Allianz
- Rate adjustment to our International Students to Canada Plan
- Upcoming rate adjustment to our International Students to Canada Plan
- Reminder: Register for Rebound Ready Booster training
- Register for Rebound Ready Booster training
- Let’s navigate the new world of travel together
- Reminder: Refresh your travel insurance knowledge
Assumption Life
- The latest news from your friends at Assumption Life - October 12, 2021
- The latest news from your friends at Assumption Life-Sept 20. 2021: FInd the right coverage; RATE DROP for FlexTerm and more
- A personalized approach to working together!
- Reminder: New version 12.0 of Lia is now available for download
- Affordable ✅, Hassle-free ✅, No medical ✅
- Pop the question with Target Date Funds
- NEW Version 12.0 of Lia is now available for download
- The latest news from your friends at Assumption Life-Sept 13, 2021: Transformed Simplified Issue Product line; Lower term Rates; New Partnership with UV Insurance
- The latest news from your friends at Assumption Life- Sept. 7, 2021: Coming Soon! New Lower Rates for FlexTerm
BMO Bank
- New special mortgage referral offer to keep winning for your clients: Sep 1 - Oct 31, 2021. Please contact Vic Raye for an intro to your local BMO VP and Mortgage Specialist to discuss process and rates. Click for Switch details EN | FR. Purchase details provided by BMO.
- BMO Bank of Montreal - Summer switch mortgage promo - Ends Soon (July 1 - Aug 31, 2021). Please contact Vic Raye for an introduction to your BMO VP and local Mortgage Specialist. Click for details EN | FR
- BMO Bank of Montreal - New summer switch mortgage promo (July 1 - Aug 31, 2021) Please contact Vic Raye for an introduction to your BMO VP and local Mortgage Specialist Click for more details EN | FR
- 2021 Spring Home Financing Campaign - TWO Offers
- Contact Nader Salameh VP, for an introduction to your local Mortgage Specialist
BMO Insurance
- Your Guide to BMO Insurance Whole Life
- Updates to SmartApp
- Have questions? We’ve got answers. | Vous avez des questions? Nous avons les réponses.
- SmartApp tips for permanent plans | Conseils relatifs à la Proposition intelligente pour les polices permanentes
- New BMO GIF Funds | Nouveaux FPG BMO
- Webinar: Aug 12 & 26th - Enhancements to our whole life plan
- Updates to Life and CI Application | Modifications apportées aux formulaires Proposition d’assurance vie
- Wave 46.0 is here | La Vague 46.0 est arrivée!
Canada Protection Plan
- Earn up to $1,000 in great rewards
- Sept - Nov Fall CPP/Foresters incentive - Step Up 2021 Promotion
- Coming Sept 13th: Enhanced eDelivery and LIRD!
- Labour Day office hours
- End the year with a BANG!
- New option for collateral loans
- Keeping processes efficient
- Critical illness coverage to complement your client's group plan-CI Case Study
- Canada Day office hours
- How would you help clients like Silas?
- Critical illness eligibility after a heart attack
Best Doctors Insurance
- We Have Updated Our Medical Notification Form!
- Introducing Convenient and Flexible Options to Pay Your Premium
- New Tentative Dates for Portugal Convention
- WhatsApp Communication Tool
- Summer Sales Campaign! Everyone Wins!
- 2020 Survey Results
- New Business Incentives
- Renewal Incentives
- Boost Your Emotional Well-being and Kick-start this New Season with BDI International!
- We are Growing! Introducing DeLaney Auger - Associate, Client Experience
- Remember: We continue improving our plans!
- Direct Payment Option: Amerimed Cancun Hospital
Desjardins
- ENHANCEMENTS TO THE ELECTRONIC APPLICATION
- New collateral financing offer from Equitable Bank
- News from Desjardins Insurance | Guarantee Advantage - Oct 2021 Campaign and more
- News from Desjardins Insurance | Compliance: Importance of completing the declaration of Tax Residence
- News from Desjardins Insurance | Webi - Need a Form?
