BridgeForce News | October 10, 2017
HEADLINES
Proposed changes to the taxation of private corporations
BridgeForce has been following the Liberal Government’s tax initiative outlined below in a recent Advocis email sent to its members. We believe the time has now come to initiate the action of all BridgeForce Brokers by calling, writing / emailing and visiting your local MP indicating that you are not in favor of the proposed legislation. It affects not only you, if incorporated, but many of your small business and professional clients negatively.
Federal tax proposals will harm vast majority of small businesses, CFIB survey says
Ninety-five per cent of tax professionals and small business owners say the proposed federal tax changes will hurt middle-class business owners and their families, according to a survey conducted by the Canadian Federation of Independent Business (CFIB).
COMPLIANCE
New CE Compliance Tool
CE-Tracker is a free online CE tracking service that you can use to easily track your CE requirements, and the CE credits you have earned to date – for all Life Licenses, Mutual Fund Licenses, and designations you may hold.
Regulators agree to share conduct information
The Financial Consumer Agency of Canada (FCAC) and the Investment Industry Regulatory Organization of Canada (IIROC) announced this week that they have signed a Memorandum of Understanding under which they have agreed to exchange conduct information.
BridgeForce Compliance News (August 2017)
Canada Life updated compliance program templates for privacy and AML, with CE credits available, BridgeForce privacy statement & customer consent updated to cover third party service providers.
SUPPLIER COMPANY NEWS
BMO Insurance
BMO Smart App is now ready
With the collaborative efforts across departments and business units, we successfully launched BMO Smart App. A big round of applause to everyone involved in this project. Without your contribution, we can never make this great leap in our digitalization journey!
Desjardins Insurance
Webinar: Jet into DSign with fall highlights (Oct 11 – Dec 5)
Join us and learn more about the services and tools we offer for quick and easy sales! Jet into DSign and end the year with us by learning about all the great changes we made this year with an outlook into 2018.
Empire Life
Insight
Launch of Empire Life Class Plus 3.0 and closure of Class Plus 2.1, Advisors can save time and earn $50 with eContract Delivery, Replay of Seven Sins of Succession Triipss Webinar, Compliance Requirements for Advisors Contracting with Empire Life, Fast & Full Investment Application Limited Time Offer.
Equitable Life
Competitive Edge
How’s our service survey, Equitable Life of Canada announces A rating from DBRS, If critical illness insurance isn’t on your radar,
it should be, Evidence now good for 12 months on CI.
Sales Campaign: Battle of the apps (Sep 1 – Nov 30)
Battle of the apps (Electronic vs paper). Each settled electronic app will receive a $25 Amazon gift card and each settled paper app will receive a $10 Amazon gift card.
Foresters Insurance
A.M. Best Reaffirms Ratings
A.M. Best Company has affirmed an “A” (Excellent)¹ rating for The Independent Order of Foresters – for the 17th consecutive year! We share our strength with our members – keep your clients informed with this helpful proof point.
Sales Promotion: Earn double credits (Sep 1 – Oct 31)
Foresters Financial™ is giving you an incredible opportunity to fast-track your qualification for our 2018 conference in beautiful Montego Bay, Jamaica. You’ll earn double conference credits1 for all your Foresters insurance business written and settled between September 1 and October 31, 2017.
ivari
Introducing a new way to view and share marketing materials
We have an exciting new marketing mobile app for advisors that’s going to help you start the conversation with your clients! Check out the newest way for you to view, and share, marketing materials from ivari.
Meeting: Starting a new conversation (Oct 23 – Nov 1)
It’s been two years since we officially became ivari and invited you and your clients to join us in starting a fresh, new conversation about insurance. We’re continuing that conversation and have a new Deputy CEO to introduce, as well as new information and ideas to help you build your business! Registration: Ottawa | October 23, London | October 31, Toronto | November 1
La Capitale
Sales Campaign: Invitation for the La Capitale Hockey event (Sep 11 – Nov 10)
Are you ready to catch the opening faceoff with La Capitale? Your volume of sales of La Capitale insurance and financial services products could earn you a seat at the Toronto Maple Leafs vs. Washington Capitals game on November 25, 2017.
RBC Insurance
2018 Student savings program
The RBC Insurance® 2018 Student Savings Program, including the Medical Student Offer and the recently announced Engineering Student Offer is available from October 1, 2017 to September 30, 2018.
More RBC Payout Annuity compensation for you
Great news! We’re excited to share that we are offering enhanced advisor compensation on all settled RBC Payout Annuity (POA) business from September 12 until December 31, 2017!
SSQ Financial
SSQ Newsletter (September)
SSQ’s secret to success: Manager selection, Term Exchange Program, Last chance to take advantage of our generous SSQ Merit Plan.
Sun Life
NewsFlash
Protection for today and tomorrow: updated Sun CII and lower SunTerm rates are now available, Client letters outline new Saskatchewan provincial sales tax and what it means to them, A non-medical can only be replaced by a tele-interview.
Information and links to other websites contained in this document are solely for the information and convenience of BridgeForce Financial Group brokers. This information is not intended to provide financial, legal, accounting or tax advice and should not be relied upon in that regard. No endorsement of any third party products, services or information is expressed or implied by any information, material or content referred to, included in, or linked from this bulletin. The approved materials are the property of individual companies used under license and may not be copied, transmitted or used without express written approval. E. & O.E.