Webinar? You can watch it here!
- Read our blog - on how you can cure insurance confusion with your clients
- Join us on October 27, for our next installment of our webinar series. Planning to product, how to find the right fit for your clients...
- Webinar August 25 at 2pm ET - Ways to use educational content to help generate leads
- Generating new leads for a business is always a top priority. Read our blog
- Summer is almost at an end, but that doesn't mean your opportunities need to. Until September 1st, 2022, Save $100 when you add LDA LeadGen to your annual subscription
- Have all your questions about LDA answered live! Join us on Thursday, July 28th, for an open forum Q&A
- Did you miss our May Webinar? Click here to watch the replay
- Don't miss our May Webinar! This month Charlie Conron will be presenting LDA features that will help you to enhance your client file.
- Join us on Thursday, April 28th, for our monthly webinar hosted by Jon Jarvie. This month Jon will be answering all your LDA questions. Click to register.
- Did you miss our monthly webinar - This month Charlie showcased our new IFA report components as well as other new features in LDA. Watch the recording and see what you missed!
- LDA iscurrently running an in-force sales campaign with RBC Insurance - click here to see the campaign landing page. If you have business with RBC Insurance there may be opportunities for you!
- LDA Webinar March 31 - Charlie will showcase our new IFA report components as well as other new features in LDA.
- Read our Blog - About the impact of inflation on life insurance and how you can leverage LDA to showcase this to your clients.
- Read our tips on How to increase the value of your block of business
- Learn how you can leverage your circle of influence to generate more leads here, plus it comes with free customizable templates!
- 7 ways you can generate more leads! Read all about it HERE.
- Read our blog on clearing the confusion of Life Insurance lingo, jargon, and presentations.
- Missed January's webinar, click here to view the recording on generating leads from your website with LDA embedded lead generation
- Read here to see tips and ideas to increase the scale of your funnel to capture more warm leads.
- January webinar: How you can generate targeted insurance leads from your website.
- Are you finding yourself explaining jargon to customers? Read through our blog here.
- Looking for a refresher on our software? Watch a quick overview of the insurance policy summary today!
- We wanted to share some of the things that set the top advisors apart. Read about it here.
- Have you noticed the rising costs of inflation? Are you prepared to show how that will affect your customer's insurance policies? Read our blog on inflation's impact on insurance to learn how you can leverage LDA to illustrate the true value of insurance to your clients.
Manulife
- Manulife Affinity - FollowMe™ Health and Dental rates are increasing in 2024
- Manulife Insurance updates for November 2023
- Improved annual deposit option limits for Manulife Par policies
- : Don’t miss our Master Class: Manulife Vitality-the Year in Review
- Join us for our session on November 9th @ 1:00 pm ET for: Navigating the Term Conversion process for Insurance Business
- We’ve relaunched an optimized Performance matters web page that highlights how four of Manulife Investment Management’s funds rise to the challenge over the long run
- Manulife Par pay to age 100 is now available!
- Have questions when it comes to RESPs?
- Manulife Insurance updates for October 2023
- Register now! Manulife's 2 part Synergy School - Wednesday October 11th & 18th
- Ensuring your clients are covered this winter with Manulife Travel Insurance - September 14, 2023
- Exclusive Breakfast Seminar! Boston-based Manulife U.S. Core Value Equity Team - September 6, 2023
- Check out the replay—Meet the managers call series June 21st
- Looking for client-friendly content on Dollar-cost Averaging?
- The 2023 Advisor Quick Reference Guide (MK1734E) includes all the latest tax rates and resources, conveniently in one booklet
- Updates for illustrating Synergy and Lifecheque Basic
- Changes to the Registered Education Savings Plan (RESP)
- -Retiring E-Application to new business on September 9, 2023
- The Bank of Mum and Dad - Listen Now
- Manulife E-Application now includes Reason Why Letter template
- Check out the replay—Meet the managers call series June 21st
- Passing down family cottage to the next generation may not be as easy as you think
- Updated GIC Rates - June 20, 2023
- Estate Planning Toolkit
- The 2023 Advisor Quick Reference Guide (MK1734E) includes all the latest tax rates and resources, conveniently in one booklet
- Now available - First Home Savings Account (FHSA)
- ETFs that don’t look like the index with Rob Wernic, ETF Specialist and Macan Nia, Co-chief Investment Strategist, Capital Markets Strategy
- Rates are on the move! Here's what you need to know.
