Archives

Category Archive for: ‘BRIDGEFORCE™’

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

Marketing Monthly | July 2017: Saving for Summer Vacation

Mm 1707 Header

In this issue: How to travel Canada this summer, Globe-style 6 really useful things you can do with your TFSA 7 Unforgettable Southern Ontario Road Trips Vacations top list of savings goals How to travel Canada this summer, Globe-style It’s not too late to plan a grand Canadian adventure for your summer vacation. Canada 150 celebrations will be taking across …

Read More

BridgeForce University | 2017 Compliance Meeting Presentations

APEXA APEXA update BridgeForce Financial Compliance regime workshop FSCO FSCO update PIB What’s new in the world of E&O Panel Slides Risk Analysis for Relationship-Based Risks

Read More

BridgeForce News | June 12, 2017

Newsletter Header Revised

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 …

Read More

Marketing Monthly | June 2017: Marriage & Money

Mm 1706 Header

In this issue: Marriage and Life Insurance: 13 Things You Need to Know after You Say “I Do” Getting married Money and Marriage: How Getting Married Changes Your Finances Want to save money (and your marriage)? Ditch the expensive wedding Marriage and Life Insurance: 13 Things You Need to Know after You Say “I Do” There are many articles about …

Read More

BridgeForce News | May 29, 2017

Newsletter Header Revised 2

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 …

Read More

BridgeForce News | May 8, 2017

Newsletter Header Revised 1

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 …

Read More

Marketing Monthly | May 2017: Purchasing a new home – Mortgage vs Life Insurance

Mm 1704 Header

In this issue: Protect more than your family’s mortgage. Protect their future. Your offer was accepted. What now? Why I won’t sell mortgage insurance Toronto housing market frenzy may be subsiding Protect more than your family’s mortgage. Protect their future. Your lending institution offers mortgage insurance. But why settle for an insurance product that does just one thing? When it …

Read More

Page 3 of 14«12345»10...Last »