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Category Archive for: ‘News Archive’

Canada Life | eBulletin

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Canada–U.S. agreement regarding FATCA Information on updated forms and applications to identify U.S. persons for certain policies and accounts Adjust your business practices for new anti-spam legislation New legislation impacts the electronic messages you send Effective July 1, 2014, Industry Canada is implementing new anti-spam legislation to reduce unwanted electronic communications sent to Canadians. 2014 information folders available June 24 …

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Canada Life | Canadian Anti-Spam Legislation Presentation

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This short presentation will give you an overview of Canada’s Anti-Spam Legislation and explain how it will affect your business. Watch the presentation

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Canada Life | Compliance Program for AML and Terrorism Financing

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User guide for the implementation of an anti-money laundering and anti-terrorist financing Compliance Program Purpose This guideline has been prepared to help you implement your compliance program intended to ensure compliance with your obligations under the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (the “Act”). Continued… Template

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Desjardins Insurance | Solo Disability Insurance: Tax Implications

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These two documents outline tax implications for our SOLO Disability Insurance and will help you determine if your client is eligible for deducted premiums, and what the tax implications might be. This document outlines tax implications by product This document outlines tax implications by target market

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Empire Life | Insight

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Are you on FundSERV? We encourage all our distribution partners to complete their investment processing through FundSERV whenever possible. FundSERV is the industry standard for processing and settling segregated fund transactions. There are also benefits to processing accounts and transactions through FundSERV, including: More transparency, due to consolidated reporting that allows MGAs to create snapshots of business for their advisors. …

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Sun Life | NewsFlash

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Sun Life Financial and anti-spam legislation effective July 1, 2014 Canada’s Anti-Spam Legislation (CASL) is a federal law intended to protect consumers against damaging or unwanted commercial electronic messages (CEMs), as well as identity theft, phishing and spyware. Applications, sales process and the Canada-U.S. Enhanced Tax Information Exchange Agreement and FATCA As mentioned in the June 5 NewsFlash, on July …

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BMO Insurance | New Insurance Life and CI Application Form

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At BMO Insurance, we are committed to improving our New Business process. Our insurance application and client service forms have been re-designed to streamline the form completion process. Revisions have been made to the BMO Insurance Application for Life Insurance and Critical Illness Insurance 126E and Policy Service Request Form 162E.  The attached email captures key improvements, transition rules and the …

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Canada Life | eBulletin

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Multiplan comparison tool now updated An update has been made to the personal Multiplan comparison tool. Keep the extra 10 per cent StartRight disability insurance grad program Premium reduction will no longer be reduced when return-of-premium (50%) rider is included

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Transamerica Life | TransXpress

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The new webCAPPOW is here! From the desk of Sujith Siva – AVP, Compensation and Contracting I am excited to let you know that the new webCAPPOW is now available. This initiative was an extremely collaborative effort involving input from you. This site is designed to be user friendly and help you manage your business effectively. Advisor Rewards Program – …

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Standard Life | Update on FATCA

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On February 5, 2014, Canada signed an inter-government agreement with the United States to comply with FATCA, the Foreign Account Tax Compliance Act. The new legislation becomes effective July 1, 2014. How does this new legislation affect my clients and my business? In accordance with the new legislation, financial institutions in Canada, like Standard Life, are required to enquire as …

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