BridgeForce News | January 9, 2017
HEADLINES
Where is the investment industry heading in 2017?
At the Empire Club’s recent Annual Investment Outlook 2017, Ian Russell, President and CEO, the Investment Industry Association of Canada (IIAC) revealed the results of IIAC’s latest survey of investment CEOs. Conducted from November 3 to November 25 last year, the survey coincided with the election result south of the border and, as a result, many responses were in line with the market rally seen in the aftermath of Donald Trump’s election.
COMPLIANCE
New obligations and minor report form changes
Please note that, effective June 17, 2017, there will be new obligations related to domestic and foreign politically exposed persons (PEPs) and heads of international organizations (HIOs) resulting from amendments made to the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) and associated Regulations. Please see FINTRAC’s guidance describing these obligations.
SUPPLIER COMPANY NEWS
Empire Life
8 Pay new product introduction delayed
The release of our newest product offerings: EstateMax 8 Pay and Optimax Wealth 8 Pay, originally planned for January 1, 2017 require a slight delay in their introduction. An error in Exempt Test calculations has been discovered and will delay the launch by approximately one month.
Life & Critical Illness insurance bundle
Most Canadians know that adding life insurance to their financial plan is crucial. But did you know that buying life insurance may not be enough? Contracting a critical illness can significantly impact a financial plan.
Foresters Financial
Membership Matters
A year of saving, Resolve to make the world a better place, The great scholarship search, The new face of MyForesters.com, More than just the winter blues.
Power your sales in 2017
It’s the start of a new year and an exciting time at Foresters Financial as we introduce 3 new non-participating whole life products.
The reward for a job well done
Your Foresters Financial production in 2017 can earn you the chance to join us at our 2018 Elite Producers’ Conference in 2018 in Montego Bay, Jamaica.
RBC Insurance
Could Anna be your client?
Anna, age 35, is getting married in 2 months. As the big day draws near, she starts to imagine her life with her new partner, and as a successful business owner, wants to ensure she has the correct insurance coverage in place should anything happen to her.
SSQ Insurance
2017 SSQ Merit Plan
The SSQ Merit Plan continues to be offered in 2017! This bonus program allows you to accumulate individual insurance and investment sales credits to earn even more.
2017 Tax changes: 2 months to go
You’ve been hearing about it for a long time. The 2017 tax changes are fast approaching! Here are a few important administrative rules to ensure a smooth transition.
SSQ Newsletter vol.4, No. 12, December 2016
SSQ CI Signature Corporate Bond GIF, Our loan programs will be back in 2017, 2017 SSQ Merit Plan.
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