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Wed Oct 07, 2015 - 11:11am GMT

Start your term life insurance protection conversations this fall by talking with clients about receiving one month of free premium!*
Do you have potential or existing clients who are newly married, new home owners, or just starting their careers and might have a tight budget? Are they also looking for a plan with flexibility down the road? SunTerm 10 with Renewal protection benefit combines the affordability your clients want now with the flexibility they need in the future.

Wed Oct 07, 2015 - 9:59am GMT

As a result of amendments to the British Columbia Pension Benefits Standards Regulations which came into effect on September 30th, Franklin Templeton has initiated the transfer of client-held British Columbia LRSP accounts to new client-held LIRA accounts. 

Tue Sep 29, 2015 - 6:31pm GMT

Have you registered for the Fall Pro. D. Day...click here

Mon Sep 28, 2015 - 8:33pm GMT

Ahead of the Federal Election on October 19, Advocis asked the three main political parties three key questions:

  • Does your party favour continuing bank in-branch retailing of insurance restrictions?
  • What is your party’s overall position on pension and retirement income reform?
  • Does your party support pension reforms that would incorporate the ability of Canadians to access professional financial advice in order to make informed decisions about their retirement needs?
Mon Sep 28, 2015 - 8:13pm GMT

Desjardins Insurance clients will soon receive a flyer called “It’s important to keep your insurance portfolio up-to-date” as an insert in their next statement.

This helpful information sheet highlights the importance of keeping information up to date and urges the client to contact their advisor whenever their personal or professional situation changes. Having the most current information on file will greatly help to avoid delays and other unforeseen issues in case of a claim.

View the flyer here. This would be a great opportunity to touch base with your clients to ensure their information is up to date.