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Category Archive for: ‘News Archive’

Compliance | Advisors Must Send LIRD (Copy) to Existing Insurer

Full article …The agent and applicant must sign both the LIRD and the written explanation to confirm receipt of the documents. If the applicant is not the life insured under the policy, the agent must obtain the insured person’s signature on a copy of the written explanation to confirm receipt. The agent is required to send copies of the signed …

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Foresters | Join Our Community Panel

  Thank you for considering Foresters Community Panel! Your feedback will help us create new member benefits and develop activities to improve your local communities. As a Foresters Community Panel member you will: – Have the opportunity to be entered into draws for cash prizes – Be contacted by email to share your opinions, insights, and experiences – Help shape …

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Empire Life | Insight Newsletter (March 5, 2012)

In this issue: – Protecting customer privacy – Changes to Trilogy and Solution level cost of insurance plans – Envision 9.1 download: What’s new? – Class year-end statements update – What will your clients do with their refunds? – Tax Season 2011: Being a non-resident changes a lot! – British Columbia Life Insurance Replacement Declaration Revised Click here for the …

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Sun Life | NEWSFlash (March 1, 2012)

In this issue: – Sun Life Mobile app – new and unique value for PHI and HCC (March 1, 2012) – Client testimonials to help you promote Best Doctors® services (March 1, 2012) – Sun CII for children: updated marketing materials to start the discussion (March 1, 2012) – Sun Life Canadian Unretirement™ Index confirms changing needs, growing opportunities (March …

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Transamerica | TransXpress (February 28, 2012)

In this issue: – Uncovering an untapped market – How about a UL policy that protects your clients while they’re living? – Important information for 2012 RSP Season – updated tax slip mailing schedule – Online fillable applications and forms — NEW! – TransXpress schedule change to every two weeks Click here for the full issue.

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Compliance | Fronting

Definition: Recently, a few insurance companies have sent out notifications regarding the termination of a contracted advisor with unacceptable broker activity. This raises a topic which is seldom discussed but an important part of advisor best practices. Fronting, as defined below could result in the immediate termination of an advisors license. There are two kinds of Fronting:

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Compliance | Life Insurance Replacement Declaration

Ontario’s new Life Insurance Replacement Declaration (LIRD) will replace the old obsolete Life Insurance Disclosure Form as of April 1, 2011 with implementation of amendments to Regulation 674. Please ensure that you review these requirements with your administrators and marketing assistants. The new Replacement Declaration is intended to address the issues being experienced with the growing complexity of life insurance …

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