Carrier & Partner Archive
Allianz
Assumption
B2B Bank
Best Doctors
Blue Cross
BMO Insurance
BMO Bank/Mortgages
- Part 2 - Lifting of COVID-19 advisory and travel insurance
- Lifting of COVID-19 advisory and travel insurance
- 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
- Refresh your travel insurance knowledge
- What's new with Assumption Life - Holiday Hours
- What's new with Assumption Life - December 6, 2021
- The latest news from your friends at Assumption Life - November 8, 2021
- The latest news from your friends at Assumption Life - November 2, 2021
- The latest news from your friends at Assumption Life - October 18, 2021
- 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
- The latest news from your friends at Assumption Life-August 23, 2021: Less time mean More Money; Updated Par Quarterly Report
- The latest news from Assumption Life - August 9, 2021: NEW Platinum Protection Term; New Guarantees for Seg Fund and RIA
- The latest news from Assumption Life - August 3, 2021: New Golden Elite; Assignee vs. Beneficiary and more
- The lateset news from your friends at Assumption Life - July 26, 2021
- The latest news from your friends at Assumption Life- July 19, 2021
- The latest news from your friends at Assumption Life - July 12, 2021
- Assumption Life's investment line-up just got better!
- Assumption Life launches 2 new simplified issue products
- The latest news from your friends at Assumption Life - July 5, 2021
- Simplify Your Summer with Assumption Life! - Webinar July 7
- Lia Update on Sunday July 4
- Two new simplified issue products launching July 5!
- The latest news from your friends at Assumption Life - June 21, 2021
- The latest news from your friends at Assumption Life - June 14, 2021
- The latest news from your friends at Assumption Life - June 7, 2021
- The latest news from your friends at Assumption Life - May 31, 2021
- The latest news from your friends at Assumption Life - May 25, 2021
- The latest news from your friends at Assumption Life - May 17, 2021
- The latest news from your friends at Assumption Life - May 4, 2021
- The latest news from your friends at Assumption Life - April 27, 2021
- The latest news from your friends at Assumption Life
- Last Chance To Make Your Voice Heard!
- We Would Like To Know What You Think
- Are We Meeting Your Expectations?
- Proof of Insurance Requests
- 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
- Financial Summary 2020-2021
- We have updated our Agent Manual!
- The 2021 Portugal Convention is Back on Track!
- How to Share the New Digital ID Card
- New ID Cards Update
- New and Improved ID Cards
- Member Portal: Your Policy at Your Fingertips
- 2021 New Business Close-off Dates for Commission Processing | Dates de clôture des Nouvelles affaires pour le traitement de la rémunération de 2021
- Webinar Nov. 25 - Finding the winning solution for your clients is the key to success!
- Our top 5 list for Term Life | Les cinq meilleures raisons de choisir l’assurance vie temporaire
- Learn how to make a positive impact | Apprenez comment créer un impact positif
- 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!
- Webinar: Aug 5 & 19th - A smarter way to submit your business
- ☑ NEW Digital BMO GIF Investor Kit | ☑ NOUVELLE trousse de l’investisseur des FPG BMO
- The EMIA - another exclusive from BMO Insurance | Le CIB – une autre exclusivité de BMO Assurance
- Webinar-July 15th-BMO Insurance Whole Life: One product. Two plan options.
- A simple alternative to trusts | Une solution de rechange simple aux fiducies
- Top 5 Reasons for choosing SmartApp
- Organizational Announcement | Changements organisationnels
- We're back on track! New Business and Underwriting Update | De retour sur la bonne voie! Mise à jour relative aux nouvelles affaires et à la tarification
- We got it covered at no additional charge
- Little in life is guaranteed but this is
- Webinar: A smarter way to submit your business - June 15
- New opportunities with BMO GIF
- Not all whole life plans are created equally
- Announcement of Mirella Fiore as VP Business Development
- Looking for a more predictable whole life policy?
- New ESG Funds on BMO GIF
- You're Invited | Invitation: BMO GIF Virtual Roadshow | FPG BMO Série Virtuelle
- Webinar - BMO Insurance Whole Life: One product. Two plan options.
