ADVISOR SERVICES
1. CAREER INFORMATION
Assumption Life
Blue Cross Canada
BMO Insurance
Canada Protection Plan
Canada Life
- Public Site | Advisor Site
- Life Insurance Rates & Values | Investment Funds Performance
- Applications & Forms
- Compliance News: Provincial legislation prohibits payment of commissions to unlicensed advisors
Desjardins Insurance
Empire Life
Equitable Life
- Public Site | Advisor Site
- Life Insurance Rates & Values | Investment Funds Performance
- Insurance & Investment Applications & Forms
Foresters Financial
Humania Assurance
iA Financial Group
- Public Site | Advisor Site
- Life Insurance Rates & Values (Funds, Gauranteed) | Investment Funds Performance
iA Excellence
ivari
La Capitale
- Public Site | Advisor Site
- Investment Funds Performance
- Insurance & Investment Applications & Forms
Manulife Financial
- Public Site | Advisor Site
- Applications & Forms (You must log into Repsource to download this)
RBC Insurance
- Public Site | Advisor Site
- Life Insurance Rates & Values | Investment Funds Performance
- Applications & Forms
SSQ Insurance
Sun Life Financial
- Public Site | Advisor Site
- Life Insurance Rates & Values | Investment Funds Performance
- Applications & Forms
UL Mutual
2. CAREER ILLUSTRATION SOFTWARE
Manulife Financial
- Illustration Software v 15.13.4 (You must log into Repsource to download this)
iA Financial Group
iA Excellence
Foresters Financial
BMO Insurance
Canada Protection Plan
Equitable Life
Blue Cross Canada
UL Mutual
La Capitale
Humania Assurance
Assumption Life
- Illustration Software LIA v 7.1(ID and password issued by Assumption Life is required for use)
Canada Life
Desjardins Insurance
- Illustration Software: FUSION Menu v 7.2.0| Insurance Illustration v 1.0.0
Empire Life
Illustration Software v 10.8 (Install Key: EFG-MG42T)
ivari
RBC Insurance
SSQ Insurance
Sun Life Financial
3. COMPLIANCE
Compliance Required Documents
Advisor Disclosure Form
Need Analysis
Reason Why Letter
LIRD
Code of Conduct Policy
Anti-Money Laundering
Privacy Policy
Point of Sale Disclosure
Replacements
National Do Not Call List, Anti-Spam and other Telemarketing Rules
FATCA
4. CALCULATORS
Financial Needs Analysis
- Critical Illness Calculator (BMO Insurance)
- Life Insurance Calculator (Manulife)
- Life Insurance Needs Estimator (WinQuote)
Retirement Planning
- Registered / Non-Registered Comparison (Mackenzie Investments)
- Retirement Savings Calculator (CI Investments)
- RIF / LIF Illustrator (Mackenzie Investments)
- RRSP Loan Planner (Mackenzie Investments)
Investing & Saving
- Advantage of Early Investing (Mackenzie Investments)
- Growth Calculator (Fidelity Investments)
- Investment & Regular Deposit (Mackenzie Investments)
- Investment & Regular Withdrawal (Mackenzie Investments)
- RESP Calculator (Mackenzie Investments)
Taxation
- Child & Family Benefits Calculator (CRA)
- Income Tax Refund Calculator (TurboTax)
- Payroll Deductions Calculator (CRA)
- Tax Calculator (Fidelity Investments)
Mortgage & Lending
- Debt Consolidation Calculator (Mackenzie Investments)
- Manulife One Calculator (Manulife Bank)
- Mortgage Qualifier (Mackenzie Investments)
5. COMPARE RATES
WinQuote™
The WinQuote™ term insurance comparison and information service for Canadian consumers is run on the web-based versions of the most advanced and feature packed insurance quotation, comparison and evaluation software in Canada, including LifeGuide® and CompeteCA™. These software systems set the standards for independent, multiple company life insurance software in Canada.