- We’re discontinuing the sale of 4 individual, non-cancellable disability insurance products
- Bank of Canada Implications + Manulife Weekly Express - June 7, 2023
- June 21 - ETFs that don’t look like the index with Rob Wernic, ETF Specialist
- SAVE THE DATE! Segregated Fund Summit in Whistler
- May 31 – Diversifying with U.S. mid caps and global equity with Paul Moroz and Jeff Mo, Senior Portfolio Managers, Mawer Investment Management
- Register now! Manulife's Critical Illness School starting May 23
- Webinar May 30: Destination uncertainty: Reshaping your clients' portfolios for the road ahead
- The Epistemology of Investing.
- How Manulife ETFs tap dividends and diversification to enhance returns
- Manulife Real Asset Investment Fund—trading window opening soon
- Meet the managers call series—register here for the May 10 call
Join us for a discussion on current portfolio positioning - Manulife Wealth Transfer Strategies Webinar - Thurs. May 18th @ 1:00pm
- Time to focus on business growth
- Manulife Weekly Express - Jan 24th 2023
- Manulife Weekly Express - Jan 10th 2023 | Market Call Series, RRSP Contributions
- Manulife Vitality - Life insurance that puts your clients first
- FollowMe™ Travel Addition to Policyholders
- Understanding Manulife Private Wealth’s portfolio construction process - Webinar
- Faster underwriting decisions with AIDA 2.0
- Infosource - New Head of Individual Insurance and more
- We’re discontinuing the sale of 4 individual, non-cancellable disability insurance products
- Get your Professional Responsibility credits with the Manulife CE Centre
- Register now for the Manulife EDGE Conference
- Investments Unplugged: Bears come in two sizes: big bears and baby bears
- Budgeting in retirement
- Tax return checklist
- The Fed raised interest rates—is this the start of a rate-tightening climb?
- Be on the lookout for fraudulent documents
- Manulife’s chief investment strategists emphasize market defence with fixed income
- Ukraine-Russia conflict—what investors should know
- Long e-app and more now on Manulife E‑Application
- Navigating the roadmap for portfolios in 2022
- Manulife Canada leadership changes
- Looking for client-friendly RRSP content?
- The 2022 Advisor Quick Reference Guide is here!
- Coming soon: the 2022 Advisor Quick Reference Guide!
- Be on the lookout for fraudulent documents
Manulife Bank
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Rates are on the move! Here's what you need to know. December 2023
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Manulife Bank - Join Us! Upcoming Manulife One Client Webinars
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Rates are on the move! Here's what you need to know - August 2023
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Rates are on the move! Here's what you need to know. - August 3, 2023
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Pre-approved acquisition campaign for ManulifeMONEY+ Visa cards launching on March 28th
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Share Plan and Learn content to start new customer conversations
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RSP Loans: Help clients boost their RRSP contribution this year
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Advantage Accounts:1.50%* for TFSA and RRSP savings - Expires March 11, 2022
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Use the Bank features in My Clients to get ready for the 2022 investment season (manulife.ca)
- New Specialized Lending content hub (includes IFAs) in Advisor Portal is now live
myHSA
- October Advisor Newsletter 2023
- September Advisor Newsletter 2023
- August Advisor Newsletter 2023
- July Advisor Newsletter 2023
- June Advisor Newsletter 2023
- May Advisor Newsletter
- April Advisor Newsletter
- March Advisor Newsletter
- February Advisor Newsletter
- January Advisor Newsletter
- December Advisor Newsletter
- November Advisor Newsletter
- October Advisor Newsletter
- September Advisor Newsletter
- August Advisor Newsletter
- July Advisor Newsletter
- June Advisor Newsletter
- May Advisor Newsletter
- Aprill Advisor Newsletter
- March Advisor Newsletter
- February Advisor Newsletter
- January Advisor Newsletter
RBC Insurance
- Managing Diabetes and Reversing Prediabetes: Upcoming wellbeing webinar for your clients
- Payout Annuity resources for your clients transitioning into retirement and Bill 64
- Regulatory changes in Quebec – Bill 64 & updates for Bill 96
- Payout Annuity resources for your clients transitioning
- Limited time offer on Term Switch Privilege first year compensation!