- Wave 45.0 is here | La Vague 45.0 est arrivée!
- A simple solution with guaranteed income | Une solution simple offrant un revenu garanti
- Little in life is guaranteed but this is | Peu de choses sont garanties dans la vie, mais ceci l’est
- 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
- Doing business with Canada Life | Faire affaire avec la Canada Vie - April 22, 2021
- Canada Life: continuous development and education – Apr 20, 2021 | Canada Vie : formation et perfectionnement continus – 20 avr, 2021
- Continuing Education Centre spotlight: individual health insurance | Pleins feux sur le Centre de formation continue : L’assurace maladie individuelle
- Doing business with Canada Life | Faire affaire avec la Canada Vie
- 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
- Clients like Bruce and Anna need your help - CI Case Study
- Great news! Now, marijuana smokers can do it up to six times per week
- Can Mai get coverage after cancer?
- May 1 - June 30: Double Conference Credits
- Upcoming Webinar: Critical Illness Insurance – Common Challenges and Solutions for Clients - June 15
- Reminder to register! Upcoming Webinar: How to optimize your LinkedIn presence to generate new business - June 2, 2021
- Do you have clients like Amy? - CI Case Study
- Upcoming webinars - register today!
- James needs affordable CI Coverage
- Here’s what advisors think about critical illness insurance
- Do you recognize any of these clients?
- The refreshed Advantage Plus is here
- Update on Canadian Operations
Canada Life
Canada Protection Plan
Desjardins
Edge Benefits
Empire Life
Equitable Bank
- CSV Lending - A unique tool for Baby Boomers looking to help their children buy a home. Contact Mike Pilz
Equitable Life
- News from Desjardins Insurance - Dec. 13, 2021
- News from Desjardins Insurance - 2021 year-end details
- 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%!
- News from Desjardins Insurance - May 17, 2021
- News from Desjardins Insurance - May 3, 2021
- News from Desjardins Insurance - April 19, 2021
- Invitation from Desjardins Insurance
- Join our webinar: Asset Allocation ꟷ A year in review and the way forward - January 31, 2022
- Empire Life Insight for January 13, 2022 / Empire Vie - Aperçu du 13 janvier 2022
- Create a corporate account strategy to help maximize return potential & get efficient tax and estate planning / Créez une stratégie de compte d’entreprise afin de maximiser le potentiel de rendement et d’obtenir une
- After the greatest fixed-income bull market in history, what’s next? / Après le plus important marché haussier de titres à revenu fixe de l’histoire, à quoi peut-on s’attendre?
- Get rewarded for growth in 2022 with Empire Life GIFs / Soyez récompensés pour la croissance de vos affaires en 2022 grâce aux FPG de l’Empire Vie
- Register for our next TRIIPSS webinar: Estate Planning for the Blended Family | Inscrivez-vous à notre webinaire PARCOURS :Planification successorale pour une famille reconstituée
- Keep earning up to +20% more FYC with the BIGGER eBundle Bonus | Continuez de gagner jusqu’à 20 % de plus en CPA avec le PLUS GROS boni de regroupement en ligne
- Empire Life will conduct system maintenance on January 8 and 9, 2022 | L’Empire Vie procèdera à une maintenance du système les 8 et 9 janvier 2022
- Empire Life Insight for December 23, 2021 / Empire Vie - Aperçu du 23 décembre 2021
- Now available on demand: Intergenerational wealth transfer and life insurance for kids / Maintenant offert sur demande : Transfert de patrimoine intergénérationnel et assurance vie pour enfants
- Extension of temporary underwriting limits for life and critical illness insurance | Prolongation des limites temporaires pour l’appréciation des risques jusqu’en 2022
- Can your clients achieve a rate of return of 15%* with life insurance? | Vos clients peuvent-ils atteindre un taux de rendement de 15 %* avec l’assurance vie?
