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So far Torce has created 27 blog entries.

Empire Life – Enhancements to Fast & Full Investment Application

2017-11-10T21:33:43+00:00November 1st, 2017|

Now available:  Non-Face-to-Face for Non-Reg Accounts.  Use the Non-Face-to-Face Sales option for Non-Registered contracts via the TransUnion Verification of Client Identity process.  Go Back Button.  Edit previously entered client and deposit information before the application is submitted to Docusign. Empire Life is also recognizing advisors with a $50 bonus on their first Fast & Full Investment [...]

IA – 2018 RRSP Roadshow

2017-11-01T14:54:05+00:00November 1st, 2017|

To Associates:    Please register directly for the IA 2018 RRSP Roadshow through the 'Register' links below.  Click on the location you wish to attend (i.e. Register - Toronto).  The Register buttons will redirect you to another website where you can fill in your personal information and register. ​   Ontario Locations   Barrie | November 20, 2017 8:30-11:00am The [...]

Sun Life – Latest Enhancements to Sun Life Illustrations Tool (Web Version)

2017-11-01T14:39:53+00:00November 1st, 2017|

Starting October 30, 2017, new sales features and enhanced functionality options will be available in the web version of Sun Life Illustrations v4.0.1.  There will be new multi-illustration capabilities and compare features.   Please see below for a detailed summary of the new features:  The new multi-illustration capabilities let you group multiple illustrations within one saved case [...]

Recent Illustration Software Updates – September/October 2017

2017-10-31T20:38:51+00:00October 31st, 2017|

BMO  WAVE 35.0 Effective October 23, 2017  BMO Insurance will be introducing the following:  New rates on Term 10, 20 and 30 base plans New terms - Term 15 and Term 25 base plan    Equitable Life Version 17-5 Effective October 2017 New with this Release:  Life and Health The minimum face amount for preferred [...]

Equitable Life – Underwriting Changes

2017-10-31T20:37:45+00:00October 20th, 2017|

Please see the Equitable Life  notice below regarding their underwriting changes.  --- Equitable Life has increased their preferred term underwriting minimum from $250,000 to $500,000. Effective October 16, 2017, medical evidence is no longer required on life insurance policies under $500,000 up to age 45 and on critical illness policies under $100,000 up to age 50. [...]

Sun Life Illustrations 4.0.0 & EOS 7.2 – Effective October 2, 2017

2017-10-31T20:40:20+00:00October 10th, 2017|

Please be advised that Sun Life has released the Desktop version of their new illustration software - Sun Life Illustrations 4.0.0 & EOS 7.2 effective October 2, 2017.     This release of Sun Life Illustrations includes the following updates:  ​New rates and features effective October 2, 2017 New Sun Life Critical Illness and Shared Ownership strategy report  Updated rates for SunTerm and the optional [...]

IA – ACCESS LIFE is now more accessible

2017-09-29T16:26:59+00:00September 29th, 2017|

Starting October 2, 2017, it will be faster and easier to get Access Life! IA has removed the decline question* and simplified the medical questions to make this product more accessible to and easier to apply for a greater number of clients.  Access Life will now have three steps of protection instead of four: Deferred, Deferred [...]

Manulife – UL Repricing

2017-09-12T19:26:36+00:00September 12th, 2017|

Important changes coming for universal life products Manulife is changing the pricing of our level cost, universal life insurance products effective September 23, 2017. This impacts Manulife UL Level Gold, Manulife UL Level CIS, InnoVision Level to Age 100 and Security UL. New policies and new coverages with a policy or coverage date on or after [...]

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