Monthly Archive for: ‘February, 2018’

BridgeForce News | February 12, 2018

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HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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BridgeForce University | 2018 Compliance Meeting

You’re invited to the 2018 Compliance Meeting. With regulators and carriers taking a much more active role in auditing, a compliant practice has never been more a priority. And the risks of not being ‘in compliance’ have never been greater. Can you describe and demonstrate the steps of your needs-based sales process? Have you implemented a letter of engagement? Are you meeting the …

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Marketing Monthly | February 2018: RRSP’s

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In this issue: 65% of Canadians are saving for retirement RRSP Savings calculator 2018 Personal tax calendar 65% of Canadians are saving for retirement Almost two-thirds of Canadian households are saving for retirement, census data show, despite a national household savings rate that fell to 4.6 per cent in the second quarter of this year. Of 14 million households, 65.2 …

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