Author Archive for: ‘BRIDGEFORCE™’

Valuable offers to our advisors from Advocis

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Working closely with us, Advocis, The Financial Advisors Association of Canada, supports the success of all our financial advice professionals. Advocis works diligently to promote and advance the profession. They not only offer reputable education and designation programs, they also advocate for you and your clients. The financial support gained through membership fees, in combination with the strength of a …

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UL Mutual v 2.3.1 | Nov 11, 2016

Download UL Mutual v 2.3.1

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Why should you consider income replacement insurance?

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Preserve your confidence Not working is stressful! Being disabled and not working is very stressful! Being disabled, not working and having financial problems is extremely stressful! When you are already suffering from a physical disability, you don’t need the additional mental anguish caused by a lack of income. Having a source of income at the worst of times instills confidence …

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BRIDGEFORCE University | Living Benefits Symposium Presentations

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BMO Insurance – Presenting Term CI with confidence BridgeForce – Compliance update BridgeForce – Tech Tips Canada Life – Discovering ways living benefits can fit into your practice Desjardins – Strategies to successfully position LTC insurance to your clients ivari – Critical illness protection: Underwriting, claims and sales ideas Manulife – Sales ideas focused on Manulife’s Living Benefits insurance Sun …

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Marketing Monthly | November 2016: Disability & Long Term Care

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In this issue: A guide to disability insurance Why you should purchase disability insurance Disability insurance: Protecting your income from the unexpected Why should you consider income replacement insurance? Are you leaving clients bare? Disability is misunderstood CLHIA | A guide to disability insurance This guide is designed to help you understand disability insurance and explain what your options are …

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Why you should purchase disability insurance

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Your greatest asset is your ability to earn income and your continued good health is the key to a long and successful working career. What is your Number? What is your cumulative total income you could expect to earn if you continue working to your age 65 – and are fortunate to earn 3.5% more each and every year? The …

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BRIDGEFORCE University | 2017 Meeting Schedule


Please note that all of the BridgeForce meetings for 2017 will be by invitation only with the exception of the PD Days. RRSP Roadshow (Invite only) January 11, 2017 | Ingersoll, Elmhurst Inn January 12, 2017 | Woodbridge, Paramount Conference Venue January 19, 2017 | Windsor, Caesars Windsor PD Days April 3 – 4, 2017 | Ingersoll, Elmhurst Inn April 5 – …

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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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