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Category Archive for: ‘BRIDGEFORCE™’

BRIDGEFORCE | Compliance News (April 2013 Issue #4)

FINTRAC requires that every reasonable effort is made by Life Insurance Companies, MGA’s and brokers to obtain information and keep records related to: Third party determination Politically exposed foreign person (“PEFP”) determination Beneficial ownership information for corporations and other entities Not-for-profit information Insurance companies are required to obtain this information however, it has come to our attention that some applications …

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Foresters Insurance | The Big Easy top 7

The exclusive Big Easy Incentive is now in full swing. Foresters and BridgeForce are proud to offer you the opportunity to join us in the beautiful city of New Orleans from August 25 to 29, 2013. To qualify, you must be one of the top 7 BridgeForce Brokers with a minimum of $30,000 total settled premium1. This incentive runs from January …

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BRIDGEFORCE | 2013 Professional Development Days

Our BIGGEST and BEST education days of the year. Hear from the TOP INSURANCE COMPANIES, LEARN from the LEADERS IN THE INDUSTRY and receive VALUABLE INFORMATION on how to GROW YOUR BUSINESS. Speakers Brian Thwaits | Brain Trainer As an engaging and entertaining “brain trainer”, Brain’s session taps into the latest brain research and learning theories to help advisors use …

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BRIDGEFORCE | 16th Annual Charity Golf Invitational

Announcing the 16th Annual BridgeForce Charity Golf Invitational on Thursday, June 13th, 2013 at the Victoria Park East Golf Club in Guelph. All proceeds from this event will be donated to the Make-A-Wish Foundation® in support of both the Southwestern Ontario and Toronto & Central Ontario chapters. BridgeForce is proud to announce we have adopted two children’s wishes: Melissa is …

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Sun Life | Strategic Partner Program

Information package on Sun Life Financial’s Strategic Partners Program of 2013.

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BRIDGEFORCE | Compliance News (March 2013 Issue #3)

As an independent advisor, you are required to have an Anti-money Laundering (AML) compliance regime. Recently, advisors and MGAs have been examined by FINTRAC (Financial Transactions and Reports Analysis Centre of Canada), to determine their compliance with The Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA) and its regulations. In order to assist you in this process BridgeForce …

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BRIDGEFORCE | 2013 Compliance Day: Invite & Agenda

Is your practice operating at a compliant level? What if FINTRAC were to knock on your door right now? Don’t wait until it’s too late. Start 2013 off in a compliant state of mind. Hear from compliance experts from the following companies: Advocis BMO Insurance Canada Life Empire Life Foresters Insurance Manulife Financial Sun Life Don’t miss this opportunity to …

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Foresters Insurance | Exclusive Big Easy Incentive

Incentive period: January 1 to July 26, 2013 Foresters and BridgeForce have joined forces to launch an exclusive Big Easy Incentive. We would like you to join us from August 25 to 29, 2013 in the beautiful city of New Orleans. You’ll stay in the heart of The Big Easy at the luxurious Royal Sonesta Hotel and dine at some of …

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BRIDGEFORCE | 2013 RRSP Roadshow

Join industry experts as they discuss the economy: past, present and future. Get the tips you need in order to help ease the fears of your clients. Start the New Year off with us and make this year your most successful RRSP season yet. We look forward to seeing you at our RRSP Roadshow. South Western Ontario When: January 18, …

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Foresters Insurance | Join us in New Orleans in 2013

Foresters has partnered with BridgeForce to give you an incredible opportunity to join us in the beautiful city of New Orleans from August 25 to 29, 2013. You’ll stay in the heart of The Big Easy at the luxurious Royal Sonesta Hotel and dine at some of the city’s most prestigious restaurants. This exciting incentive will run from January 1 …

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