- 2023 Year-end at RBC Insurance
- Our Wellness Program services and an upcoming mental health awareness webinar for plan members
- October Wellness Spotlight: Mental Health Awareness
- Ongoing Ozempic shortage that could impact your clients - Oct 2023
- RBC Insurance 2024 Student Programs – Now Available
- Look for our ads on the 2022 PAR Financial Update
- Medical Student Offer changes from RBC Insurance - Sept 2023
- Ozempic shortage could impact your clients - Sept 2023
- Upcoming webinar for your clients: Navigating Across Generations Sept 2023
- Foundational WorkForce Offer Extension - Dec.3.23
- September Wellness Spotlight: Supporting Children
- New Payout Annuity materials available
- RBCI DI Fall School - Opportunity to expand your DI knowledge
- Offering broader life and AD&D coverage to plan members
- August Wellness Spotlight: Happiness - 2023
- RBC Insurance - Participating Life Insurance 2022 Financial Update
- Updates to the Life Underwriting Guide - August 2023
- Important Life reminders to help get your clients covered faster!
- RBC Insurance Summer Session Webinars!
- Risk Rating Changes for RBC GIF
- July Wellness Spotlight: Self-Care
- Update to Agent Replies for Alternate Offers - July 2023
- Online Insurance Update - June 2023
- RBC Insurance Summer Session Webinars! 2023
- Webinar June 22, 2023 - You're Invited! 15% Discount for Agriculture | Mechanics | Trades and Construction
- Support for those affected by wildfires in Quebec and Nova Scotia
- Skilled Trades: A Growing Opportunity - The Foundational Workforce Offer
- Join us! RBC Insurance: Successfully Understanding the Corporate-Owned Disability Insurance Market - Webinar June 27, 2023
- Bill 96: Understanding French language requirements and Servicing Quebec clients
- June Wellness Spotlight: Diversity, Equity Inclusion (DE&I)
- Get more out of WealthLink with our new Electronic Service Forms
- Eligible clients save 15% on RBC Insurance DI with the new “Foundational WorkForce Offer”
- Back by popular demand, we are pleased to share an updated Value in Choice flyer.
- Additional support for your clients in Alberta
- RBC GIF e-forms are here!
- Coming Soon: Enhanced Digital Enrolment Solutions for GSI Clients
- Change for Canadian and Foreign Contract Employees
- May Wellness Spotlight
- Update about Online Insurance
- RBC GIF: Upcoming changes to sales charge options, Bill 96, and updated materials
- Download RBC Illustrations 11.9 Today!
- April Wellness Spotlight: Financial Wellbeing
- Top reasons to make RBC Insurance your Life carrier
- Update about Online Insurance
- March Wellness Spotlight: Nutrition Month
- Changes to ATP STD for RBC Insurance Group Clients
- February Wellness Spotlight: Black History Month
- Renewal Commission Rates
- Join Us! RBC Insurance: 2023 RRSP Essentials - Client Focused Event, February 24, 2023
- Reduced routine requirements for living benefits age and amounts
- Updated Life and Living Benefits Applications/ found on the Sales Resource Centre
- December Wellness Spotlight: Happy and Healthy Holidays
- AML Updates: new process and updated forms for RBC Universal Life claims
- Employment Insurance Sickness Benefits Program Changes
- RBC Insurance: Change to Courier Mail Address
- Updated Cost Plus claims form
- Group Benefit Solutions: Update on our Mental Health Disability Claims Strategy
- RRSP 2022 – 2023 Materials: Help your clients find balance in uncertain times
- November Wellness Spotlight: World Diabetes Day
- Have a client turning 71? New materials available
- Tele-interview automation for L&H eApplications
- Why choose RBC Guaranteed Investment Funds?
