Monthly Archive for: ‘March, 2013’

Foresters Insurance | Earn Double Nassau Conference Credits

We are pleased to announce that ForestersTM Bonus Days are back. During the months of April and May, you can earn double credits1 for our Elite Producer Conference in Nassau in 2014! All Term 10 and 202 business settled between April 1 and May 31, 2013 will earn you DOUBLE the annualized weighted premium3 credit towards Foresters Elite Conference. PLUS …

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CAILBA | Compliance Update (March 31)

In this issue: Canadian Insurance Services Regulatory Organization (“CISRO”) Update CCIR Update Update on AML Issues Standing Senate Committee on Banking, Trade and Commerce FINTRAC Update – New Regulations What to Expect in a FINTRAC Audit What’s New from Insurers IVIC Suitability What’s New from the Securities Arena? What’s New from the US? An Important Reminder from CAILBA Full issue

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Sun Life | NewsFlash (March 28)

In this issue: Get social with Linkedin and SLF on April 17, 2013 Sun Life Global Investments National Road Show: Let’s Fix Income, April 16 to May 13, 2013 From summits to forums, the Strategic Partner Program promotes continued success Remember there is an easier way! Tele-interviewing for life and CII applications Full issue

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RBC Insurance | Economic Compass: Risk Appetite Renaissance

Please see message below from RBC Global Asset Management Chief Economist Eric Lascelles. As earnings growth has slowed, the stock market rally has increasingly relied upon a rising risk appetite. We calculate that risk appetite has finally returned to a neutral stance, and still has room for further moderate improvement. Of the underlying contributors to this action, risk tolerance in …

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RBC Insurance | The Fundamental Series Disability Income Protection

We at RBC Insurance® are pleased to announce the launch of The Fundamental SeriesTM disability income protection plan, an exciting new addition to our living benefits product suite. Read more about it.

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RBC Insurance | Withdrawal of Edge Products for New Sale

Please be advised that the contract between RBC Insurance® and The EdgeTM will be terminating for all new business effective May 1, 2013. Inforce business will continue to be administered by The Edge while claims processing will remain business as usual with RBC Insurance. This change will only affect individual disability and business overhead products currently sold through the Edge. …

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Investment Executive | Spring-clean your office

An organized work space shows clients that you are in control. Try this exercise: the next time you walk into your office, imagine that you’re a prospective client visiting for the first time. What do you notice? Is the space neat and well ordered, or is it cluttered and chaotic? The condition of your workspace tells people a lot about …

Read More | 7 ways to demonstrate your value

When the market soars, some clients think anyone could do your job. When it tanks, they think you stand frozen while charging them a fee to watch their assets shrink. How do you demonstrate your value to clients who can’t see it? These seven strategies will show wary clients they’re getting their money’s worth. Continued…

Read More | Budget boosts charitable tax credits

The industry has had almost a week to digest Budget 2013, which tightened various tax credits. And when it comes to charitable contributions, the Budget proposed some positive changes. Industry experts are applauding the new temporary First-Time Donor’s Super Credit (FDSC). If clients haven’t donated since 2007, the FDSC offers an additional 25% tax credit on top of the federal …

Read More | Corporate-class, ETFs still tax efficient after budget

It’s going to be more difficult to save tax. The 2013 Budget took aim at investments that use derivatives to convert income into capital gains, also known as character conversion transactions. As of March 21, fund managers wouldn’t be able to use forward agreements longer than 180 days to convert interest and dividend income to capital gains. Existing forward agreements …

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