News Articles

BridgeForce News | February 12, 2018

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HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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BridgeForce University | 2018 Compliance Meeting

You’re invited to the 2018 Compliance Meeting. With regulators and carriers taking a much more active role in auditing, a compliant practice has never been more a priority. And the risks of not being ‘in compliance’ have never been greater. Can you describe and demonstrate the steps of your needs-based sales process? Have you implemented a letter of engagement? Are you meeting the …

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Marketing Monthly | February 2018: RRSP’s

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In this issue: 65% of Canadians are saving for retirement RRSP Savings calculator 2018 Personal tax calendar 65% of Canadians are saving for retirement Almost two-thirds of Canadian households are saving for retirement, census data show, despite a national household savings rate that fell to 4.6 per cent in the second quarter of this year. Of 14 million households, 65.2 …

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BridgeForce News | January 29, 2018

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HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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BridgeForce News | January 15, 2018

Newsletter Header Revised

HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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Manulife Financial | Change in segregated fund processing for former Standard Life products

It’s important that your advisors are aware that as part of the former Standard Life Segregated Fund integration, some processes for segregated fund products from the former Standard Life have changed. Changes were made to bring alignment (where possible) to all segregated fund products so there’s one consistent process to follow. To communicate with your advisors, a related article, Change …

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Manulife Financial | Increase to interest rates on debit commission balances

Following the 2017 increase in the prime rate at the Bank of Canada, Manulife has increased the interest rate percentage charged on outstanding commission debt balances. Starting January 1, 2018, the interest rate for outstanding advisor debts will increase from 4.07 per cent to 5.2 per cent annually. If an advisor is currently in a debit position, the change will …

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Marketing Monthly | January 2018: TFSA

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In this issue: CRA confirms TFSA limit for 2018 TFSA or RRSP? Try these five tests The Wealthy Barber explains: TFSA or RRSP? CRA confirms TFSA limit for 2018 The TFSA contribution limit for 2018 will remain $5,500. The indexation adjustment for personal income tax and benefit amounts is 1.5% for 2018, which is not enough to raise the TFSA …

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BridgeForce News | December 11, 2017

Newsletter Header Revised

HEADLINES Help your clients avoid a common market danger When Ian Hardacre from Empire Life is articulating what he believes to be the best approach in the current market environment, there is one word that keeps coming up: caution. Political uncertainty continues to dominate the news agenda, valuations continue to rise and rates remain low. Yet, despite all of the …

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Marketing Monthly | December 2017: Holiday Spending

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In this issue: 2017 Canadian holiday outlook 5 Budgeting Tips for the Holidays Objects versus experiences: which make the better gift? Looking to give back this season? Check out these charitable gift guides 2017 Canadian holiday outlook The holiday season is almost upon us, bringing with it lots of shopping but also a host of interesting trends. Where and when …

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