- Illustration | Plan a dividend option change
- Prestige contracts | New criteria for leather document holders
- Claimant’s Statement – Death Form Update
- News from Desjardins Insurance - June 14, 2021
- News from Desjardins Insurance - May 31, 2021
- Desjardins Insurance reduces term rates up to 13%!
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
- Equitable Life Savings & Retirement Webinar Series features Payout Annuities
- Competitive Edge Newsletter - September
- Manage details of Contract Delivery in one place (New Business)
- Equitable Life Savings & Retirement Webinar Series features EZtransact
- Make It Easy EZtransactTM Contest
- Equitable Life Savings & Retirement Webinar Series features EZtransact
- Fall into savings with Equitable Life® Term
- Competitive Edge Newsletter - August
- Evidence of Insurability requirements extended
- Competitive Edge Newsletter - July
Empire Life
- Register for our TRIIPSS webinar to learn how to avoid the common pitfalls of setting up insurance beneficiaries
- ALERT: Emblem Oversight Team Tactical Update
- Earn up to +20% more FYC with the NEW, BIGGER eBundle Bonus
- Empire Life Insight for September 30, 2021
- Off the cuff with David Mann: China's increased regulatory scrutiny and portfolio risk management
- Find your next Empire Life investment with ease
- Empire Life Insight for September 16, 2021
- An update from the U.S. Federal Reserve at Jackson Hole
- Thank you for helping us restore service levels to pre-pandemic standards
- Now available on demand: Retirement income – Tax considerations and strategies
- Protecting clients’ retirement plans with critical illness insurance
- NEW eSignature Form Available: Beneficiary Designation form D-0017
Foresters
- DocuSign now accepted on new applications
- Earn up to $1,000 in great rewards
- Tell your clients the great news. Introducing Foresters Go
- How does 2 nights at a luxury spa sound?
- What a strong financial rating can do for you
- Get an “A” from clients by sharing this info
- Foresters Care — New name, same great benefit
- The perfect time to ask for a referral
- Ask the right questions | Posez les bonnes questions
- New option for collateral loans
- Get in front of new clients | Rencontrez de nouveaux clients
- Make an IMPACT Name Change | Action Required
- Competitive Scholarship awards increased up to $2,500
- Silas wants what’s best for his family - CI Case Study
- Our latest member benefit is a great deal
Humania Assurance
- Join Us for Humania's Living Benefits School
- Your PDUs_CE Credits Online with Humania
- Web Training Sessions-August 6 & 13th - Your PDU's-CE Credits Online with Humania
- The countdown has begun ⌛ | Recognition Program
- Web Training Sessions-July 9 & 16th - Your PDU's-CE Credits Online with Humania
- Marc Peliel appointed President and Chief Executive Officer of Humania Assurance
- Exclusive Discount for Home Child Care Educators
iA Financial Group
- Review of the week | iA CONNECTED
- Economic Overview - Week Ending October 8, 2021
- Invitation to the 2021 iA Savings & Investment Conferences - November 3
- Looking for prospects? Share our featured posts!
- Web Showcase | Generate sales just by sharing!
- Review of the week | iA CONNECTED
- Economic Overview - Week Ending October 1, 2021
- Live video: connect with your clients and prospects
- iA Par - Wealth Launch Webinar, October 19
- The Fed is getting ready to tighten its monetary policy
- Claims | Important New Features !
- Segregated Funds Portal | Add it to your bookmarks!
- iAIM | Monthly Commentaries
- Benefit from a booming market
- Inflation continues to accelerate in Canada and the United States
- Reminder: Let's Talk "Quality Matters – Investing in a Growing Economy" - Mandarin
- Loomis Sayles – 25 years of global allocation strategy, 95 years of success!
- Canada: the labour market keeps chugging along despite the fourth wave
- Individual insurance | Target wealthy clients who have foreign asset
ivari
- ivari presents…Underwriting risk assessment tools
- Reminder to register for Value Added Series: Put your sales cycle in gear
- ivari presents...NEW! Enhancements to our Forms and Guides webpage
- ivari presents…Personal accountability
- e-learning update
- ivari presents on demand: Watch and you could win!
