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Author Archive for: ‘BRIDGEFORCE™’

Marketing Monthly | September 2017: The RESP

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In this issue: Government of Canada | Registered Education Savings Plans iA Financial | How does the RESP work? RESP withdrawal rules and strategies for 2017 Manulife Financial | RESPs – No longer just for kids Manulife Financial | The rising cost of education: How will you pay for it? Manulife Financial | Secure your grandchildren’s post-secondary education needs Government …

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BridgeForce Compliance | Compliance News (August 2017)

Canada Life updated compliance program templates for privacy and AML, with CE credits available. BridgeForce privacy statement & customer consent updated to cover third party service providers. The material walks you through customizing the updated compliance program templates for your practice. Below are some points to consider as you work through the templates: Privacy compliance program template You’ll find this …

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BridgeForce News | August 28, 2017

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HEADLINES Advocis | Monthly Update Summer is the perfect time to invest in your professional development. Why you need to help millennials understand life insurance Financially, millennials have a lot on their plates, from paying off student debt and managing day-to-day expenses to buying houses for their growing families. So it’s not surprising that they may be forgetting something else: life …

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Manulife Financial | Important changes coming for universal life products

Manulife is changing the pricing of our level cost, universal life insurance products effective September 23, 2017. This impacts Manulife UL Level Gold, Manulife UL Level CIS, InnoVision Level to Age 100 and Security UL. New policies and new coverages with a policy or coverage date on or after September 23, 2017 will receive the new rates. Please refer to …

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BridgeForce News | August 14, 2017

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HEADLINES Advocis | Monthly Update Summer is the perfect time to invest in your professional development. Why you need to help millennials understand life insurance Financially, millennials have a lot on their plates, from paying off student debt and managing day-to-day expenses to buying houses for their growing families. So it’s not surprising that they may be forgetting something else: life …

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Marketing Monthly | August 2017: Selling to the next generation

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In this issue: Transferring the family cottage How to compensate and motivate millennials in sales Here’s what it takes to get a millennial to buy life insurance Why a millennial should have life insurance Transferring the family cottage The family cottage should invoke memories of warm weather, sunshine, and happiness. Unfortunately, for some, estate battles or family fights surrounding the …

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BridgeForce News | July 24, 2017

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HEADLINES Advocis | Monthly Update Summer is the perfect time to invest in your professional development. Why you need to help millennials understand life insurance Financially, millennials have a lot on their plates, from paying off student debt and managing day-to-day expenses to buying houses for their growing families. So it’s not surprising that they may be forgetting something else: life …

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BridgeForce News | July 10, 2017

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HEADLINES Compare yourself to the average bank advisor Think all the big banks are the same? Not so when it comes to advisors, finds Investment Executive in its report card on banks. After analyzing the data, the publication finds “a wide gap in the size of the books that branch-based financial advisors are running, their productivity levels and the compensation …

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Marketing Monthly | July 2017: Saving for Summer Vacation

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In this issue: How to travel Canada this summer, Globe-style 6 really useful things you can do with your TFSA 7 Unforgettable Southern Ontario Road Trips Vacations top list of savings goals How to travel Canada this summer, Globe-style It’s not too late to plan a grand Canadian adventure for your summer vacation. Canada 150 celebrations will be taking across …

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BridgeForce University | 2017 Compliance Meeting Presentations

APEXA APEXA update BridgeForce Financial Compliance regime workshop FSCO FSCO update PIB What’s new in the world of E&O Panel Slides Risk Analysis for Relationship-Based Risks

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