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December 5, 2023
Topic: Web and Social Media
December 4, 2023
Topic: Savings
It's now official! The annual TFSA contribution limit will increase from $6,500 to $7,000 in 2024.
November 30, 2023
Topic: Portfolio Managers
“The most important macro factor for us, is the rate of change of wholesale gasoline prices in the United States.” — David Fingold
November 29, 2023
Topic: Portfolio Managers
In the spotlight this month: the effects of home country bias, Canadian Tire's earnings report, and inflation, the "tax" from higher prices.
November 24, 2023
Topic: Insurance
Your feedback is important to us: we have listened to your suggestions and improved our financial underwriting requirements to make it easier and quicker for your clients applying for life insurance over $5 million.
What are the changes?
Currently, an inspection report is required in all cases over $5,000,000, which may be time-consuming for both you and your clients. Our goal is to simplify the underwriting process and continue improving your client’s experience.
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Effective November 24, 2023:
Important: You must notify us by email if you would like to replace the inspection report with the above documents. |
Advantages for you and your clients
- Simplify collection of financial information.
- Greater certainty about what financial information is required for underwriting.
- Reduced waiting times for underwriting decisions.
- Flexibility in how you can provide financial information for large, complex cases.
Updated documents
- Financial questionnaire (Q2A)
- Life insurance requirements grid (F13-166A-2)
- Field underwriting guide for representatives (F13-408A)
- Life insurance application (F101A)
