In this week’s issue:
Individual Insurance
1. Life insurance opportunities in 2016: Decisions to make in 2016 before tax changes in 2017
· Provides an in-depth look at how the new rules will affect the life insurance landscape.
· It highlights time-sensitive policy change opportunities to act on in 2016 and uses graphs and examples to show how policies will work in 2017
2. Term conversion program reminder – Quarterly scans
- Quarterly personalized client lists, which include critical illness insurance term conversion opportunities, get mailed directly to you at the beginning of every quarter.
· We have a number of materials available to help support you in the conversion conversation, including a Term 10 to term 20 conversion calculator and our new Convert term life insurance for long-term planning tool.
3. Illustration software – pending issues and solutions
· Life insurance age and amount table was not updated in the illustration component of Concourse 2.5 during the Nov. 23 reprice.
· Please use the life insurance age and amount table on RepNet and under the Underwriting section of Concourse as that table is correct.
4. Insurance operations update
- Keep cheque processing on time
Wealth
5. HelloLife advertisements continuing into spring 2016