Monthly Archive for: ‘October, 2016’

Assumption Life v 7.0 | Oct 31, 2016

Software Update

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BridgeForce News | October 31, 2016

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HEADLINES Year-end tax planning 2016 webinar (Nov 9, 2016) There are many tax strategies and tax-planning opportunities that you can help your clients take advantage of before Dec. 31. From tax-loss selling to charitable donations, from RESP optimization to the tax credits that will be eliminated after 2016, Jamie Golombek reviews some of his major year-end tax planning tips. The …

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Desjardins Insurance | Webinar: A wave of changes at Desjardins

The purpose of this session is to help you get ready for all the changes that will be taking effect on January 1, 2017. We want to make sure you have all the information you need so you can start preparing for client meetings. From the schedule below, choose a date that works for you. There’s a maximum of 50 …

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Equitable Life v 2016-3 | Oct 24, 2016

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iA Financial v 8.0.0 | Oct 15, 2016

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Empire Life v 10.6 | Oct 15, 2016

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BridgeForce News | October 17, 2016

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HEADLINES The increasing complexities of senior clients with POAs As the average age of the population increases, it’s becoming more commonplace for advisors to take instructions from people other than the client pursuant to a signed power of attorney (POA) document. Navigating some of the complexities associated with a POA has become a huge problem for advisors and dealers as …

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Fall General Meeting 2016 Presentations

BridgeForce – Compliance update BridgeForce – Tech Tips BMO Insurance – The UL product feature that will disappear Canada Life – New Life17 Canada Protection Plan – Growing your business Empire Life – Our brand new insurance portfolio Equitable Life – What is different about the Par Plan at Equitable Foresters Insurance – 4 unique case studies ivari – The …

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Good luck to the CWHL

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Tech Tips | Device Picks (Fall 2016)

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Oh the fall. This is my favourite time of year. We get to wear jeans again, open our windows and all of the Ontario craft breweries release their fall beers. Mid-Range Laptops Dell Inspiron 15 – $547 15.6 inch screen, AMD A10, 8 GB RAM, 1 TB Hard drive, 5.34 lbs Dell Inspiron 13 – $549 13.3 inch screen, Intel Core i3, …

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