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Monthly Archive for: ‘August, 2017’

BridgeForce Compliance | Compliance News (August 2017)

Canada Life updated compliance program templates for privacy and AML, with CE credits available. BridgeForce privacy statement & customer consent updated to cover third party service providers. The material walks you through customizing the updated compliance program templates for your practice. Below are some points to consider as you work through the templates: Privacy compliance program template You’ll find this …

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BridgeForce News | August 28, 2017

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HEADLINES Advocis | Monthly Update Summer is the perfect time to invest in your professional development. Why you need to help millennials understand life insurance Financially, millennials have a lot on their plates, from paying off student debt and managing day-to-day expenses to buying houses for their growing families. So it’s not surprising that they may be forgetting something else: life …

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Manulife Financial | Important changes coming for universal life products

Manulife is changing the pricing of our level cost, universal life insurance products effective September 23, 2017. This impacts Manulife UL Level Gold, Manulife UL Level CIS, InnoVision Level to Age 100 and Security UL. New policies and new coverages with a policy or coverage date on or after September 23, 2017 will receive the new rates. Please refer to …

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BridgeForce News | August 14, 2017

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HEADLINES Advocis | Monthly Update Summer is the perfect time to invest in your professional development. Why you need to help millennials understand life insurance Financially, millennials have a lot on their plates, from paying off student debt and managing day-to-day expenses to buying houses for their growing families. So it’s not surprising that they may be forgetting something else: life …

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Marketing Monthly | August 2017: Selling to the next generation

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In this issue: Transferring the family cottage How to compensate and motivate millennials in sales Here’s what it takes to get a millennial to buy life insurance Why a millennial should have life insurance Transferring the family cottage The family cottage should invoke memories of warm weather, sunshine, and happiness. Unfortunately, for some, estate battles or family fights surrounding the …

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