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Category Archive for: ‘BRIDGEFORCE™’

RRSP & Living Benefit Insurance Coverage

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At first glance, you may not see a relationship between a RRSP and any living benefit product, but there is a very real connection. RRSPs are one of the more important elements of retirement planning and in order for your retirement plan to work; you will need to make consistent ongoing deposits, have a positive return on your investment and …

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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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BridgeForce News | January 9, 2017

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HEADLINES Where is the investment industry heading in 2017? At the Empire Club’s recent Annual Investment Outlook 2017, Ian Russell, President and CEO, the Investment Industry Association of Canada (IIAC) revealed the results of IIAC’s latest survey of investment CEOs. Conducted from November 3 to November 25 last year, the survey coincided with the election result south of the border …

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BridgeForce News | December 27, 2016

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HEADLINES CLHIA reaching out to boomers and millennials with specialist platforms The Canadian Life and Health Insurance Association (CLHIA) is making efforts to reach out to both sides of the generational divide. Earlier this year it launched its ‘Retiring Soon?’ resource for those entering their twilight years. Last month, marking Financial Literacy Month, it started the No Time Like Now …

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BridgeForce News | December 12, 2016

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HEADLINES Valuable offers to our advisors from Advocis Advocis works diligently to promote and advance the profession. The financial support gained through membership fees, in combination with the strength of a growing membership network, allows Advocis to meet with regulators and government officials to ensure the voice of financial advisors remains influential. Whether you’re brand new in the industry or …

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Tech Tips | Microsoft’s 12 Days of Deals

A Christmas Gift

On December 5, 2016, The Microsoft Store is starting their annual promotion “12 Days of Deals”. Each day will have a different deal on a different product and this year there are some pretty interesting promotions. But you’ll have to act quick as each deal only lasts that one day that it’s on or while supplies last. Check out the …

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Marketing Monthly | December 2016: Charitable Giving

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In this issue: Charitable giving using life insurance Donate life insurance, save tax Manulife Financial | Charitable giving with life insurance Charitable giving Charity Navigator Charitable giving using life insurance Most often when we donate money to charities, we do it in the form of a direct contribution. Typically, someone knocks on your door or solicits you through the phone. …

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Charitable Giving

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Understanding what motivates our clients to make charitable giving a part of their financial plan, is be a good first step in our recognizing the overall needs of our clients. The Seven Faces of Philanthropy by R.A. Prince and K.M. File offers up some common identifiers on what motivates these different types of donors. Here is the basic list of …

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BridgeForce News | November 28, 2016

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HEADLINES Valuable offers to our advisors from Advocis Advocis works diligently to promote and advance the profession. The financial support gained through membership fees, in combination with the strength of a growing membership network, allows Advocis to meet with regulators and government officials to ensure the voice of financial advisors remains influential. Whether you’re brand new in the industry or …

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