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BridgeForce News | May 8, 2017

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HEADLINES APEXA expected to launch in May After running into some snags, APEXA, the much talked-about contract and compliance platform, has been given a new start date of the first half of May. “We’re going to be connecting the industry,” Tonya Blackmore, CEO of APEXA, told the Canadian Life Insurance EDI Standards (CLIEDIS) annual seminar in April. Federal Budget 2017 …

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Marketing Monthly | May 2017: Purchasing a new home – Mortgage vs Life Insurance

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In this issue: Protect more than your family’s mortgage. Protect their future. Your offer was accepted. What now? Why I won’t sell mortgage insurance Toronto housing market frenzy may be subsiding Protect more than your family’s mortgage. Protect their future. Your lending institution offers mortgage insurance. But why settle for an insurance product that does just one thing? When it …

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BridgeForce News | April 17, 2017

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HEADLINES APEXA expected to launch in May After running into some snags, APEXA, the much talked-about contract and compliance platform, has been given a new start date of the first half of May. “We’re going to be connecting the industry,” Tonya Blackmore, CEO of APEXA, told the Canadian Life Insurance EDI Standards (CLIEDIS) annual seminar in April. Federal Budget 2017 …

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Marketing Monthly | April 2017: Tax & Estate Planning

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In this issue: Did you have medical expenses? You may be able to claim them on your income tax and benefit return Employee benefits: Taxable or not? Did you have medical expenses? You may be able to claim them on your income tax and benefit return You can reduce the amount of federal tax you pay by claiming a non-refundable …

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BRIDGEFORCE Compliance | Compliance News (April 2017)

Updating the advisor disclosure template Replacement disclosure reminders Updating the advisor disclosure template When a consumer is considering the purchase of a life or health insurance product, it is important that they have good information about the product, how it meets their needs, the company offering the product, and the advisor and the advisor’s business relationships. Your disclosure document focuses …

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BridgeForce News | March 27, 2017

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HEADLINES Federal Budget 2017 A year to the day after delivering his first budget, Finance Minister Morneau tabled his second budget (“Budget 2017”), which is entitled “Building a Strong Middle Class.” This budget has been influenced by a number of political, financial and economic events: the threat of increasing federal deficits; the need to stimulate job growth and innovation; supporting …

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Manulife Financial | New procedure for policy conversions and policy splits

We’re writing to share important information about a new procedure we’ve put in place to comply with the Proceeds of Crime (Money Laundering) and Terrorist Financing legislation. The legislation requires us to know our clients, and to maintain sufficient records and evidence in our files to confirm their identity. What you need to know We are legally required to identify …

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BridgeForce News | March 13, 2017

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HEADLINES Help clients avoid identity theft Having your identity stolen can be a painful and time-consuming experience. Identity theft, the deceptive use of the identity information of someone else, living or dead, to commit various fraudulent acts, is the fastest-growing crime in North America, and your clients could be vulnerable. COMPLIANCE Advisor groups fight potential ban on embedded commissions Advocis …

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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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