BridgeForce News | August 10 , 2020
COVID-19 Updates
Given the influx of news surrounding the COVID-19 outbreak we are providing our advisors with a singular website to find current updates and protocols.
Is your email secure?
The majority of all email communication we have with advisors, and that you have with your clients, contain personal information which must be safeguarded while in transmission. PIPEDA’s Principle 7 – Safeguards requires that ‘Personal information must be protected by appropriate security relative to the sensitivity of the information’.
We believe TLS (Transport Layer Security, an encryption protocol that protects communications on the Internet) is part of the overall solution to ensuring secure email communication.
Unfortunately, not all email providers or domain hosts have TLS enabled.
BridgeForce Advisors Facebook Group
We know as an advisor it is a difficult yet necessary job to keep up with the demands of social media. This is why we have created a Facebook Group just for you! We will post client-focused content that can easily be shared to your personal or business page. A few samples of what you will find are attached.
How to join:
- Follow this link or search BridgeForce Advisors in groups on Facebook.
- Click Join Group.
- Search through available ads and if one appeals to you just click Share underneath the image.
We will create a couple of new, shareable pieces each week and if you have a topic that you would love to see, please send me an email.
*You have to be an existing BridgeForce Advisor and in good standing to join the group.
Headlines
Most clients should wait to claim CPP payments
Should your client delay claiming their Canada Pension Plan (CPP) payments? A new report commissioned by the Canadian Institute of Actuaries (CIA) and the Society of Actuaries provides insight to help answer that question.
IBM report reveals the staggering cost of a data breach
It can be one of the most toxic incidents to hit a business in the 21st century, but do you know the true cost of a data breach incident? With warnings of cyber attacks on the rise as criminals try to take advantage of the current unusual conditions, a new study reveals that the cost a data breach can make a large dent in a company’s finances.
BridgeForce advisors can save 15% on Life Design Analysis
Start increasing sales and productivity with the power of presentation
Compliance
Desk examination resumption
As indicated on April 23, 2020, FINTRAC understands that due to the ongoing COVID-19 pandemic, reporting entities may still face challenges in fully meeting some of their obligations. In light of this reality, FINTRAC has been reprioritizing its supervisory work, including temporarily deferring desk and onsite examinations over the last few months.
Advisor Education
CE-Now On-Demand from CE-credits.ca
CE-Now is the On-Demand service from CE-credits.ca that is unlike any other on-demand service you have ever seen. No narrated slideshows, and no fake webinars, just video recordings of live events!
CE-Now is the CE solution that you are looking for. You get the convenience of On-Demand, coupled with the choice to select any of the 159 presentations available.
Best of all, you can earn all the CE Credits you need for only $300 per year with the Unlimited CE Plan.
Tech Tips
Cyber Security Best Practices for Advisors
COVID-19-related scams are on the rise. In some cases, cybercriminals are using the Canada Emergency Response Benefit (CERB) or ads for protective gear to lure you into clicking links that could steal from you or lock your information. Protect yourself by understanding how you could be targeted, and take some simple steps to shore up your defences.
Computer Picks
- Microsoft Surface Pro 7 – $1,399
Core i5, 8GB RAM, 128GB SSD, 12.3-inch display + Type Cover - Microsoft Surface Laptop 3 – $1,199 (SALE)
Core i5, 8GB RAM, 128GB SSD, 13.5-inch display - Dell Vostro 13 – $1,019 (SALE)
Core i5, 8GB RAM, 256GB SSD, 13-inch display - Dell Vostro 14 – $999
Core i5, 8GB RAM, 256GB SSD, 14-inch display
Where to Purchase
It is strongly recommended to purchase computers from the Microsoft Store or Dell.
Supplier Company News
Blue Cross
Travel insurance sales reopening
On July 22, we reopened our travel insurance sales to ensure the health and wellness of our clients who may be required to travel outside their province of residence during this time.
BMO Insurance
The BMO Insurance Health Advocate Plan
By combining the strengths of two industry leading providers, Best Doctors®† and Morneau Shepell, BMO Insurance created a comprehensive assistance services package that provides your clients an extensive range of medical counselling and personal assistance services.
Canada Protection Plan
Browsers are changing, so we’re making changes too
Web browsers such as Chrome, Microsoft Edge, Internet Explorer and Safari are making changes that will affect web-based tools.
Cross-sell summer incentive (Jul 6 – Aug 31)
Get MORE from Canada Protection Plan when you combine your client’s Life and Critical Illness application! Every Life application and Critical Illness application settled together on the same client, receive a gift card…
Desjardins
Stay invested and protected form downside
October 2020 Guarantee Advantage campaign features
Empire Life
Insight (August 6)
Staying disciplined as speculation heats up, Dividend Scale Announcement for Empire Life Participating Plans, New and Classic Life Insurance Strategies Using Additional Deposit Option (ADO) Part 2, New Solution 25™ Term Life Insurance, Resuming In-Home Paramedical Services, eSignature Forms Now Available For Non-Face-To-Face Business and more…
Sales Campaign: Summer Fun Contest (Jul 1 – Sep 30)
Equitable Life
Extension for completing EZcomplete insurance applications
Effective July 25, 2020, advisors will have more time to complete and obtain the necessary signatures when submitting Individual Insurance applications on EZcomplete.
Foresters Financial
Membership Matters (August)
Tips for making the perfect loaf of bread, Leaving money to a charity? There can be a few ways to meet your needs, How to spend less on clothes, Nature as medicine: a challenge.
Sales Campaign: The non face-to-face advantage (May 19 – Sep 30)
Foresters Financial is celebrating the addition of Advantage Plus participating whole life insurance and LifeCare2 critical illness insurance to our online non face-to-face process with a very special promotion.
Muskoka Getaway (June 1 – September 18)
Foresters Financial™ would like you and a guest to join us for a relaxing
getaway in beautiful Muskoka from October 2 to 4, 2020.
La Capitale
Sales Campaign: Climb to the top of our charts (Aug 3 – Sep 25)
Record the biggest hit of the summer between August 3rd and September 25th and climb to the top of our charts! This campaign includes life insurance and living benefit sales (issued policies).
A strong management team at your service
Since making the official announcement of the merger of La Capitale and SSQ Insurance on July 3, 2020, we’ve been working very hard on our new organizational structure in order to better meet your needs and those of customer.
SSQ Insurance
A strong management team at your service
Since making the official announcement of the merger of La Capitale and SSQ Insurance on July 3, 2020, we’ve been working very hard on our new organizational structure in order to better meet your needs and those of customer.
Sun Life
Rethink the many options Clients have during tough times
It’s easy for Clients to stumble upon advice about where to park their money. But what about when times are tough and they need to make a withdrawal or decrease contributions?
Be worth finding online
Do you have an online presence? It’s essential that Clients and prospects can find you through a quick Google search. As many as 81% of people conduct research online before they make a purchase decision, and it’s a crucial part of maximizing your business potential
Advisor Best Practices
From brand to Client service, video marketing to Client management, marketing tips and multi-generational Clients, our resources and planning guides cover best practices to grow your business.
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.