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Category Archive for: ‘BRIDGEFORCE™’

BridgeForce News | February 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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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

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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 | January 2018: TFSA

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In this issue: CRA confirms TFSA limit for 2018 TFSA or RRSP? Try these five tests The Wealthy Barber explains: TFSA or RRSP? CRA confirms TFSA limit for 2018 The TFSA contribution limit for 2018 will remain $5,500. The indexation adjustment for personal income tax and benefit amounts is 1.5% for 2018, which is not enough to raise the TFSA …

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BridgeForce News | December 11, 2017

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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Marketing Monthly | December 2017: Holiday Spending

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In this issue: 2017 Canadian holiday outlook 5 Budgeting Tips for the Holidays Objects versus experiences: which make the better gift? Looking to give back this season? Check out these charitable gift guides 2017 Canadian holiday outlook The holiday season is almost upon us, bringing with it lots of shopping but also a host of interesting trends. Where and when …

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BridgeForce News | November 27, 2017

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HEADLINES AI cannot replace human advisors Despite the recent proliferation of digital asset-allocation services (a.k.a. robo-advisors), they pose little threat to human financial advisors. These services use artificial intelligence (AI) to choose investment portfolios for investors based on a series of answers to an online questionnaire. However, this approach can never replace what real advisors actually do. Here are some …

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BridgeForce News | November 13, 2017

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HEADLINES How the proposed tax changes will impact Canadian farmers We’re sure many of you are aware of the federal government’s proposed tax changes released July 18, 2017, commonly referred to as the proposals. Regardless of how these changes have been communicated, the proposals will have a significant impact on tax planning for all business owners, including farmers and other …

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