Industry News


Industry News


JULY 2017


 Assumption Life Logo

  • Not all simplified CIs pay 95% of all CI claims - Critical Protection does - details HERE
  • LIA E-app - details HERE
  • LIA Q&A - sales platform LIA 


  • Anti-Money Laundering - Common Reporting Standards - details HERE
  • Introducing The BMO Insurance Whole Life Plan - a new non-participating whole life insurance plan  | details HERE | Product overview  | Click HERE for a list of launch dates and locations
  • Put your clients tax refund to work with CI - details HERE
  • 5 great reasons to choose BMO  Insurance for your next UL sale - more HERE

blue cross biligue

  • High-end, Simplified issue disability insurance - details HERE


- How life insurance can still protect clients despite tax changes 
Why you need to help Millenials understand Life Insurance
- Ask better questions to make the sale
Segregated fund sales still surging despite redemptions
- Investors win as traditional advice goes up against digital
Will insurance costs rise dramatically if anti-genetic discrimination bill becomes law?

 canadalife smaller

  • AML legislative changes: new methods for identifying clients details HERE  |  Important Application Changes - details HERE    |   New Updated Forms - details HERE
  • New.Business.Now E-app - details HERE   New Business Now Policies are processed 1/3 faster -  details HERE
  • Disability and critical illness insurance product overview brochure updated - details HERE
  • Share this site with your clients, they will uncover the facts! Watch this compelling video

LaCapitale rgb

  • 2017 Summer Update
    Rating – Adjustments | Pillar Series |Promotion |Links to documentation in the illustration software and more get it all HERE


 equitablelogo RGB

  • New CI Rider - details HERE
  • Individual Insurance Forms Update - HERE
  • New Anti-Money Laundering (AML) and Common Reporting Standard (CRS) 

    requirements details HERE
  • E-app : Start using EZcomplete today login required   EZcomplete training video

 foresters pos 300dpi

  • Common Reporting Standards - details HERE
  • Take another look at the repriced T20 - details HERE
  • 5 term sales concepts to grow your business - details HERE
  • Check out the Term 30 “sweet spots” HERE
  • More competitive rates watch the video


IA Excellence anglais

  • Reduction in QC premiuim Tax -  Update March 29, 2017 : The Quebec Minister of Finance tabled the 2017 budget, wherein the premium tax for Quebec residents is extended. As a result, the reduction stated below will be postponed to April 1, 2022 - details HERE



  • Register to use the eApp by calling 1.800.646.1481
  • VIDEO Telus Insure app  -  click HERE Easier to use, more efficient and intuitive interface  |  Works on all devices, including tablets and iPad  |  A faster signature process,  allows for digital signatures on the pages required




  • New operational rules and legal requirements (AML) - details HERE
  • IA Connected - June 
  • EVO platform - details HERE



  • Now in effect: Insurance forms and process changes due to CRS and AML - details HERE
  • E-application - details HERE
  • Lifecheque Basic Critical Illness – Easy Acceptance - details HERE
  • Manulife Vitality - Live Health. Earn Rewards. Save Money.  details HERE |  Watch the video HERE



  • Revised: CLHIA Reference Document - get it  HERE
  • Changes to the Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations - details HERE
  • NEW: Advisor Disclosure  - please destroy previous copies and use the one on our compliance page.



  • New funds now available in BMO GIF 100/100 - Read more

 canadalife smaller

  • AML legislative changes: new methods for identifying clients details HERE  |  Important Application Changes - details HERE    |   New Updated Forms - details HERE
  • Update: New Sales of Generations (Core I and II) Seg Funds to end March 17, 2017 - details HERE
  • The power of compound interest and why “save early, save often” is a great strategy for long-term investment goals
    watch the video HERE.

EMPIRE investlogo

  • Insight June 14    June 28
  • Investment Illustrator has been updated featuring Class Plus 2.1.Version 2.6 of the illustrator is now available. Details HERE
  • Emblem GIF Portfolios deliver tactical asset management, transparency and downside protection. Discover how Emblem brings together the art and science of investing. details HERE

LaCapitale rgb

  • End of Transfer Fee Reimbursement Program - details HERE

equitablelogo RGB

  • 6 New Seg Funds - details HERE



  • New operational rules and legal requirements (AML) - details HERE

MLI Investments E

  • Forms and Process Changes June 15, 2017 (AML) - details HERE
  • Mutual fund and segregated fund have been streamlined to offer and introduce four new portfolios designed to help investors achieve their investment goals. Please see the highlights on Repsource. Read more


  • Changes to Investment Products and Services - details HERE
  • Addition of death benefit payment option - details HERE
                                                                                       Check out the Copoloff Calendar HERE 


Carrier Software


Assumption 7.3.2 download

BMO 34.1

Canada Life 3.2 Log in required
La Capitale 8.5.0


CPP download

Empire Life 10.9

Equitable Life 2017-3 download
L'Excellence 4.5.0 download
Foresters (sky) 2.0.169 download
Humania 2017-1 download
Industrial Alliance 8.3.0 download
ivari 12.2 download
Manulife 15.15 Log in required
ON  Blue Cross v.1.0.1 Log in required
QC Blue Cross v.1.0.1 Log in required
SSQ 6.2 (july 5) download  
Sunlife v3.0.1 download  
RBC 9.8.1  CD Key code 62B46


Head Office

montreal5500 Royalmount Avenue, suite 325
Mont-Royal, QC
H4P 1H7
Tel: (514) 731.9605
Fax: (514) 731.7499
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Branch Office

toronto15 Wertheim Court, suite 510
Richmond Hill, ON
L4B 3H7
Tel: (905) 889.1101
Fax: (905) 889.4995
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