Monthly Archive for: ‘October, 2017’

BRIDGEFORCE University | 2018 Meeting Schedule

Please note that all of the BridgeForce meetings for 2018 will be by invitation only with the exception of the Compliance meeting and PD Days. RRSP Roadshow (Invite only) January 10, 2018 | Ingersoll, Elmhurst Inn January 11, 2018 | Woodbridge, Paramount Conference Venue January 17, 2018 | Windsor, Caesars Windsor Compliance Meeting March 20, 2018 | Windsor, Caesars Windsor March 21, …

Read More

BridgeForce News | October 23, 2017

Newsletter Header Revised 1

HEADLINES How the proposed tax changes will impact Canadian farmers We’re sure many of you are aware of the federal government’s proposed tax changes released July 18, 2017, commonly referred to as the proposals. Regardless of how these changes have been communicated, the proposals will have a significant impact on tax planning for all business owners, including farmers and other …

Read More

BridgeForce Compliance | Compliance News (October 2017)

Change to advisor privacy consent template Modification to 8(d) of BridgeForce broker agreement Industry launches Standardized Advisor Practice Review survey BC reminds licensees to keep client information confidential FSCO releases latest life agent compliance report Change to advisor privacy consent template Your privacy consent must contain language to cover information shared with MGAs and their third-party service providers. Consent language …

Read More

New CE Compliance Tool

CE-Tracker is a free online CE tracking service that you can use to easily track your CE requirements, and the CE credits you have earned to date – for all Life Licenses, Mutual Fund Licenses, and designations you may hold. Having reviewed this CE compliance tool, we expect that CE-Tracker will make it easier for you to earn and track …

Read More

BridgeForce News | October 10, 2017

Newsletter Header Revised

HEADLINES Proposed changes to the taxation of private corporations BridgeForce has been following the Liberal Government’s tax initiative outlined below in a recent Advocis email sent to its members. We believe the time has now come to initiate the action of all BridgeForce Brokers by calling, writing / emailing and visiting your local MP indicating that you are not in …

Read More

Tech Tips | Device Picks (Fall 2017)

SUR 3 Tessellation 1 E1437677567582

Fall is here and I’m pretty happy about that. Cooler weather, pumpkin spice and, of course, fall beer. Anderson Craft Ales, one of London’s top craft breweries, has a Pumpkin Ale which I need to try. And, of course, with the new season comes new device picks. Let’s hop into those right now. Mid-Range Laptops Dell Inspiron 15 – $749 …

Read More

Marketing Monthly | October 2017: Living Benefits

Mm 1710 Header

In this issue: Is critical illness insurance worth it? ‘I didn’t die:’ Cancer free, with no retirement savings Manulife: A look at our critical illness insurance claims Is critical illness insurance worth it? Bonita Boutilier’s purchase of critical illness insurance in 2003 proved to be prescient. The then 36-year-old Vancouver-based massage therapist bought the $100,000 10-year term policy on the …

Read More