- Empire Life Insight for December 9, 2021 / Empire Vie - Aperçu du 9 décembre 2021
- New Empire Life Balanced GIF commentary and positioning / Nouveau commentaire et mise à jour sur le positionnement du FPG équilibré de l’Empire Vie
- Sell/Buys into new Class Plus 3.0 contracts / Acheter/vendre dans un nouveau contrat Catégorie Plus 3.0
- Off the cuff with Harsh Narsinghani: The race to incentivize domestic chip manufacturing / Sur le vif avec Harsh Narsinghani : La course à l’incitation à la fabrication nationale de puces
- Help your clients give a gift that lasts a lifetime this holiday season!
- Help your clients understand asset mix: a key part of an asset allocation strategy / Aidez vos clients à comprendre la composition de l'actif : un élément clé d'une stratégie de répartition de l'actif
- Build resilience with the right diversification strategy / Renforcer la résilience grâce à la bonne stratégie de diversification
- Holiday season schedule and year-end settlement dates / Horaire de la période des Fêtes et dates de règlement de fin d’exercice
- Give your clients the gift of guaranteed retirement income for life | Offrez à vos clients le cadeau d’un revenu de retraite garanti la vie durant!
- Now available on demand: Beneficiary blow-ups – Focus on Insurance / Maintenant offert sur demande :L’ABC des bénéficiaires – pleins feux sur l'assurance
- Empire Life Insight for November 11, 2021 | Bulletin Aperçu de l’Empire Vie du11 novembre 2021
- Empire Life Insight for October 28, 2021 / Bulletin Aperçu de l’Empire Vie du 28 octobre 2021
- From the desk of Sara Shahram: The natural gas rally, its global implications and investment opportunities / Les observations de la gestionnaire Sara Shahram : La hausse des prix du gaz naturel, ses effets à l’échelle mondiale et les occasions qui en d...
- Help your clients bring their financial goals to life \ Aidez vos clients et vos clientes à donner vie à leurs objectifs financiers
- Positioning update for Empire Life’s Dividend Growth Fund / Mise à jour sur le positionnement – Fonds de dividendes de l’Empire Vie
- Earn up to +20% more FYC with the NEW, BIGGER eBundle Bonus
- Empire Life Insight for October 14, 2021
- ALERT: Emblem Oversight Team Tactical Update
- 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
- Scheduled Maintenance - Saturday, September 25th, 2021
- Please join us for our next TRIIPSS Webinar - Separation and Divorce: Who gets what
- Empire Life Insight for September 2, 2021
- Empire Life Insight for August 19, 2021
- Register for our TRIIPSS webinar to level-up your tax knowledge of segregated funds! / Inscrivez-vous à notre webinaire PARCOURS pour approfondir vos connaissances fiscales sur les fonds distincts!
- Empire Life Insight for August 5, 2021 / Bulletin Aperçu de l’Empire Vie du 5 août 2021
- Empire Life Insight for July 22, 2021
- Feature Update: Investment Client Net Growth Calculation On MyEmpire
- Empire Life Insight for July 8, 2021 - Includes: Reminder: Personal Health Tele-Interviews required for paper applications
- ACTION REQUIRED: Update Your Envision Illustration Software | ACTION REQUISE : Veuillez télécharger la plus récente version du logiciel d’illustrations Envision
- Fast & Full 15% eBundle Bonus Extended for Summer 2021! | Boni de regroupement en ligne de 15 % de Rapide & Complet prolongé pour l’été 2021!
- Register Now for our next Life Insurance Webinar July 14 - Ensuring Stability: Inside the Empire Life Participating Account
- Empire Life Insight for June 28, 2021 / Bulletin Aperçu de l’Empire Vie du 28 juin 2021
- Are all sustainable investing approaches the same? / Les approches d'investissement durable sont-elles toutes pareilles?
- New Feature! Find opportunities to grow your business with your clients’ expiring conversion privileges | Nouvelle fonctionnalité! Trouvez des occasions d’accroître vos affaires grâce à la liste des droits de transformation arrivant à échéance de vos c...
- Dividend Scale Announcement for Empire Life Participating Plans
- Great news! No fluid underwriting for life coverages up to $2,000,000
- Keeping the claims promise when clients and their families need us most
- Empire Life Insight for June 11, 2021
- Fast & Full 15% eBundle Bonus Extended until June 30!
