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Category Archive for: ‘BRIDGEFORCE™’

BridgeForce News | April 9, 2018

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HEADLINES You acquired a book of business. What now? Most advisors acquire books of business from other advisors without having had the opportunity to review the quality and the risks arising out of the book. So, what should you do, and in what order, to minimize those risks? Here are four steps you should follow… Help your clients avoid a …

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Marketing Monthly | Canadian Taxes

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In this issue: With fewer tax breaks for child-care, what’s left for Canadian parents? Top questions the CRA gets at tax time Eight things to remember at tax time What the U.S. Tax Cuts and Jobs Act of 2018 means to Canadian and U.S. citizens Insurance planning opportunities in light of new tax measures SimpleTax: 2018 Canadian Income Tax Calculator …

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BridgeForce News | March 12, 2018

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HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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Marketing Monthly | March 2018: Unexpected windfall dos and don’ts

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In this issue: Sudden wealth – how not to blow it 4 important steps to protect your sudden wealth 10 ideas on what to do with your tax refund this year The 4 things you should never do with your tax refund Sudden wealth – How not to blow it Cash windfalls are a nice problem to have. They can …

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BridgeForce News | February 26, 2018

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HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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BridgeForce News | February 12, 2018

Newsletter Header Revised

HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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BridgeForce University | 2018 Compliance Meeting

You’re invited to the 2018 Compliance Meeting. With regulators and carriers taking a much more active role in auditing, a compliant practice has never been more a priority. And the risks of not being ‘in compliance’ have never been greater. Can you describe and demonstrate the steps of your needs-based sales process? Have you implemented a letter of engagement? Are you meeting the …

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Marketing Monthly | February 2018: RRSP’s

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In this issue: 65% of Canadians are saving for retirement RRSP Savings calculator 2018 Personal tax calendar 65% of Canadians are saving for retirement Almost two-thirds of Canadian households are saving for retirement, census data show, despite a national household savings rate that fell to 4.6 per cent in the second quarter of this year. Of 14 million households, 65.2 …

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BridgeForce News | January 29, 2018

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HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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BridgeForce News | January 15, 2018

Newsletter Header Revised

HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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