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 >
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