News Articles

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

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BridgeForce News | June 12, 2017

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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 …

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Marketing Monthly | June 2017: Marriage & Money

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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 …

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Tech Tips | Device Picks (Spring 2017)

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We made it. Winter is finished. Not that it was a particularly bad winter, it’s just nice to be done. Now it’s onto warm temperatures, sunny skies and patio beers! Oh, and I’ve also got a few new device recommendations but none of them are as exciting as patio beers. Not much is, actually. Hmm… Come to think of it, …

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BridgeForce News | May 29, 2017

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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 …

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BridgeForce News | May 8, 2017

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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 …

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

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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 …

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BridgeForce News | April 17, 2017

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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 …

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Marketing Monthly | April 2017: Tax & Estate Planning

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In this issue: Did you have medical expenses? You may be able to claim them on your income tax and benefit return Employee benefits: Taxable or not? Did you have medical expenses? You may be able to claim them on your income tax and benefit return You can reduce the amount of federal tax you pay by claiming a non-refundable …

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BRIDGEFORCE Compliance | Compliance News (April 2017)

Updating the advisor disclosure template Replacement disclosure reminders Updating the advisor disclosure template When a consumer is considering the purchase of a life or health insurance product, it is important that they have good information about the product, how it meets their needs, the company offering the product, and the advisor and the advisor’s business relationships. Your disclosure document focuses …

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