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Category Archive for: ‘News’

BridgeForce News | July 10, 2017

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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 …

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BridgeForce News | June 12, 2017

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HEADLINES Canadians risk family harmony by neglecting estate planning Half of Canadians do not have a will, a new TD survey has found. In addition, 28 per cent of Canadians without a will are between the ages of 53 and 71, and 39 per cent have not discussed estate planning with their children, according to the survey that was released …

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BridgeForce News | May 29, 2017

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HEADLINES Canadians risk family harmony by neglecting estate planning Half of Canadians do not have a will, a new TD survey has found. In addition, 28 per cent of Canadians without a will are between the ages of 53 and 71, and 39 per cent have not discussed estate planning with their children, according to the survey that was released …

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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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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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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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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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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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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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BridgeForce News | January 23, 2017

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HEADLINES Don’t get sued: Choose the right clients Ask key questions to prospects to screen for good clients. There are many ways advisors can stay out of court and avert regulatory attention, but scrutinizing your prospective clients carefully to avoid picking the wrong clients will help you reduce your chances of getting sued. Here is an example of how this …

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