Archives

Category Archive for: ‘BRIDGEFORCE™’

BridgeForce News | September 25, 2017

Newsletter Header Revised 1

HEADLINES Proposed changes to the taxation of private corporations BridgeForce has been following the Liberal Government’s tax initiative outlined below in a recent Advocis email sent to its members. We believe the time has now come to initiate the action of all BridgeForce Brokers by calling, writing / emailing and visiting your local MP indicating that you are not in …

Read More

BRIDGEFORCE | Proposed changes to the taxation of private corporations

BridgeForce has been following the Liberal Government’s tax initiative outlined below in a recent Advocis email sent to its members. We believe the time has now come to initiate the action of all BridgeForce Brokers by calling, writing / emailing and visiting your local MP indicating that you are not in favor of the proposed legislation. It affects not only you, if incorporated, …

Read More

BridgeForce News | September 11, 2017

Newsletter Header Revised

HEADLINES Manulife to hike pricing of level cost universal life products Manulife has announced it will be increasing the price of its level cost universal life insurance products effective Sept. 23. For the limited pay category, level cost of insurance (COI) pricing will rise from zero to 25 per cent on single life policies and zero to 50 per cent on …

Read More

Marketing Monthly | September 2017: The RESP

Mm 1709 Header

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 …

Read More

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 …

Read More

BridgeForce News | August 28, 2017

Newsletter Header Revised 1

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 …

Read More

BridgeForce News | August 14, 2017

Newsletter Header Revised

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 …

Read More

Marketing Monthly | August 2017: Selling to the next generation

Mm 1708 Header

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 …

Read More

BridgeForce News | July 24, 2017

Newsletter Header Revised 1

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 …

Read More

BridgeForce News | July 10, 2017

Newsletter Header Revised

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 …

Read More

Page 1 of 1212345»10...Last »