Need to make a change to an in-force insurance policy? EVO lets you get the job done fast, with e-signature - now available for almost all change requests, even those requiring underwriting analysis!
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Recent Posts
June 20, 2022
Topic: Portfolio Managers
Did you know that floating rate loans, given their lack of interest rate sensitivity, will continue to stand out among credit and that income funds can remain a compelling option for investors? Find out why in these short videos.
June 17, 2022
Reflections surrounding a potential recession have started to circulate in the media. Here are a few suggested approaches you can take when discussing with and trying to help any clients who have concerns.
June 17, 2022
Be the first to discover IN YOUR INTEREST! - the freshly ground espresso of financial news, concentrated in less than 10 minutes.
Episode 1: "What's an investor's worst enemy?
June 15, 2022
Topic: Savings
Did you know that approximately 80% of Canadian parents aren't aware of the benefits of opening an RESP?
June 10, 2022
Topic: Web and Social Media
What is Meta Business Suite?
Launched in September 2020, Meta Business Suite is your one-stop shop for managing your professional Facebook page.
June 9, 2022
Topic: Insurance
Discover how term life insurance adapts to the changing needs of businesses with a range of the most complete and flexible products on the market.
June 7, 2022
Topic: Insurance
Clients who own businesses often have the same dilemma: using life insurance to protect their business from the risks surrounding the loss of a key individual or to finance a shareholders’ agreement, without compromising the business’ liquidity position.
June 6, 2022
Topic: Savings
Did you know that RESP assets have more than doubled in the last 10 years?*
June 3, 2022
Topics: Savings, Investments, Economic news
Secure your clients’ retirement in the context of market volatility.