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Monthly Archive for: ‘June, 2013’

Desjardins | Upcoming Changes to Permanent Life Insurance Rates

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Effective July 11, 2013 Desjardins Insurance will announce increasing Guaranteed Cash Values in order to remain a market leader. Also, because of the continuing economic environment, we are increasing premium rates on permanent life insurance coverages. Continued…

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BMO Insurance | Using the Premium Matchmaker

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Using the Premium Matchmaker After completing a needs analysis for your clients, you may be faced with presenting suitable options based on the type of coverage they need or their budget. With the Premium Matchmaker, you can do away with reams of paper and show your clients up to three options – all on one page! Here’s all it takes: Step …

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Canada Protection Plan | Product Enhancements

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On Tuesday, July 2, 2013 Canada Protection Plan will be introducing its enhanced products. If you have not already received our updated Application forms, Rate Sheet, Product and Underwriting Guide, and marketing materials by mail,they are also available online: Download now And don’t forget to download and install Canada Protection Plan’s updated  Illustration software. Applications dated prior to July 2, 2013 will be accepted until July 15, …

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RBC Insurance | NewLink Distribution Satisfaction Survey

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We continually solicit feedback from you and your staff on a range of topics and one of the key tools we use to assess our service capability is the NewLink Distribution Satisfaction Survey. The Distribution Service Satisfaction Survey from the NewLink Group is now in its 7th year, and this comprehensive industry survey focuses on the service that you receive …

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Empire Life | Insight

Envision 9.4 Envision 9.4 will be available for download from our Advisor site on Thursday, June 27. Here are a few highlights: Hybrid Solution 100 added Export to Excel function fixed for Solution Series products Envision Illustrator now compatible with Windows 8 Information Circular 2013-16: Premium re-rate for APPL 2 We are now approaching a re-rate point for the APPL …

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RBC Insurance | Clarification of “Eligible Prior Coverage” for Medical Associations

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We at RBC Insurance® would like to take this opportunity to clarify what we consider to be “eligible prior coverage” for medical associations and how it will apply to the pre-existing condition amendment. Read more about it.

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B2B Bank | Quick approval and great rates on 100% $100,000 investment loans

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A quick reminder, that with the B2B Bank 100% $100,000 investment loan, less paperwork combined with fast funding makes executing your client’s financial plan easier. We finance 100% of the investment and there are fewer client documents; which means that you get your deals done faster. With rates as low as 3.75%, investment loans are a simple option for building …

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Canada Life | eBulletin

Canada Life announces new fixed income options and U.S. dividend fund New funds added to Canada Life’s fund lineup 2013 information folders available July 8 New information folders available from supply – week of July 8 Updated Corporate estate transfer sales strategy Updated sales strategy now available Error in previous version. Error now corrected. Conservative, purposeful, market leader: Canada Life …

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Transamerica Life | TransXpress

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LifeScripter – now with more flexibility to uncover your client’s needs The newly enhanced LifeScripter® insurance calculator tool is ready for downloading. Now with the addition of seven advisor-requested features, LifeScripter is more flexible than ever. Introducing LifeView 10.2 We’ve updated the Transamerica corporate flyer And we’ve got some good news Distribution Service Satisfaction Survey 2013 A survey is being …

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Transamerica Life | v 10.2 (June 27, 2013)

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Version: 10.2 Release Date: June 27, 2013 Download Link: Illustration Software v 10.2

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