- ivari info - Accessible Customer Service eLearning module refresh and more
- ivari info - Special Edition - Important Changes to some CI Managed Index Interest Options
- ivari info - We're changing the time the policy contracts are available on WebCappow..and more
LaCapitale
- SSQ/ LA CAPITALE WESTERN CANADA ROADSHOW INVITATION
- La Capitale Newsletter - September 2021
- La Capitale is becoming Beneva
- Join us for a conversation with Dynamic Funds - Sept. 15, 2021
- Financial Advice Webinar series: Aug 31, Sept 14, Sept 28th and Oct 12th-Register today!
- Reminder: La Capitale Wealth Webinar series - Aug. 18
- Reminder: Financial Advice Webinar- Aug. 17
- SSQ Insurance and La Capitale invites you to our bi-weekly wealth webinar on Wednesday August 18.
- Newsletter - July 2021 - NEW Life & CI application-Aug 2021; Updated GIC offering and more
Life Design Analysis
- Missed our September webinar? Click here to watch the recording on our YouTube channel.
- The fall crunch is on and we want you to know the 13 Reasons Why people don't buy life insurance, but also what you can do about it.
- Our monthly webinar is Thursday, September 30. Join Charlie Conron as he discusses the traits that make successful advisors. Click Here to register.
- Do you know the value of your block of business? Read our blog for tips about increasing the value of your block using LDA.
- Click here to register for our September Webinar where we go more in depth to the traits that create exceptional advisors.
- Selling life insurance is already a challenging job, don't make it any harder on yourself by making any of the following mistakes.
- Miss the August Webinar? Stay current on the best way to present term conversions and exchanges with LDA. Click here to watch today.
- Feeling the summer sales slump? Don't beat yourself up about it, instead, relax and get motivated by watching one (or a few) movies from our Top Ten Sales Movies list. Click here to read more.
- Communication is paramount in any kind of sale. Click here for our top 7 ways to present insurance solutions.
- They say insurance is sold, not bought. Do you agree? Click here to read more
Manulife
- Upcoming changes to Security UL and InnoVision
- 270 million reasons to write large cases with Manulife
- Hot off the press - Solutions fall edition
- Insurance AdminSource - August 2021
- NOW available: Manulife Par Insured Retirement Program (Personal IRP) sales concept
- Premium increase for emergency medical travel plans
- Stand out with customization / Personnaliser pour se démarquer
- Manulife EDGE - Get ready for our special keynote speaker! | Manuvie ATOUT – Découvrez notre conférencière d’honneur!
- Elite and Spring Business Forums recordings now available on Manulife CE Centre
- Infosource - July 29, 2021 - NS Pension: New financial hardship unlocking rules for LIRAs and LIFs, and more
- Protect your business and your clients' data now
- Submit all client information for transfer of ownerships
- New VIP paramedical services for large cases
Manulife Bank
- New Specialized Lending content hub (includes IFAs) in Advisor Portal is now live
- Financial Post names Manulife Bank the "best bank for small businesses"
- Manulife One campaign - Direct deposit of income for existing customers: 1-year free Amazon Prime | Sep 1-Oct 31, 2021
- Sept 14 & 16 Webinars - A better client mortgage experience. 5 tips to help get your referrals approved
- Aug 17 & 19th Webinars - Cybercrime with the RCMP. Click to Register!
- Mandarin and Cantonese-speaking Mortgage Specialists now available
- What you need to know about helping your child with a down payment
- July 13 & 15th Webinars - Debt Survey Results: What our National Debt Survey means to your bottom line
- Feel like you can't afford a home? You're not alone.
- More Upcoming Webinars
- What's the Ikea Effect?
RBC Insurance
- RBC Insurance Operations Update for the week ending October 8, 2021
- RBC Insurance Operations Update for the week ending October 1, 2021
- RBC Insurance Operations Update for the week ending September 24, 2021.
- RBC Insurance Operations Update for the week ending September 17, 2021.