- Why it's Canada's time to shine. Read more in our client-friendly market update.
- Emblem Oversight Team Tactical Update - June 1, 2021
- Empire Life Insight - May 13, 2021
- Register Now for our next TRIIPSS webinar: Cross border insurance issues for Americans in Canada
- Register for our TRIIPSS webinar: Cross border investment issues for Americans in Canada
- Happy Holidays
- Competitive Edge Newsletter - Holiday Hours
- Anytime. Anywhere! Equitable Client Access
- Equitable Life Savings & Retirement Webinar Series featuring Invesco Europlus
- Competitive Edge Newsletter - October
- Equitable Life’s Large Case Experts can help
- Ways to reduce net income after age 71 with Equitable Life.
- Make It Easy EZtransact Contest-Next Draw October 25!
- 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
- Competitive Edge Newsletter - June
- REMINDER that paper applications with a version date prior to 2021/04/02 are set to expire July 1, 2021
- Updates to New Business Contract Delivery
- Coming Soon - On June 26, 2021 make room for more EDO room
- Equitable Life added the Mackenzie Global Strategic Income Fund to Pivotal Select
- Welcome Fidelity to Equitable Life’s Pivotal Select segregated funds lineup
- Check out Equitable Life’s online annuity quotation tool.
- Enhancements to eDelivery for New Business now available
- Competitive Edge Newsletter - May
- Equitable Life Savings & Retirement Webinar Series welcomes Fidelity Investments Canada.
- Equitable Life is making changes to its Pivotal Select Fund lineup
- Anti-money laundering legislation changes
- Going digital with Pivotal Select Fund Facts
- New Dividend Scale effective July 1, 2021
- Competitive Edge Newsletter - April
- Anti-money laundering legislation changes coming soon
- Life Ops Survey 2021 – Take the Survey Now
- Getting a tax refund is exciting, but should it be?
- 2021 new business cut-off date
- Two weeks left to Step Up
- New application now available
- Still time to Step Up
- Coming soon! New streamlined application
- It’s here! Download Foresters Go today
- 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
- Clients like Bruce and Anna need your help - CI Case Study
- Offer smokers significant savings
- Do you have clients like Amy? A CI Case Study
- Sales concept: A Package Deal
- Strong performance in an extraordinary year
- Sales concept: A Package Deal
- Are you offering CI to all your clients?
- 5 case studies highlight product versatility - Foresters flagship PAR product
- Updated! Dividend client materials
- Upcoming changes to InsuranceAssist e-App
- Humania Management Team Appointments
- 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
- Departure of Stéphane Rochon
- Web Training Sessions: Your PDUs & CE Credits online with Humania - Month of May
- Book a Virtual Meeting with one of our Sales Directors
- Book a Virtual Meeting with one of our Sales Directors
- Economic Overview - Week Ending December 17, 2021
- Economic Overview - Week Ending December 10, 2021
- Economic Overview - Week Ending December 3, 2021
- Economic Overview - Week Ending November 26, 2021
- Economic Overview - Week Ending November 19, 2021
- iAIM | Monthly Commentaries
- iA CONNECTED | Insurance Forms: Addition of COVID-19 related questions
- New | Economy and Finance 101 videos
- Looking for content? Share our featured posts!
- Economic Overview - Week Ending November 12, 2021
- The Fed is starting to lift its foot from the gas pedal
- New | Economy and Finance 101 videos
- Review of the week | iA CONNECTED
- Economic Overview - Week Ending October 29, 2021
- iAIM | Quarterly commentary (Q3-2021) by JP Chevalier & Marc Gagnon
- iAIM | Quarterly commentary (Q3-2021) by Alexandre Morin
- iAIM | Quarterly commentary (Q3-2021) by Donny Moss
- Your savings must-have is back! Discover the 2021-2022 Savings edition of Choose iA magazine now!
- Launch of four segregated funds: the time is now!
- Canada: the surge in housing prices is losing steam
- New iA PAR Wealth
- It’s time to send your RRSP conversion requests!
