Allianz
- 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
- 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
- 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 Protection Plan
- 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
- 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
Desjardins
- News from Desjardins Insurance August 8, 2022
- News from Desjardins Insurance - July 25, 2022
- News from Desjardins Insurance - July 7, 2022
- Desjardins July Vodcasts
- News from Desjardins Insurance June 27, 2022
- News from Desjardins Insurance - June 13, 2022
- News from Desjardins Insurance - May 30, 2022
- June Vodcasts. We have planned two exciting episodes – with conversations surrounding Estate Planning
- Desjardins Vodcast - May
- April 19, 2022 - News from Desjardins Insurance
- News from Desjardins Insurance
- Special Vodcast on 2022 Federal Budget
- Desjardins Vodcasts April Events
- News from Desjardins Insurance - March 21, 2022
- News from Desjardins Insurance
- March Vodcasts – Register today!
- February 22 - The Master Class - Alternative investing using PAR Life
- News from Desjardins Insurance - Lower prices on certain term products beginning February 1, 2022
- News from Desjardins Insurance | Electronic Signature: Don't Modify Signed Documents and more
- News from Desjardins Insurance | Green & Digital Shift: Some forms available as e-forms only
- ENHANCEMENTS TO THE ELECTRONIC APPLICATION
- New collateral financing offer from Equitable Bank
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
- 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
Empire Life
- Empire Life Insight for August 12, 2022
- Insurance Business Update
- From the desk of CIO Paul Holba: Is 2022 the rude wake-up call we've been waiting for?
- TRIIPSS webinar - Finding investment and tax opportunities in a challenging market
- Empire Life Insight for July 28, 2022
- New eSignature form now available for more flexibility
- Bonds offer historically attractive yields as inflation risks remain
- Removal of Covid question set for Life and Health Applications
- Class Plus 3.0: Tax efficient income for life
- Your clients' Mid-year investment eStatements are ready! / Les relevés électroniques semestriels de placements de vos clients sont prêts!
- Empire Life Insight for July 15, 2022
- Expanded Issue Age for CI Empire Life Concentric GIF 75/75
- Thank you for helping your clients achieve a great milestone
- Your clients can now access Whole Life, Universal Life and other policy information on MyEmpire
- Register for TRIIPSS webinar: Small business owners and positioning life insurance policies
- Webinar Invitation: Understanding Empire Life’s Participating Account
- Empire Life Insight for June 30, 2022
- Paul Holba appointed Chief Investment Officer of Empire Life Investments Inc.
- Keep earning up to 20% more FYC with the Fast & Full eBundle Bonus until September 30, 2022
- Is this just a market correction or the start of something more?
- Guaranteed Life Protect - New: increased maximum coverage amount
- Empire Life Insight for June 17, 2022
- Class Plus 3.0: Offering certainty and guaranteed retirement income for life
- Join the Empire Life investments team for a webinar series where they will be answering your questions live
- Off the cuff with Doug Cooper: Downside protection in an uncertain environment
- Coming soon! The NEW eVision Insurance Illustrator
- Empire Life Insight for June 3, 2022
- Register for our TRIIPSS webinar: Estate Planning in the Digital Age: Tips, Traps and Strategies
- Dividend scale interest rate of 6.0% extended until June 30, 2023
- Now available on demand: The Hybrid Advisor: Marrying technology with a human touch
- Empire Life announces further investment in independent advice channel
- Empire Life Insight for May 20, 2022
- TRIIPSS Webinar - The Hybrid Advisor: Marrying technology with a human touch
- Empire Life Insight - May 6, 2022
- Now available on demand: Business Owners and Estate Planning: is there a role for insurance-based solutions?
- Fixed Income Update – Navigating a sea of volatility
- Help clients maintain Term Additions on participating life policies with dividend shortfalls
- Our tax and estate planning expert, Peter Wouters, shares his thoughts on the 2022 Budget
- Read how Empire Life Dividend Growth GIF is positioned to meet today's market challenges
- Expanded issue age for Empire Life GIF 75/75
- Now available on demand: Complex family dynamics and estate planning using segregated funds
- Fast & Full eBundle Bonus extended until June 30, 2022
- Now Available! Reduced Covid-19 questions from Empire Life
- Now widely available: Better term for 5.3% less!
Foresters
- All insurance products now protected by Assuris
- Earn a 15% bonus on Foresters NFYC
- A guide to policy review
- Help your clients retire in style
- Let’s talk retirement
- Protecting the RESP
- COVID-19 Questionnaire to be withdrawn
- Help families prep for higher education
- More coverage for Temporary Resident status clients
- Underwriting Heart Disease and Stroke - Webinar
- Sales strategies to use with homeowners
- Try this sales idea on world no tobacco day
- Webinar: Learn how to grow your CI insurance sales
- Insurance solutions for your clients’ CI needs
- It’s National Volunteer Week!
- Webinar: Retirement Planning with Life Insurance
- Go further with Foresters
- Amazing member benefits
- How to Become an All-Star
- Exceed their expectations. Close the sale.
- Become an All-Star and earn more!
- Impress your older clients
- Still time to register for our national webinar
- Foresters Advantage Plus Case Study
- Big incentives for smokers
- Use this approach with skeptical clients
- Let’s talk about love and life insurance
- Adobe Sign e-signature now accepted
- Live well. Do good. Get rewarded.
- Significant incentives for smokers
- We’re stronger together – to a bright 2022!
- Step Up 2021 extended until Dec. 31!
- Now accepting scholarship applications
Humania Assurance
iA Financial Group
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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
- 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
- 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
- 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
- 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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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
RBC Insurance
- 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
Specialty Life Insurance
- 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
- Your SSQ Insurance Newsletter - July 2022
- Pulling Back the Curtain…Insights from the Claims Department - Webinar
- Your SSQ Insurance Newsletter - June 2022
- Your SSQ Insurance Newsletter - May 2022
- Pulling Back the Curtain…Insights from an Underwriter - Webinar
- Your Life Insurance Toolbox: Children’s Insurance
- Your Life Insurance Toolbox : Estate planning
- SSQ Webinar -Tax Budget Update with Jos Herman
- Your SSQ Insurance Newsletter - April 2022
- Western Canada Roadshow 2022!
- Your Life Insurance Toolbox: Loan protection
- Tax & Legal Update 2022 – Earn 1 CE credit
- Your SSQ Insurance Newsletter - March 2022
- Information Regarding Service Levels at SSQ Insurance
- What economic trends can we expect in 2022?
- Your SSQ Insurance Newsletter - February 2022
- Join our Webinar Series and Earn CE Credits: February-March 2022 dates
- Your SSQ Insurance Newsletter - January 2022
- Join our Webinar Series and earn CE Credits
- Correction: Your Toolbox for the 2022 RRSP Season
- JAVA Vulnerability
- The transition of SSQ Insurance to Beneva
Sun Life
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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
- 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