Archives

Monthly Archive for: ‘November, 2015’

Manulife Financial | Change to align Insurance compensation to servicing advisors has been deferred

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We recently announced Manulife’s plans to align Insurance compensation to servicing advisors for client-initiated agent of record changes. While we remain committed to making these changes as part of our focus on becoming more customer-centric, we have received valuable input from advisors and distributors and have decided to defer the effective date as we work through a few remaining details. …

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Canada Life | Rate fix pending for new term 10 and 20 life insurance products and riders

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There is an issue with the recently released term 10 and 20 life insurance rates which needs to be corrected in Concourse (version 2.5). Products affected: Simply Preferred term 10 and term 20 life insurance Universal life insurance term riders Participating life insurance term riders Next steps Stopping mailings for issued policies with incorrect rates – We’ll be updating the …

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Tech Tips | Device Picks (November 2015)

SUR 3 Tessellation 1 E1437677567582

It’s been a while since I’ve updated my device picks and that’s because nothing has really changed. Until now. With each device listed below there is an option for a 2 year warranty from Microsoft called, “Microsoft Complete“. In most cases it’s only $129. You should seriously consider adding Microsoft Complete to your purchase order as it covers accidental damage to …

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BMO Insurance | Updated BMO Insurance Application Forms Available

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At BMO Insurance we are committed to improving our New Business process.  The following application forms have been updated to help streamline the form completion process. Revisions have been made to the following BMO Insurance application forms: (Face-to-Face) Application for Life Insurance and Critical Illness Insurance, 126E (Face-to-Face) Application for Life Insurance insureNOW™ and insureNOW™ Plus, 633E Non Face-to-Face Application …

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BridgeForce | 2015 Living Benefits Symposium Presentations

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BridgeForce | Tech Tips Exam One | Introduction to the laboratory Manulife Financial | 3 mistakes every business owner should avoid Transamerica Life | Uncovering the secrets to effective CI sales

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Manulife | Aligning Insurance compensation to servicing advisor for client-requested advisor changes

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As part of Manulife’s focus on becoming a more customer-centric organization, we are continually looking for ways to enhance the service and value we provide to our clients and advisors. After careful consideration and with our clients’ best interest in mind, starting January 1, 2016, when Manulife receives a client request for a new agent of record on an Insurance …

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