What’s New?
Most up-to-date company news
What’s New?
Most up-to-date company news
Recent Illustration Software Updates – March/April 2018
Assumption Life LIA 9.0 Effective May 1, 2018 1 Attachment: DI Improvements New with this release: New and improved Disability Insurance Credit cards now accepted as loans No restrictions on loan terms Withdrawal of [...]
UPDATE: Desjardins Insurance – Deadline for Independent Living Long-term Care Insurance
Desjardins Insurance will withdraw LTC (Independent Living long-term care) insurance. However, each application must be received at DFS branch office by June 29, 2018. The application must be signed by the client no later than JUNE [...]
iA – AODA Mandatory Information
TO: ALL ONTARIO BROKERS In June 2005, the Government of Ontario passed the Accessibility for Ontarians with Disabilities Act ("AODA"). The purpose was to create a barrier-free province by 2025, by incorporating standards that promote [...]
Sun Life – Deadline to convert to series 2012 Sun CII T75 or T100 plans is quickly approaching!
Don't forget that clients with existing T10 coverage can convert their policy to series 2012 Sun Critical Illness Insurance until December 31, 2017 at 11:59 pm EST. Please refer to our previous communication to help [...]
2017 Year-End Closing Dates
Please find the 2017 Year-End Closing Dates below for each insurance company. You must submit all requirements (including cheques) to TORCE New Business office by the following dates to guarantee settlement for year end.
Empire Life – Enhancements to Fast & Full Investment Application
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 [...]
IA – 2018 RRSP Roadshow
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 [...]
Sun Life – Latest Enhancements to Sun Life Illustrations Tool (Web Version)
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 [...]
Recent Illustration Software Updates – September/October 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 – Underwriting Changes
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 [...]
Sun Life Illustrations 4.0.0 & EOS 7.2 – Effective October 2, 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 [...]
IA – ACCESS LIFE is now more accessible
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 [...]
Canada Life – Top Tools to be Compliant
To Advisors: Please visit the new Canada Life 'Top tools to be compliant' page for all of your compliance resources. The page offers easy-to-use tools, templates and resources to help you meet your [...]
Sun Life – A Bright Way to Earn Your 2017 CE Credits
Want a bright way to earn your 2017 CE Credits? With just a few months left to earn your 2017 continuing education (CE) credits, now's the time to visit Sun Life Financial's Education Hub - [...]