Industry News
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FEBRUARY NEWS 2017

 2017NEWS

LIFE & LIVING BENEFITS

BMO INS POS 4C E copy

  • 7 great reasons to choose BMO Insurance for your next CI sale - more HERE
  • Start the conversation TODAY … Estate Planning from BMO Insurance - more HERE
  • Introducing the BMO Insurance Health Advocate™ Plan.  An innovative and comprehensive assistance services package designed exclusively for eligible BMO Insurance policyholders (Plan Members) - confidential and simple to access. details HERE

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  • Disability and critical illness insurance product overview brochure updated - details HERE
  • Advanced Sales Article – The capital dividend account - more HERE
  • www.criticaluncovered.com Share this site with your clients, they will uncover the facts! Watch this compelling video
  • New brochure for Adult and Child LifeAdvance critical illness definitions - get it HERE
  • Improved access to Best Doctors for critical illness policies - more HERE
  • Get the latest edition of NEWSLINK HERE


                                                                                       We've added a Calculator section to copoloff.com - check it out HERE


EMPIRELIFE

  • Introducing EstateMax 8 Pay & Optimax Wealth 8 Pay, details HERE.  
  • Effective immediately, the Underwriting team has improved the smoker definition for CI Protect Plus - it will be using the same definition as  life products. Read information circular 2017-02 for more details. 

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COMPLIANCE CORNER

  • We have updated the Advisor Disclosure Form, please destroy previous copies and use the one on our compliance page.
  • The MANDATORY COMPLIANCE course offered by the Chambre is now availabe (French only) details HERE

INVESTMENTS

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

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  • Update: Segregated Fund platform modernization - 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.

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  • Deadline for making 2016 RRSP contributions - details HERE

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  • Emblem GIF Portfolios deliver tactical asset management, transparency and downside protection. Discover how Emblem brings together the art and science of investing. details HERE

SSQ

 

                                                                                       Check out the Copoloff Calendar of Events for March HERE 

       

Carrier Software

 

Assumption 7.3.2 download

BMO 34.1

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Canada Life 3.2 Log in required
La Capitale 8.5.0

download

CPP download

Empire Life 10.9

download
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

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Head Office

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

toronto15 Wertheim Court, suite 510
Richmond Hill, ON
L4B 3H7
Tel: (905) 889.1101
1.800.387.4259
Fax: (905) 889.4995
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