- Living Benefits Admin Updates | iA CONNECTED
- Economic Overview - Week Ending October 15, 2021
- 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
- Let's Talk "Quality Matters – Investing in a Growing Economy" - English and Mandarin
- United States: the labour market slowed suddenly in August
- iAIM | Changes to the portfolio management team
- iA Story campaign | See why you should work with iA
- FALL SALES TRAINING WITH INDUSTRIAL ALLIANCE- REGISTRATION (ON advisors Only)
- Economic Overview - Week Ending August 27, 2021
- Did you know that withdrawing money from a registered education savings plan (RESP) is not limited to a college or university education?
- Review of the week | iA CONNECTED - Aug. 21, 2021
- Changes to iA's fund lineup | Launch and mergers
- iAIM | Monthly commentary by Donny Moss
- iAIM | Monthly commentary by Alexandre Morin
- iAIM | Monthly commentary by Jean-Pierre Chevalier
- iAIM | Monthly commentary by JP Chevalier & Marc Gagnon
- iA CONNECTED: Our latest fund profiles now available!
- iA CONNECTED : Review of the week!
- Economic Overview - Week Ending August 13, 2021
- Appointment of Clément Gignac to the position of senator
- Economic Overview - Week Ending July 30, 2021
- Economic Overview - Week Ending July 23, 2021
- A new toolbox is available 🤩 | iA CONNECTED
- Economic Overview - Week Ending July 16, 2021
- iA CONNECTED : Availability of semi-annual investment statements
- iA CONNECTED | Onboarding Letter Enhancements
- iA Connected | Increase your credibility with review
- iA CONNECTED | Did You Know...
- Economic Overview - Week Ending July 2, 2021
- Do you use our calculators?🤓
- Individual insurance | New permanent easing of underwriting requirements for immigrants
- Economic Overview - Week Ending June 25, 2021
- iA Connected: Information of the week - June 19, 2021
- Economic Overview - Week ending June 18, 2021
- iA Financial Group: your new one-stop shop for large cases
- Economic Overview - Week Ending June 11, 2021
- Economic Overview - Week Ending June 4, 2021
- Let's Talk "Emerging Markets Equity Management" - June 14 & 16, 2021
- Economic Overview - Week Ending May 28, 2021
- Economic Overview - Week Ending May 21, 2021
- Economic Overview - Week Ending May 14, 2021
- Let's talk "Asia-Pacific : A New Beginning" Webinars - Mandarin May 18th | English May 20th
- Economic Overview - Week Ending May 7, 2021
- iA Connected | News of the week - May 8, 2021
- Economic Overview - Week Ending April 30, 2021
- Economic Overview - Week Ending April 23, 2021
- Insurance | Onboarding letter 2.0
- ivari presents… Underwriting and compliance fireside chat
- ivari presents…Understanding burnout
- ivari info: Service and processing availability during the holiday season
- ivari presents…content to help you grow your business!
- Reminder to register for Basics of business insurance
- Let your clients know about Maple!
- Exciting news for you and your CI Clients - Introducing Virtual Healthcare by Maple!
- Software Update: What's new with LifeView 2021.3
- ivari presents…How to manage stress & anxiety in a changing world
- 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
- ivari presents…Building influence and community on Instagram
- ivari presents… Building Your Own Brand: Making Yourself More Referrable
- ivari presents…Your most important client is...YOU! Sept. 2, 2021
- Reminder to register for Building influence and community on Instagram
- ivari presents…Using Facebook to connect with an engaged audience
- ivari presents…Using Facebook to connect with an engaged audience
- ivari presents…Leveraging lead generation on Facebook - July 15, 2021
- Stay in the know with ivari info - July 5, 2021
- ivari presents…Building an authentic brand and network on Linkedin
- ivari info - Looking for more ivari 360 training? - June 21, 2021
- Special edition – Anti-Money Laundering (AML) changes
- ACTION REQUIRED – It’s time to set up your enhanced website security for ivari.ca
- You only have until June 14 to tell us how we're doing!
