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Author Archive for: ‘BRIDGEFORCE™’

Manulife Financial | Anti-Spam Legislation

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Canada’s Anti-Spam Legislation – What it means for advisors (CE credits available) New anti-spam legislation is being introduced on July 1, 2014. This legislation will have an impact on Canadians; in particular, it will affect how and when advisors are permitted to send electronic messages to clients and prospects. Join us for an informative session where we’ll provide an overview …

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IFB | CASL Webinar

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Register now for this upcoming webinar: Before You Hit Send: How Canada’s New Anti-Spam Law Will Affect You Date: Wed. June 25, 2014 Time: 12 noon Eastern time Length: 1 hour 1 hour of CE for Life license in BC, SK, MB, & ON IFB Members: FREE All Others: $25.oo (tax included) Canada’s new anti-spam legislation (known as CASL) will come into …

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RBC Insurance | Sell more disability insurance

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New tools, resources and enhancements to help sell with confidence As the market leader for individual disability insurance we’re dedicated to making it easier for you to best meet the needs of your clients and your business. Building awareness is an important step in the sales process. Access new tools, resources, product features and programs to help you successfully sell …

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BMO Insurance | New FATCA Rules

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Effective July 1st, 2014, policy owners of Universal Life, Traditional Whole Life, Non-Registered Single Premium Immediate Annuity and Non-Registered Guaranteed Investment Funds are required to self-certify whether or not they are a U.S. Person. BMO Insurance has created 2 new forms for clients to complete. Advisors will receive an email on June 16th, 2014 that will include information on the …

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Empire Life | Insight

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Foreign Account Tax Compliance Act (FATCA) The Foreign Account Tax Compliance Act (FATCA) is U.S. tax legislation enacted in 2010 to better detect tax evasion by U.S. persons living worldwide with financial accounts at non-U.S. financial institutions. Effective July 1, 2014, Canadian financial institutions are required to collect information to report to the Canada Revenue Agency on certain financial accounts …

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Canada Life | eBulletin

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Corporate versus personal ownership of a life insurance policy New tax and planning article Available on RepNet under: Products & tools > Estate & tax planning > Tax & planning articles > Life insurance Your personal records organizer now available as a fillable PDF Now available as a fillable PDF form Easier to capture your clients’ important financial information in …

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SSQ Insurance | Newsletter

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Your client already has mortgage protection, life insurance and even disability coverage? What about critical illness insurance? You may be thinking… “Critical illness coverage is complicated.” “Critical illness underwriting is rigorous.” “Critical illness insurance is expensive.” Is this really the case? New appointments to our Business Development Team We are pleased to announce the arrival of a new Business Development …

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Desjardins | v 6.1.0 (June 9, 2014)

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Version: 6.1.0 Release Date: June 9, 2014 Download Link: Download First: Illustration Software v 6.1.0 Download Second: June 9th Update

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Equitable Life | Competitive Edge Newsletter

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Simple Issue products – updates and resources New! Application Authorization Form (1344) – Now covers both Living Protection CI and Final Protection WL. Simple Issue Application Checklist – Learn how to save time and get your policies issued quickly. Living Protection or Final Protection Data Collection Worksheet – Answers the questions…Does your client qualify? What information do you need? Have …

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