- 2022 Year-end at RBC Insurance
- October Wellness Spotlight: Mental Health
- Quebec Premium Tax Rate Decrease for Universal Life clients
- 2023 Student Savings Program – Now Available
- RBC Insurance Term together with Critical Illness
- Upcoming webinar for your clients: ‘Thinking Traps’
- September Wellness Spotlight
- Billing enhancement: Coverage increase eligibility
- RBC Insurance continues to be a market leader in DI
- Anti-Money Laundering – Required KYC Refresh client mailing
- Fall Enhancements to RBC Insurance Life products
- Maple virtual care updates
- Plan Members pay $0 for prescription medications from Pocketpills pharmacy
- Webinar - Successfully Understanding the Corporate-Owned Disability Insurance Market
- Virtual Orthodontic Care for your RBC Insurance clients
- Updates to our self-serve Travel Confirmation of Coverage letter
- RBC Group Benefits: Guaranteed Standard Issue (GSI) billing enhancement
- RBC Insurance: Enhanced Digital Solutions for your Clients
- Upcoming webinar for your clients: ‘The 5 Buckets Principle’
- COVID-19 Trip Cancellation & Trip Interruption Insurance Coverage
- There’s still time to help your clients save 20% on Disability Insurance
- June Wellness Spotlight: Diversity and Inclusion
- New group benefit supports plan members through gender transition
- Upcoming webinar for your clients: “Happiness: Learning from Positive Psychology" - May 12, 2022
- May Wellness Spotlight: Mental health support for your client
- RBC Insurance invites your clients to share feedback on their Group Benefits
- Financial Professionals save 20% on Disability Insurance
- Dowload RBC llustrations 11.7 today: New rates for YourTerm and DI age and amount requirements
- Biosimilar Drug Transitions in Quebec and British Columbia
- Exciting news for your clients coming up for renewal
- Financial Professionals can save 20% on Disability Insurance
- Changes to eDelivery for March 1, 2022
- Complimentary client webinar for Black History Month
- Important eDelivery Reminder
- Introducing Group Critical Illness
- RBC GIF: Final Income Allocations Now Available
- Help your clients reach their retirement savings goals with RBC GIF!
- RBC Growth Dividend Scale Announcement
- Renewal commission rates
- Sales Technology Support Centre: BIC Password Requests and WealthLink support
- Mental health support for your clients - Bell Let’s Talk Day 2022
- RBC GIF: Updated Information Folder and Contract and Application
Serenia Life
- Serenia Life’s Participating Whole Life Insurance DSIR and new interest rates
- Serenia Life: Enhanced interest rates, last month for our 25% off campaign!
- Serenia Life Financial – Technical Issue Update
- Serenia Life: Enhanced Illustration Income Payout for Par Whole Life Product as well as new Interest Rates
- Effective today, GIAs now included on enhanced eApp - Oct.30.23
- Serenia Life: New interest rates for our 24 month terms - Oct 2023
- Serenia Life Financial Webinar: The 4 Pillars of Financial Marketing (1 CE Credit) October 2023
- Serenia Life: Don't miss out on our present campaign and GIA rates
- REVISED Serenia Life Financial: Presenting our latest member benefit! Don't miss out on our present Campaign and GIA Rates.
- Serenia Life Financial Webinar: A deeper dive into underwriting (1 CE Credit)
- Serenia Life Financial: Premium Discount Campaign relaunching today - August 3, 2023
- Check out Serenia Life's competitive GIA rates and a recap on our discount campaign. July 2023
- Process Update for Head Office Letters to Members
- Webinar: Engage your clients effectively - The Power of conducting a thorough fact-find (1 CE Credit)
Specialty Life Insurance
- As promised we reorganized our Resources page just for you! Now you can easily find all SLi’s materials in one single place
- Discover SLi’s Guaranteed Issue Critical Illness Plans. Up to $50,000 of coverage for 25 separate conditions
- SLi pioneers a new era in Canadian Life Insurance, and we invite you to be part of it! Watch this video for more details
- Have you heard the most exciting news of the season? SLi is launching an exclusive policy upgrade
- Evolution $2M is coming soon! Keep an eye out on our website for more details!