- ivari presents…Inforce business presented by Keith Leech
- ivari presents…The Impact of Psychological Safety presented by Michael Cooke
- Updated Software - LifeView 2021.2
- New Underwriting Requirements Chart - April/2021
- ivari presents…Value Added Series, Cultivating Referrals
- Get more clients insured, with less requirements and in less time!
- Advisor Compliance Handbook
Foresters
iA Financial Group
ivari
Life Design Analysis
- Write business with Empire Life? Find out how the LDA autopilot program can benefit you, click here to learn more.
- Want to learn all about LDA's latest feature, the Insurance Portfolio Review, and how it helps you identify gaps in your client's coverage? Click here to learn more.
Manulife
Manulife Bank
SSQ Insurance
RBC Insurance
Sun Life
- La Capitale Newsletter - December 2021
- A musical season’s greetings
- Join us for a conversation with Dynamic Funds
- La Capitale Newsletter, including year end dates - November 2021
- Reminder: Financial Advice Webinar November 23
- New! 1.05% Traditional GIC promotional rate!
- Appointment of Chris Paterson, Director, Business Development
- La Capitale Newsletter - October 2021
- Financial Advice Webinar series
- 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
- Reminder: Financial Advice Webinar
- Financial Advice Webinar series
- Newsletter - June 2021 - Reminder - Adjustments to our individual life insurance products
- 1.15% GIC promotional rate for 18 months
- La Capitale Insurance Webinar series - June 16
- La Capitale Newsletter - May 2020
- La Capitale Insurance Webinar series
- New appointment in Individual Insurance and Financial Services- Brokerage Distribution Networks
- Adjustments to our Individual Life Insurance Products - May 2021
- Changes to the Pillar Series products
- With Spring Come New Rates for Individual Life Insurance- Effective May 18, 2021
- New appointment in Individual Insurance and Financial Services- Brokerage Distribution Networks
- La Capitale Newsletter - April 2021
- La Capitale Newsletter - March 2021
- Did you miss the Canadian Advisor Tech Expo? Don't worry, you can still watch our breakout session on-demand here on our YouTube channel! Jon Jarvie and Nik Fergusson presented on "Servicing the Best Interests of Your Insurance Clients in a Digital World".
- Open house: Join Nikolas Fergusson on Thursday, November 25th, and bring any questions you might have about anything LDA! Register to join here!
- Write Business with Empire Life? Click here to learn about how LDA can simplify the process.
- Insurance needs change as we age. We put together an infographic that you can send to your clients to show how insurance changes through the ages. Check out our blog to get your custom template here.
- A question, do you sell insurance or do customers buy it? While this might seem to be the same thing, there is a large difference. Read here to understand the difference and how to change the narrative around life insurance sales.
- We will be participating in the upcoming Canadian Advisor Tech expo this year, with both a virtual booth and a presentation from Nikolas Fergusson and Jon Jarvie about servicing the best interests of your clients using LDA. Register to attend the expo today!
- Did you miss our October Webinar? You can watch the recording here
- How scalable is your sales funnel? Generating a new life insurance prospect is hard work, and not just any prospect, a qualified one. Read our blog
- In the spirit of Halloween, we got to thinking what kind of Life Insurance your favourite superhero would need, click to read!
- Join us on Thursday October 28th, for our monthly webinar. Explore the Digital Transformation of Insurance Practices.
- 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
- Interested in illustrating term conversions and exchanges more effectively? Click here to register for the workshop.
- Want to illustrate term conversions and exchanges more effectively? Click here to register for the workshop.
- Want to increase the value of your existing insurance block? Click here to find out how.
- Want to position insurance options more effectively? Register for our webinar today to learn how.
- Ever wonder what type of insurance your favourite superhero would own? Find out more in this article.
- Want to position insurance options more effectively? Register for our webinar today to learn how.
- Want to maximize the value of your insurance block? Click here to register for the LDA Monthly webinar
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Studies show roughly 9/10 people are confused by their insurance options. Help simplify the experience with these analogies and quotes about insurance. Click here to read more
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Illustrate the value of life insurance by selling on time, not price. Click here to read more.
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Want to create the best remote insurance sales presentations? Click here to register for our webinar.
