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Author Archive for: ‘BRIDGEFORCE™’

Marketing Monthly | March 2017: Key Person / Bull Sell Insurance

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In this issue: Key Person Insurance: Coverage for the Loss or Disability to a Key Employee Using insurance to fund a buy sell agreement is a smart business decision Key person insurance an overlooked opportunity Key person insurance: What is the right amount? Key Person Insurance: Coverage for the Loss or Disability to a Key Employee As its name suggests, …

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BridgeForce News | February 27, 2017

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HEADLINES Equitable Life posts record-breaking results for 2016 Equitable Life of Canada today announced that 2016 was a record-breaking year. The insurer realized earnings of $80 million. Return on policyholders’ equity was 14.8%. Equitable Life said 2016 was marked by “exceptional growth with a new high of $1.1 billion for premiums and deposits and $3.7 billion in assets under administration.” Help …

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Manulife Financial | A New Underwriting Study is Underway

Please be advised that a new underwriting study is underway which serves to enhance our Accelerated Underwriting program in the future. In essence, we will need to order APS’ on 5% of our Accelerated lives in order to monitor any potential anti-selection. The process began last week, and we are generally ordering one APS each day from a case chosen …

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Empire Life | Enhancement to the Business Centre for Bulk Investment Statements

As you know, advisor copies of Investment Statements became 100% paperless since June 2016.  They are now available on the Business Centre. We are very pleased to let you know you are now able to print your statements not only individually but also in bulk! We added this new enhancement to the Business Centre to allow you to benefit from …

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BRIDGEFORCE Compliance | Compliance News (February 2017)

We’ve made a few updates to material on the Compliance section of the BridgForce website. Please review these and make adjustments to your practice as needed. As discussed at several of the recent BridgeForce meetings, carriers and Ontario’s insurance regulator FSCO are actively assessing advisor compliance with these compliance obligations. Two CLHIA Reference Documents have been updated in consultation with …

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BridgeForce News | February 13, 2017

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HEADLINES Impact of the Genetic Testing Bill on the Insurance Industry CALU released a Special Report in January 2017 on a private member’s bill which is currently being considered by the House of Commons. The legislation, if enacted, would prevent insurers from either requiring a genetic test, or requesting the results of an existing genetic test. This could have a …

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Marketing Monthly | February 2017: RRSP

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In this issue: How to make the most of your RRSP this year Gen-X will have to postpone retirement RRSP & living benefit insurance coverage How to make the most of your RRSP this year The Globe and Mail has compiled a treasure trove of RRSP strategies, investment picks and tools and calculators on one convenient page. Everything is here. …

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RRSP & Living Benefit Insurance Coverage

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At first glance, you may not see a relationship between a RRSP and any living benefit product, but there is a very real connection. RRSPs are one of the more important elements of retirement planning and in order for your retirement plan to work; you will need to make consistent ongoing deposits, have a positive return on your investment and …

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Manulife v 15.13.3 | Feb 3, 2017

Software Update 5

Download Manulife v 15.13.3

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SSQ v 6.1 | Jan 24, 2017

Software Update 5

Download SSQ v 6.1

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