Allianz
- 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
- Support for your clients who test positive for COVID-19
- COVID-19 – your top questions answered
- Reinstatement of Level 3 global travel advisory
- Proof of COVID-19 insurance letter
- Cruise ship travel update
Assumption Life
- 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
- 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
- BMO SmartApp - A simple, fast, and easy way to submit your application online - Webinar: April 21, 2022
- Lock-in your client’s investment growth – automatically
- A snapshot of our critical illness claims
- Uncertain times call for more predictable solutions
- You’re invited to attend a BMO Insurance Webinar - March 29
- Grow your business with BMO Insurance
- More guarantees on BMO Insurance Whole Life
- A simple solution with guaranteed income
- You’re invited to attend a BMO Insurance Webinar
- Changes to Critical Illness Plan
- Taking a closer look at our Whole Life Plan
- This RRSP season, stick a guarantee on it
- Wave 47.0 is here | La Vague 47.0 est arrivée!
- SmartApp tips for permanent plans | Conseils relatifs à la Proposition intelligente pour les polices permanentes
- Digital BMO GIF Investor Kit
- You're invited to attend a BMO Insurance Webinar
- Change on the BMO Insurance Health Advocate Plan
- English paper life application reprint | Réimpression de la proposition d’assurance vie papier en anglais
- Here’s something worth repeating | Voici quelque chose qui mérite d’être répété
Canada Protection Plan
- 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!
- For Ontario Advisors only: Webinar - Feb 23, 2022 - A Package Deal - Growing your business with CPP Foresters
- For ONTARIO Advisors only: Webinar - Feb 9, 2022 - PAR - growing your business and make a positive impact
- Are you ready to kick off the New Year with some great news?
- For BC advisors: January webinars
- Reminder: Optimizing our Portfolio for the New Year
- We’re stronger together – to a bright 2022!
- Optimizing our Portfolio for the New Year
- Step Up 2021 extended until Dec. 31!
Best Doctors Insurance
Desjardins
- 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
- 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
- Competitive Edge Newsletter - March 2022
- Critical Illness Insurance Path to Success Program
- Make It EZ 2 – EZtransact Contest – Twice As Nice!
- Our new partnership with Cloud DX
- Equitable Life Savings & Retirement Webinar Series featuring Equitable Asset Management Group
- Crunch the numbers with Equitable Life
- Equitable Life Savings & Retirement Webinar Series featuring Equitable Asset Management Group
- Individual Insurance product enhancements
- Our Full Suite of Products Has Clients Covered!
- Competitive Edge Newsletter - February
- Step up your sales!
- Ride the same-day service wave with Equitable Life
- Wave goodbye to errors with Equitable Life
- Equitable Life Savings & Retirement Webinar Series features Global Equity Investing
- Ride the wave this RSP season with Equitable Life
- Equitable Life launches exciting product enhancements
- Exciting new product changes are coming your way!
- Evidence of Insurability requirements extended
- Competitive Edge Newsletter - January
- Make It EZ 2 – EZtransact Contest – Twice As Nice!
- Manage more details within Contract Delivery for New Business
- 2022 brings a new year of retirement savings opportunities.
- Enhancements to ID Verification and Business Forms
- Equitable Life® Now Accepts eSignatures on all documents (Individual Insurance & Savings and Retirement)
- Our Service Standards (Individual Insurance)
Empire Life
- 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!
- Register for our TRIIPSS webinar to learn about estate planning and wealth transfer using segregated funds
- Empire Life Insight for March 11, 2022
- Important announcement from Empire Life
- NEW Feature: Make Client Address Changes Easily Online
- A new year, a new look. New tools and content available on empire.ca
- eSignature Forms Now Available For Non-Face-To-Face Business
- New Investment Team Commentary on the Ukraine-Russia Conflict
- Now available on demand: 10 key tax issues and opportunities for investment clients and advisors
- New, lower term rates now available on LifeGuide!
