This week’s bulletin contains a summary of events, new information, notices and other industry updates. Members check the weekly bulletin on a consistent basis to stay informed of recent initiatives, policies and more.
Upcoming Featured Training
Exchange-Traded Fund (ETF) — Is it the right investment for me? – by Stephen Lai
11am, Wednesday, September 18th
Known for its liquidity and diversification benefits, ETFs have become one of the most cost-efficient tools for investors. Attend this training to learn more about ETF and how it can meet your clients’ investment goals.
Level-Up Closing for Asset Creation Plan (ACP) – by Simon Mok
11am, Wednesday, September 25th
The last in the training series of doing ACP business. Don’t miss out. Also see below for other concepts Simon specializes in:
B2B Investment Loan rate sale has been extended until October 31st
Rate sale pricing for Investment Loan –
|Investment loan type||Sale price|
|3:1, 2:1, 1:1||4.20% (Prime + 0.25%)|
|100%||4.45% (Prime + 0.50%)|
- Limited time offer available from May 6, 2019 12:00 a.m. ET through July 31, 2019 11:59 p.m. ET. Now extended until October 31st .
- Re-writes are not allowed.
- Rate applies to loan applications submitted during the offer period.
- B2B Bank reserves the right to discontinue the offer at any time.
- Existing B2B Bank Investment Loans are not eligible for the sale rate.
Contact wholesaler Ash Kotadia at firstname.lastname@example.org or (604)347-7113 for more information.
Market Update Presentation & Canada Life New Segregated Funds
Some of you may have already heard of Canada Life new Pathways Funds and learned how to leverage them to grow your business. See the attached files from Canada Life Investment Wholesaler, Taj Pannun, on more details as well as a Market Update presentation by Chartered Investment Manager, Chris Lane, which you may find useful in meeting with your clients.
Taj can be contacted at Tajammul.Pannun@productsolutionscentre.ca or (604)331-2432 for any questions you may have.
September New Business Campaign – Get a $40 gasoline card with your CL and IA business
The September new business campaign will feature Canada Life and Industrial Alliance. For every new CL or IA insurance business with FYC600+ submitted in September and placed within 3 months, you will get a $40 gasoline card. See below for more details.