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Author Archive for: ‘BRIDGEFORCE™’

Transamerica | ePara Pilot by Hooper-Holmes Canada

Transamerica Life Canada New Business and Underwriting — Looking forward to 2012! Here is one of the great things you can expect to see from us this year: We are excited to announce that we are participating in an ePara® pilot conducted by Hooper-Holmes Canada in the Greater Toronto Area beginning March 1, 2012! Transamerica is one of the first …

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Sun Life | Competitive Edge: Save Time with SLF Tele-Interviewing

Time. It’s at a premium, and there never seems to be enough. At Sun Life Financial, we’re working on innovations that allow you to use your time more effectively, get answers more quickly and results faster. Our tele-interview process uses Hooper Holmes Canada, an experienced third-party provider to gather evidence for insurance applications and submit it directly into Sun Life …

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Standard Life | New Applications Effective March 9

Our Ideal Segregated Funds – Signature Series application forms have been updated to reflect the addition of the Back-End Load (BEL) option in the Ideal Income Series. Please discard any previous versions of the application as these will be accepted only until March 9 2012. New applications are available for order. Original article

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Canada Life | Lifetime Income Benefit Illustrator and Income Allocator Updates

On March 9, updates to the lifetime income benefit illustrator and the income allocator will take effect. These changes will affect calculations and reports for both tools. Reports generated for clients before that date will be different than reports generated after. You can re-run reports on and after March 9 for the most up-to-date information.

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Canada Life | Top-Ranked Funds

Your clients are in the right place For 2011, 58 per cent of all Canada Life™ segregated funds were ranked first or second quartile, including fund-of-fund solutions with 75 per cent ranked the same. This means many of the funds you offer clients performed well compared with funds within their peer groups – in tough market conditions. Quartile rankings compare …

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Canada Life | New Business Service Levels

Thank you for doing business with Canada Life. Here s some important information from Canada Life Distribution. Please forward to your advisors where appropriate. The Millenium universal life and critical illness reprice has caused new business service delays due to a significant increase in business volumes. We apologize for these delays and assure you our New Business team is aware …

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Canada Life | Newslink (March 2012)

In this edition: – What are your clients’ dreams? – Accessing cash value in life insurance policies – Sign and return the code of Business Conduct and Ethics – Wage loss replacement plans and recent changes to CPP legislation – Improved fund reports updated quarterly – Return of premium for grouped individual disability and critical illness insurance – Why choose …

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Canada Life | GLC Asset Management: Investment Commentary

GLC Asset Management Group Ltd. We are a leading investment management firm offering top-tier investment management services to Canadian investors. Our singular focus is to provide our clients with superior, long-term investment performance. We manage $30 billion in assets* and offer a wide range of investment mandates in traditional and specialty asset classes. We apply distinct investment styles through our …

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My Practice | Market Your Practice Like Apple

The urge to grab any and every piece of business, regardless of size and fit, is powerful.  Of course we all want growth, but maybe there is a lesson to be learned from the late Steve Jobs. I recently read about a meeting Jobs had with Google founder Larry Page in the summer of 2011. Jobs suggested Google stop trying …

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Compliance | Advisors Must Send LIRD (Copy) to Existing Insurer

Full article …The agent and applicant must sign both the LIRD and the written explanation to confirm receipt of the documents. If the applicant is not the life insured under the policy, the agent must obtain the insured person’s signature on a copy of the written explanation to confirm receipt. The agent is required to send copies of the signed …

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