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Why don't people buy life insurance? Click here for 13 common objections to buying insurance and how to overcome them.
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Presenting insurance scenarios? Here are 7 ways to present insurance solutions to your clients.
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Want to simplify insurance case creation? Join our webinar to find out how.
- How scalable is your life insurance lead funnel? Click here to explore the traditional vs digital lead funnel and how to leverage both in your practice.
- Insurance AdminSource - December 2021
- Advanced Infosource: NEW Manulife UL: Where power and opportunity meet & 2021 Year-end processing dates
- Hot off the press - Solutions winter edition
- Advanced Infosource - November 3, 2021
- Announcing Co-Chief Investment Strategists: Kevin Headland and Macan Nia
- Insurance AdminSource - October 2021
- Making the most of your charitable donations
- 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
- Register now for the Manulife EDGE Conference | Inscrivez-vous dès maintenant à la conférence Manuvie ATOUT
- NEW Investment note: Update to our Canadian dollar outlook
- New episode of Investments Unplugged: Working on your inner game
- How My Clients can help with underwriting tasks
- Pricing review for Standard LifeTerm policies
- Introducing more e-signature options to submit your insurance business
- Answering more of your investment questions that niggle
- New anti-money laundering regulations begin June 1, 2021 (Life)
- We hear you – enhancing the Advisor Portal experience
- Alert: Fraudulent product document
- E-Application will no longer be supported by Internet Explorer 11
- Change to our partial term insurance conversions with carryover rules
- Join us - Introducing Manulife Climate Action Fund
- Policy Delivery - Electronic Delivery Chart
- Insurance forms are now e-easier on all browsers
- Risky Business | Solutions spring edition
- The truth about COVID-19 vaccination and insurance coverage | BE ready for your next client conversation!
- 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?
- June 15 & June 17 - Webinar: Philip Petursson is back to help advisors working with Manulife Bank digest today’s data
- Manulife One remains a viral conversation
- Partner Rewards Program - New ways to qualify: Specialized Lending, Deposits
- May 20: Webinar: Retirement planning advice for your toughest clients. Hint: you're one of them.
- Videos for use with clients
- Change to funding for AbilitiCBT / Modification du financement pour le programme AbilitiTCCi
- Requesting claims experience on a terminated RBC Insurance group client / Demande de résultats techniques d’un régime collectif résilié RBC Assurances
- Technical support for BIC password resets and WealthLink coming to Sales Technology Support Centre / Centre de soutien technologique des ventes : soutien technique pour la réinitialisation des mots de passe du Centre sécurisé et pour WealthLink
- RBC Insurance Operations Update for the week ending November 26, 2021
- RBC Insurance Operations Update for the week ending November 19, 2021
- RBC Insurance new DI eApp now available! / Disponibilité de la nouvelle proposition électronique d’assurance invalidité RBC Assurances
- Introducing eDelivery and Online Insurance for Life & Health clients / Lancement de la transmission électronique et du portail Assurance en ligne auprès des clients de l'assurance de personnes
- New Growth Insurance: New case study now available / Assurance Croissance RBC : nouvelle étude de cas disponible
- RBC Insurance Operations Update for the week ending November 12, 2021/ Actualités Opérations, RBC Assurances – Semaine se terminant le 12 novembre
- RBC Growth Insurance Plus now available! / Assurance Croissance Plus RBC enfin offerte!
- RBC Insurance Operations Update for the week ending November 5, 2021
- New RBC Vision Funds coming soon to RBC GIF / Bientôt : Nouveaux fonds Vision RBC ajoutés à la gamme FPG RBC
- RBC Insurance Operations Update for the week ending October 22, 2021
- New Whole Life Product – RBC Growth Insurance Plus
- Wealth Resources and best practices for expediting business at RBC Insurance
- RBC Growth Insurance: New e-direct and one pager
- 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
- RBC Insurance Operations Update for the week ending October 15, 2021
- 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
- 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
- We value your feedback – take 60 seconds to complete our eApp survey!/ Vos commentaires nous sont précieux – prenez une minute pour répondre à notre sondage sur la proposition électronique!