- Statistics show that 50% of the people with Mortgage Insurance claim CI
- Critical Illness insurance is a reliable ally that can serve your client in many ways.
- SLi offers the safest life insurance options, with no medical exams. Here is what your clients should know about SLi’s plans.
- Watch the video to discover how Jenie, our real-time virtual underwriter, helped Joseph, 47, find a suitable insurance plan for him, despite his medical history of Hepatitis C.
- Client marketing piece for SLi’s flexible and affordable Critical Illness plan
- SLi offers Guaranteed Issue Critical Illness Plans with coverage of up to $50,000 for 25 medical conditions.
- Highest NO MED plans - same day Issue and Compensation!
- Are your client’s RRSPs protected if they become ill? Specialty Life offers guaranteed issue Critical Illness Insurance of up to $50,000. Coverage amounts of up to $150,000 are also available with only a few questions.
- The qualification period for our Costa Rica convention is soon coming to an end. Make sure you know all the eligibility criteria and see if you qualify
- Learn more about our Choice Series
- “The simple and efficient SLI sales process ensures timely coverage for our clients.The questions are clear and specific, and there are many features that streamline data transcription.” – see what Danny, a financial advisor from Montreal, QC, is saying about us
- SLi offers one of the best $50K Guaranteed Critical Illness Plans with 25 conditions covered
- Register now for SLi's Live Webinar! July 11, 2023
- Our new website is LIVE!
- With Jenie Assist, you can assess your clients’ risk and quote premiums in minutes! See the step-by-step
- Discover SLi’s Choice Series - Flexible, Affordable Plans that Meet Your Clients Where they Need It
- SLi - Insurance redefined. Discover 10 reasons to use Specialty Life Insurance
- Give Jenie, your real-time virtual underwriter, a try on iApp
- See how you can get coverage for 25 conditions by using SLi’s Critical Illness Simplified plan
- Your children are your responsibility until they are no longer children. Discover SLi's Evolution Jr. Coverage
- Discover our Underwriting Guide here
- Discover how John, a 49 years old male, diagnosed with Type 2 Diabetes got insured the next day
- $25K NFYC and you can go to Costa Rica! We will double your credits earned from sales settled between - March 15th and May 15th. Find all the info here
- The closing date to qualify for SLi’s First Advisor Convention is July 31st, 2023
- SLi is now present on LifeGuide
- See what Roel, a financial advisor from Surrey, BC is saying about Specialty Life Insurance
- Underwriting Guide
- SLi News - Check out our newest marketing materials that will make underwriting easier for you
- Check out the SLi virtual booth for case studies highlighting our sweet spots (Cancer, Diabetes and Cardiovascular)
- Follow Jenie’s LinkedIn page
- Underwriting Guide - Specialty Life Evolution.
- All Canadians deserve to be covered
- Welcome to the SLi virtual booth
- Get a Rate that Rocks — Instantly!
- You spoke and we heard!
- Check out the SLi virtual booth for case studies highlighting our sweet spots
- About Specialty Life Insurance, a leading innovator in North American Insuretech
- ISI closes US$100 million from a private investor
- Meet our amazing Sales Team
- Follow Jenie’s LinkedIn page
- Curious to know more about Specialty Life Insurance?
- Rewarding SLi's Top Advisors in Costa Rica. See videos
- Your children are your responsibility until they are no longer children! Discover everything you need to know about Evolution Jr. Coverage
- Join us in our first Advisor Convention in Costa Rica, Nov 13-17, 2023.
- Insurance Supermarket International Inc. Closes US$100 Million Equity Investment
- Fun in the sun with SLi. Join us in Costa Rica!
- Mid June 2022 Edition_SLi-ASV Content for advisors
- Early June 2022 Edition_SLi-ASV Content for advisors
- Mid May 2022 Edition_ SLi-ASV Content for advisors
- Fun in the sun with SLi
- Early May 2022 Edition_SLi-ASV Content for advisors
- Early April 2022 Edition - SLi-ASV content for advisors
- Jenie Assist Series
- Advisors' testimonials regarding the interaction with Jenie. Curious? Take a look at this video. Sound on!
