Building and preserving wealth together.

1-800-561-1177

eBulletin: November 7, 2017
Printer-friendly versionPrinter-friendly versionPDF versionPDF version

  1. Rates changing Nov. 20 for disability and critical illness insurance
  1.  
    • Effective Nov. 20 your living benefits software is changing
    • For disability insurance a number of rates are changing for Lifestyle Protection Plan
    • Critical illness insurance rates on adult plans are increasing while child rates remain unchanged
    • Advisor guide updates and minor illustration software fixes
  2. Computer security safeguards: protecting client information
    • Antivirus protection, drive encryption, firewall protection and strong passwords help secure your hardware
    • Protection and security of client information is a top priority
  3. New: updated segregated fund information folders available
    • Updated segregated fund information folders available starting Oct. 23
    • New: clients can access their folders online
Print stock available to order