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In this week’s issue: 

Individual Insurance 

1.    A practical view of the exempt test changes

·         New tax and planning article available on RepNet under  Products & tools > Estate & tax planning > Tax & planning articles > Life Insurance

·         This article looks at what’s changing and how it will impact life insurance policies.

2.    Exception processes end as service standards return to normal

We’ve improved the time service for life and critical illness insurance and we’re consistently approaching pre-New Business Now levels. As a result, the following
temporary processes implemented during the past year are no longer required.

3.    Web application enhancements – Feb. 29

·         We’ve made enhancements to the web application starting the week of Feb. 29.

·         Updates include layout and wording changes to the Acknowledgement of Policy Received (AOPR) and the addition of an email for rider status updates.

 Wealth 

4.      New Wealth Management Operations updates

·         Recent changes within the Wealth Management team