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
- 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
- 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
- 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
- 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
- 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
Desjardins
- 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
- News from Desjardins Insurance - December 13, 2022
- News from Desjardins Insurance - November 28, 2022
- News from Desjardins Insurance - November 14, 2022
- November vodcasts - Register today!
- News from Desjardins Insurance - October 31, 2022
- Register Today | Desjardins Vodcasts: November 2022
- News from Desjardins Insurance - October 17, 2022
- News from Desjardins Insurance - October 3, 2022
- News from Desjardins Insurance
- Desjardins Insurance launches First-ever guaranteed 5 pay PAR life insurance in Canada!
- News from Desjardins Insurance - September 6, 2022
- Desjardins Vodcasts: September 2022
- News from Desjardins Insurance - August 22, 2022
- 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
- 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
- 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
- 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
- Empire Life Insight for December 15, 2022
- A new look before the New Year. New tools and content available on the Empire Life Advisor site
- Help your clients give a gift that lasts a lifetime this holiday season
- Look To Our Shining Stars: Our top-performing funds for November
- TRIIPSS webinar: Taking a deep dive into the TFSA. Register to learn how the TFSA is an essential financial planning tool
- Help your clients give a gift that lasts a lifetime this holiday season!
- Empire Life Insight for December 2, 2022
- Find opportunities to grow your business with your clients’ upcoming RRSP to RRIF conversions
- Insurance New Business Update - November 28, 2022
- Empire Life Insight for November 18, 2022
- New eSignature form now available: RRSP to RRIF Conversion
- TRIIPSS Webinar: Why Powers of attorney, wills and trusts are important
- Help your clients protect their loved one’s future while they invest in theirs
- Now your clients have greater flexibility when transferring investments with Empire Life
- Help your clients address looming Capital Gains Taxes with the Keep the Cottage in the Family Strategy
- Empire Life Insight for November 7, 2022
- Reassure clients there are benefits to investing in a volatile market
- Empire Life Insight for October 20, 2022
- New Feature! Find opportunities to grow your business with your clients’ upcoming term renewals
- Insurance New Business Update - October 14, 2022
- There's still time to get rewarded for growth in 2022 with Empire Life GIFs
- Register for our TRIIPSS webinar: Creditor Protection, Insurance Products and the CRA
- Empire Life Insight for October 6, 2022
- Insurance New Business Update
- Introducing Moneris Checkout to Fast & Full Life Application from Empire Life
- Your clients can now see MORE Whole life and Universal Life policy details on MyEmpire
- Introducing Moneris Checkout to Fast & Full Life Application from Empire Life
- Empire Life Insight for September 23, 2022
- Your clients can now see MORE Whole life and Universal Life policy details on MyEmpire
- Insurance New Business Update - September 12, 2022
- Empire Life Insight for September 8, 2022
- Empire Life Insight for August 26, 2022
- Empire Life Dividend Growth GIF outperforms in a declining market
- 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
- 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!
- Amazing rates for smokers
- Foresters Care grants now twice a year
- Help clients reach their career goals
- Time flies, but what matters remains unchanged.
- Help make higher education easier on your client’s wallet
- Year-end processing deadlines
- Explaining life insurance made easy
- Help clients feel more connected
- Still time to earn a 15% bonus
- Introduce your clients to Teladoc Medical Experts
- It’s been one year…
- Help Maritime communities affected by Fiona
- 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
- 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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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
- 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 - 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 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
-
Pre-approved acquisition campaign for ManulifeMONEY+ Visa cards launching on March 28th
-
Share Plan and Learn content to start new customer conversations
-
RSP Loans: Help clients boost their RRSP contribution this year
-
Advantage Accounts:1.50%* for TFSA and RRSP savings - Expires March 11, 2022
-
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
- 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
- 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
Specialty Life Insurance
- 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
- Your SSQ Insurance Newsletter - December 2022
- Your Toolbox for the 2023 RRSP Season
- La Capitale and SSQ Insurance will be Beneva on January 1, 2023!
- Your critical illness insurance toolbox
- Contest: $100 cash back on life policies
- Changes to our SSQ Insurance Products and Processes- effective September 8 2022
- 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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Sun Life - Earn CE credits at the National Sales Webinar series
-
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
-
There’s an answer for market volatility and the income challenge.
-
Grow your business – term life carryover rules and SMART Marketing
-
NewsFlash: Register for MA Forum and increases to credited rates
-
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
-
New webinar on estate planning and updated Par marketing piece
-
Rediscover choice, flexibility, guarantees and a better Client experience
-
New NewsFlash and new webinar on underwriting and mental health
-
Lower rates for SunUniversalLife II and a new look for NewsFlash
-
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
- 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