- RBC Insurance Operations Update for the week ending September 10, 2021
- Wealth Resources and best practices for expediting business at RBC Insurance / Ressources et meilleures pratiques de gestion de patrimoine pour accélérer le traitement des affaires à RBC Assurances
- RBC Insurance Operations Update for the week ending September 3, 2021
- RBC Insurance Operations Update for the week ending August 27, 2021.
- RBC Insurance Operations Update for the week ending August 20, 2021
- Weekly RBC Insurance Operations Updates - August 13, 2021
- RBC Growth Insurance: New e-direct and one pager | Assurance Croissance RBC : nouvelle brochure pour les clients et publipostage électronique
- Take Advantage of the new Carryover Option with an RBC Insurance Term Partial Conversion
- Calculate Commission Chargebacks with our new job-aid
- RBC Growth Insurance: New case study and sales concepts now available / Assurance Croissance RBC : Nouvelle étude de cas et nouveaux concepts de vente maintenant disponibles
Specialty Life Insurance
- If you haven't already, follow our Jenie LinkedIn page for more exciting news:
- Yes, it’s possible! Same day issue, settlement and commissions paid. Our $50 guarantee is extended to end of year.
- The Being Golden Years Wise landing page, part of The Evolution Series, is now customizable with advisors information
- Give Jenie a try on iApp https://slinsurance.ca/
- If you haven't already, follow our Jenie LinkedIn page for news in real time!
- Today is the Day: Same day issue, settlement and commission is on!
- Being Golden Years Wise also means knowing that with SLi, seniors living in retirement homes may qualify for the best coverage offered with The Evolution Series. The Being Golden Years Wise marketing piece will be made customizable with advisors information very soon.
- Jenie Experience Case Studies, Adam's Chronicle
- Business-owned Life Insurance marketing piece is now live on website
- New SLi promotional tool! Advisors can now personalize this customizable marketing piece with the contact info of their choice: Essential Workers customizable;
- It can also be found on our website at the Resources page/Marketing materials;
SSQ Insurance
- SSQ/ LA CAPITALE WESTERN CANADA ROADSHOW INVITATION
- Western Canada Roadshow- Save the Date
- Help Us Humanize Advice
- SSQ Insurance and La Capitale are becoming Beneva
- Join our Financial Advice Webinar Series and Earn CE Credits - Aug-Oct
- Let's keep building together!
- Your Newsletter - July 2021 - Reminder 6 new segregated SSQ GIFs; Survey results and more
- Join our Webinar : Financial advice series Earn CE Credits
- Your Newsletter - June 2021 - Getting your clients Organized
- 5 tools for your practice, and more!
Sun Life
- CIG Dealer Notice - Important information regarding the SunWise Elite Northwest Growth and Income Fund
- Introducing our new AVP, High Net Worth Solutions and Field Underwriting
- October 13 Webinar - Exciting product updates coming this fall
- Big enhancements to Sun CII and life products
- NEWSFlash - Sept 9, 2021 Edition: Updated AOR Processes and more
- National Sales Webinars – Rethink series, Sept. 15
- Access lower rates for SunTerm now
- NEWSFlash: It’s time to register for Sun Life’s Marketing Associate Forum
- Upcoming changes to the SunAdvantage my savings product
- Register NOW for Sun Life's Marketing Associate Forum-Sept 13 & 14
- NEWSFlash - July 29, 2021 Edition
- Save the Date - Marketing Associate Forum 2021 - Look Forward
- Lower YRT rates for SunUniversalLife II and updated Par resources
UV Insurance
- Try UV and see 😎
- New REALLY competitive premiums! 😍
- UV News for this Fall! Discover our Segregated Funds - Sept 15 Webinar✨
- Get ready for some breaking news! 😱 | REMINDER - Launching Webinar
- Get ready for some breaking news! 😱 | Market Index Uniflex #28 Maturity
- Summer WebCoffee! ☀ | Updating our systems
- Gift and new summer WebCoffee! 🎁
- Don't miss our summer WebCoffee ☀ | Canada Day
- Don't miss our new Summer WebCoffee
- The functionalities of My Universe portal | Don't miss our new WebCoffee ☕
Carrier & Partner Update Archive