- Update from RBC Insurance Underwriting / Mise à jour de la Tarification RBC Assurances
- Coming Soon: Living Benefits changes to help you increase your business/Bientôt : Modification aux assurances à prestations du vivant pour vous aider à faire croître vos affaires
- Exciting offer for physicians practicing in Ontario / Offre avantageuse aux médecins pratiquant en Ontario
- Obtain signatures remotely for the RBC Growth Insurance eApplication today! / Obtention de signatures à distance pour la proposition électronique Assurance Croissance RBC
- Destiny Wealth Accumulation Bonus Overpayment / Versement excédentaire de la bonification de croissance du capital Destinée
- Coming June 12: Digital Signature for RBC Growth Insurance
- RBC Insurance Term Conversion policy checklist now available
- 10% Savings on YourTerm Coverage ends June 10
- Update from RBC Insurance Underwriting - May 4, 2021
- Partnering for Success: An important update from RBC Insurance Underwriting
- COVID-19 Update: Do vaccines negatively affect your clients’ application?
- Clients can now sign the RBC YourTerm eApplication remotely
- Discover SLi's Video Library
- New marketing piece - Immediate vs. Deferred Coverage
- If you haven't already, follow our Jenie LinkedIn page for news in real time!
- Sophia's Case, pdf format
- Not yet on our distribution list? Get added today! Send us a request at sales@slinsurance.ca
- Haven't seen all of our videos yet? Take a look at The Jenie Booth landing page and you'll find them all and more!
- 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;
-
Follow us on Social:
- The Evolution Series - Senior Market marketing piece
- The Jenie Experience Case Study Video
- Complementary solutions now also available for QC residents
- Jenie 2.0 - Announcement
- The Choice Series
- Specialty Life Insurance - website
- Your SSQ Insurance Newsletter - December 2021
- A musical season’s greetings
- Your SSQ Insurance Newsletter with transaction and holiday dates - November 2021
- Appointment of Chris Paterson, Director, Business Development-GTA West, Ontario
- Claim Services: Revised Method of Claims Communications
- Join our Webinar Series and earn CE Credits
- Your SSQ Insurance Newsletter - October 2021
- 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!
- Your SSQ Insurance Newsletter - May 2021
- Adjustments to our Individual Life Insurance Products - May 18 2021
- With Spring come NEW RATES in Individual Life Insurance - Effective May 18, 2021
- Universal Life Insurance | Modifications to the Investment Options – June 2021
- Your SSQ Insurance Newsletter - April 2021
- New appointment in Individual Insurance and Financial Services- Brokerage Distribution Networks
- Tax & Legal Update 2021 – Earn 1 CE credit
- New and Improved Feature for our UL Insurance Statements
- NEWSFlash: The MGA year end is coming up
- Sun Life Net Zero Announcement
- Now’s the time to see what Sun eApp can do for your business
- Holding off on a change to SunAdvantage my savings and the FutureFinder Group RRSP
- It’s time to think big
- 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
- NEWSFlash - June 17, 2021 Edition
- New! Industry-leading limits for non-medical underwriting are here.
- Central SW ON & ATL - Sun Life University Days Invitation - June to August 2021
- Comply with new AML & ATF regulations
- Registration open! PD Summit 2021 – for all advisors
- In-force LTCI reprice & close of Sun LTCI to new business
- Forget the myths: Millennials are the future of your business
- Year-end dates
- LAUNCH | 2022 Investment Campaign ✨
- Coming Soon: 2022 Investment Campaign 🙌
- Do you know Superior+? | New Webcoffee ☕
- Are you really Cybersafe? 👀
- 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 ☕
- Meet our Directors! | New WebCoffee ☕
- It's a Month of Celebrations 😍 | Meet our Directors!
- Special Anniversary | New WebCoffee! - My Universe turns 1; Why choose UV Insurance Simplified Issue - Webinar May 19
- Extended Spring Promotion | New WebCoffee!
- Discover our Museum Space | New WebCoffee!
- Immediate Underwriting, our new buzzword | + New Webcoffees