- Evolution - your clients can get insured instantly without medical exams, paperwork or lengthy approval periods.
- Samantha’s case
- Follow Jenie’s LinkedIn page
- Jenie - an individual assessment sequence tailored to every applicant
SSQ Insurance
Sun Life
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You can help more Clients feel stable in today’s economy with Sun Par
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Don’t miss your chance to earn a CE credit at our upcoming webinar
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Earn CE credits and learn the ins and outs of Sun Life products - 2023
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Get ready for straight-through underwriting in Sun eApp - September 2023
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See what's on for the next Marketing Associate Forum | Newsflash Aug.24.23
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Navigating Law 14 in Quebec | NewsFlash
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June 8th webinar - Family Legacy Conversations – becoming the trusted family advisor
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Sun Life: NewsFlash, Get the 26 Proven Practices of Leading Advisors
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How do your business practices compare to those of top advisors?
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Sun Life Newsflash - Don't miss the latest webinar and Par marketing
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Sun Life - Earn CE credits at the National Sales Webinar series
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Sun Life NewsFlash: Exclusive pre-underwriting support, and more
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2023 National Sales Webinars. These are available in English, French and Mandarin
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There’s an answer for market volatility and the income challenge.
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Grow your business – term life carryover rules and SMART Marketing
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NewsFlash: Register for MA Forum and increases to credited rates
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Tax Loss Selling - Superficial, Suspended & Denied Losses - SLGI - Thurs Aug 18th @ 10am
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Register for our next webinar & read the spring Industry Insights
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New webinar on estate planning and updated Par marketing piece
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Rediscover choice, flexibility, guarantees and a better Client experience
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New NewsFlash and new webinar on underwriting and mental health
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Lower rates for SunUniversalLife II and a new look for NewsFlash
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We’re highlighting universal life insurance as part of our National Sales Webinars series this March
- Enhancements made to Health Coverage Choice and Personal Health Insurance
- NEWSFlash: Changes coming to how you access continuing education
- Announcing changes to the Sun Life Canada business and leadership team
- Announcing the 2022-2023 Sun Life dividend scale
- Making tax season easier for Clients
UV Insurance
- Our sales team is growing outside of Quebec!
- Curious about what's new for 2024? | Webinar!
- October 18: Simplify your life!
- Our GIC rates | September 28, 2023 📈
- Join us on the grand tour!
- Our Webcoffee UV are back! This fall! 2023
- Our GIC rates | August 3, 2023 📈
- Our GIC rates | July 27, 2023 📈
- Our GIC rates | June 29, 2023 📈
- Our GIC rates | June 22, 2023 📈
- Our last WebCoffees before the vacations!
- Our GIC rates | June 8, 2023
- Our GIC rates | May 25, 2023
- Our GIC rates | May 11, 2023
- Our GIC rates | April 20, 2023 📈
- Next UV Webcoffees
- Our Simplified issue, simplified.
- Less than a week before our Spring launch!
- Our March Events
- Our GIC rates | January 26, 2023
- Our GIC rates | January 5, 2023
- Our GIC rates | December 15, 2022
- New in My Universe!
- Our GIC rates | December 1st, 2022
- Year-End Remuneration Payment and Schedule for the Holiday Season
- WebCoffee on Quebec's Act 25 - Webinar
- A winning combo with our new product!
- Launch of our new products | Discover Ben story's soon
- ON Advisors - Invitation | Launch of Fall 2022 Novelties!
- Notice of appointment: Mike Minville joins the UV Insurance team!
- Additional protection | Max's story
- Our newborn protection: a good start in life!
- Redeemable GICs and high interest rates!
- UV: Rediscover Simplified Issue
- The AdapCI: maximum flexibility | Closing of Market Index Uniflex
- What's new? 👈 | Don’t miss our April 6 event | News about our AGA
- Discover our Spring news!
- Don't miss it - In person event (Ontario)
- Breaking News! Cannex
- New Year, New Challenges!
- NEW! | Recogniton Program
Carrier & Partner Update Archive