- Empire Life Insight for February 24,2022
- Download Client Tax Documents Today On My Advisor Dashboard
- Great news! New, lower term rates coming soon
- New Empire Life Asset Allocation GIF commentary & positioning
- Now available! A better application experience for juvenile life insureds
- Empire Life Insight for February 11, 2022
- Register for our TRIIPSS webinar to learn key tax strategies for you and your investment clients
- ALERT: Emblem Oversight Team Tactical Update / ATTENTION : Mise à jour concernant une décision tactique de l’équipe de surveillance Emblème
- A proven asset allocation solution for a complicated world | Une solution de répartition de l’actif éprouvée pour un monde complexe
- Empire Life Insight for January 27, 2022 / Bulletin Aperçu de l’Empire Vie du 27 janvier 2022
- New RRSP & TFSA Toolbox to support you and your clients this season / Nouvelle boîte à outils REER et CELI pour vous soutenir vous et vos clients
- Your clients' 2021 year-end eStatements are ready / Les relevés électroniques de fin d’année 2021 de vos clients sont prêts
- From the desk of Ashley Misquitta: New realities, global challenges and growing opportunities / Les observations du gestionnaire Ashley Misquitta : Nouvelle réalité, défis mondiaux et occasions de croissance
- NEW! Policy backdating to save age on the Fast & Full(R) Life App | NOUVEAU! Antidatation de la police pour préserver l’âge dans le processus d’assurance vie Rapide & Complet
Foresters
- 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
iA Financial Group
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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
- Economic Overview - Week Ending March 18, 2022
- Segregated funds | Now #1 in gross sales!
- The reopening of activities, and more! | iA CONNECTED
- Economic Overview - Week Ending March 4, 2022
- iA CONNECTED | New content
- The Ukraine situation: we analyze the markets’ reaction
- Economy and finance 101 | New videos are available!
- Economic Overview - Week Ending February 18, 2022
- 2021 sales force tax documents | iA CONNECTED
- Maximise your meetings with clients, and more! | iA CONNECTED
- Top 3 features to get to know in EVO Insurance
- Economic Overview - Week Ending February 11, 2022
- Economic Overview - Week Ending February 4, 2022
- Economic Overview - Week Ending January 28, 2022
- 2021 Year in Review Video | iA CONNECTED
- Economic Overview - Week Ending January 21, 2022
- Economic Overview - Week Ending January 14, 2022
- Economic Overview - Week Ending December 23, 2021
- New riders offered, and more! | iA CONNECTED
- iA PAR Resources
- New riders offered for iA PAR!
- Change to the replacement charges
- iAIM | Monthly Commentaries
- Our latest fund profiles now available!
- iA CONNECTED | Insurance Forms: Addition of COVID-19 related questions
- New | Economy and Finance 101 videos
- Looking for content? Share our featured posts!
ivari
- 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!
- iVari presents ...Virtual Healthcare by Maple…a thoughtful added benefit!
- ivari presents…No more FOMO: Trends in marketing and social media
- ivari presents… Digital tools for your business
- ivari presents…Handling objections with Keith Leech
- ivari presents… Understanding claims with Franzi
- ivari presents...Performance Leadership with Michael Cooke
- ivari presents… Best practices for advisor and client files
- ivari presents… Cultivating referrals - on demand
- ivari presents…Managing your inforce business - on demand
LaCapitale
- 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
- 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
- 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
- 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 Applications
- Coming Soon: Wealthlink Investor User ID Recovery
- New RRSP Marketing Materials now available
- Making the transition from STD to LTD easier for clients
- Best Doctors is now Teladoc Medical Experts / Réseau Best Doctors rebaptisé Experts médicaux de Teladoc
Specialty Life Insurance
- 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
- A new year, a fresh start and infinite possibilities
- Fastest and safest immediate Business insurance
- It’s been so successful – why stop now? Same day issue, settlement and commissions paid continued
- Not yet on our distribution list? Get added today! Send us a request
- Our $50 guarantee is the new norm!
- Fastest and safest immediate Business insurance
- Same day issue, settlement and commissions paid continued
- We're on YouTube!
- Real CI vs Skinny CI
SSQ 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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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
- National Sales Webinars: English French Mandarin
- Sun Life Webinar Series February - Child Critical Illness Insurance (Feb 10th) - Ontario only
- Sun Life Webinar Series February - Critical Illness Asset Protection (Feb 24th) - Ontario only
- Sun Life Webinar Series February - CI Drop In (Mar 3rd) - Ontario only
- Sun Life Webinar Series March - Retirement Strategy (Mar 10th) - Ontario only
- Sun Life Webinar Series March - Individual Retirement Strategy Drop In (Mar 24th) - Ontario only
- Time your business with the new 2022 disbursement schedule
- NEWSFlash: See how Sun eApp can help your business
UV Insurance
- 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
