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VANCOUVER

General Gocuments

Needs Analysis

New Business Submission Procedure May 2022

VANCOUVER

Contact List

MGA & Carriers Contact List.xlsx

CL Wealth Team Contact Card - Richard (MGA) 2022

VANCOUVER

Forms - Insurance

CL Individual insurance - Life, CI, DI

CL Life insurance Application - Term, PAR, UL

CL Life insurance Policy Change

CL Politically exposed person (PEP)

CL Reuest for pre-authorized debit plan

CPP Application for Critical Illness Insurance

CPP Application for Express Elite Term Insurance

CPP Application for Life Insurance

CPP Third Party Determination Questionnaire

EQ Beneficiary Change Request Form

EQ Business Information Form

EQ consent and anthorization for release of medical information to advisor

EQ Ownership Change Form

EQ Online 350 Application for Life and.or Critical Illness Insurance

EQ pre-Authorized Debit Plan PAD

EQ Third party information

IA Application F1A - Life and Critical Illness Insurance

IA F13-780A IAG Savings and retirement Plan Summary

IA F43A CancerGuard Application

IA F51-165A Dollar Cost Averaging

ML Life, Disability and Critical Illness insurance application (login required)

ML Transfer of Ownership - Life insurance – Entity that can have a Cash Value (NN0687ECV) 2021-09-30

SL Application for converson and exercising on option

SL Application for life and.or critical illness insurance

VANCOUVER

Forms - Investments

CL Application to transfer to a CL Non-Registered Seg Fund Policy

CL Application to transfer to a CL Registered Seg Fund Policy

CL Applications & Fund code lists

CL Nominee Application

CL Non-Registered policy Application Seg Funds

CL Registered policy Application Seg Funds

CL TFSA Application Seg Funds

EQ GIA Application - Registered.Non-registered

EQ GIA Application - TFSA

EQ Pivotal Select Application - Registered.Non-registered

EQ Pivotal Select Application - TFSA

EQ Transfer Authorization for Registered and Non-Registered Investments

IA F51-165A Dollar Cost Averaging

ML Investment Management - Non-registered, RSP, LIRA, LRSP, RLSP Application 2022.10

ML Investment Management - TFSA Application 2022.10

ML Investment Management - Transfer Authotization for RRSP, TFSA, LIRA, LRSP, RLSP, RRIF, LRIF, LIF, PRID, RLIF 2022.10

ML Investment Management - Transfer of Non-Registered Investments 2022.10

Sun GIF Solutions & Sun Lifetime Advantage GIF - non-registered,registered,locked-in

Sun GIF Solutions & Sun Lifetime Advantage GIF - TFSA

Sun Life GIFs Fund Facts

Sun Life GIFs Order ticket

VANCOUVER

Compliance Documents

Advisor Disclosure Engagement and Privacy agreement (Nov 2021)

Leverage Risk Disclosure-Final May 2018

Needs Analysis

Sales Charge Disclosure - Mar 2021

VANCOUVER

Reason Why Letter

BMO reason-why-letter-817e.docx

CL Reason why Ins template letter.docx

CL Reason why Seg template letter.docx

Equitable-Reason-Why-letter-full.docx

Equitable-Reason-Why-letter-order.docx

Equitable-Reason-Why-letter-partial.docx

Equitable-Reason-Why-letter-wealth-with-fee.docx

VANCOUVER

Advisor Guide

CL Disability insurance advisor guide – 2781 CAN

CPP Chinese Reference colorized

CPP CI advisor brochure Chinese

Desjardins participating_life_insurance_advisor_guide

Foesters 会员福利一页纸

Foresters Financial Strength

Foresters Guide to participating whole life insurance

Foresters Member Benefits Flyer

Foresters Member Benefits Guide

Foresters 中文公司简介

Foresters 会员福利详解

Foresters免费会员福利

Foresters member benefits producer guide

IA F13-1164A Immidiate financing arrangement (IFA)

VANCOUVER

Dividend Scale

Dividend Scales 2021.pdf

Canada Life 2022 Dividend Scale.pdf

Canada Life Historical PAR Brochure.pdf

Equimax Dividend Flyer ENG.pdf

Great West Life Historical PAR Brochure.pdf

London Life Historical PAR Brochure.pdf

Foresters PAR Whole Life Historical Data

ML Investment performance insurance-participating-account-annual-report 2022.05

SL Par Account 810-3599

VANCOUVER

Financial Facts

CL financial_facts_2021

EQ 2021-Annual-Report

ML insurance-manulife-participating-account-annual-reporte 2021

ML insurance-performax-gold-investment-fund-annual-reporte 2021

SL Par Whole Life Insurance Facts & Figures 2021 810-3827

VANCOUVER

Living Benefits - Critical Illness

CL Child and Adult LifeAdvance Definitions - CN.pdf

CL Child and Adult LifeAdvance Definitions - EN.pdf

Desjardins CI Definitions policy.pdf

EQ Understanding the Covered conditions.pdf

Foresters Live Well Plus Plan Description.pdf

IA - Critical Illness definitions and Medical Conditions - CN.pdf

IA - Critical Illness definitions and Medical Conditions - EN.pdf

Manulife Insurance Lifecheque CI Sample Contract.pdf

Sun Life CI Definitions - CN.pdf

Sun Life CI Definitions - EN.pdf

VANCOUVER

Underwriting

CL Age and Amount Table.pdf

EQ Financial Underwriting Guidelines - EN.pdf

Manulife Life Insurance Evidence of Insurability Requirements.pdf

Sunlife Life Underwriting Requirements.pdf

Desjardins CI Health underwriting requirements _ Webi 2023.01

Underwriting (Non-Residency)

Assumption Life Underwriting Guidelines for Non Residents.pdf

CL New Canadians Guidelines.pdf

CL Non resident guide CL E Mar 2016.pdf

EQ Residency Guidelines 2022.pdf

IA Immigrant Guidelines.pdf

ML Insurance Underwriting Checklist for Recent Immigrants.pdf

SL Recent Immigrants and Temp Residents Guiddelines.pdf

VANCOUVER

General Documents

EQ Pivotal Slect Seg Fund Codes and Fees

IA F13-1000A Fund Codes and Management Expense Ratios (Feb 2021)

IA Fund Facts 73254_F14_10A 12.31.2021

VANCOUVER

Focus List

CL 2022 Q4 2022 Fund Recommendations.pdf

CL 2022 Q4 2022 Tactical Fund Recommendations.pdf

CL 2023 Q1 Canada Life Funds Fund Recommendation and Tactical Shortlist.pdf

Desjardins_Fund-Focus-List Apr 30, 2021.pdf

Dynamic Recommended Funds 2021.pdf

IA Jan 21 2022 watchlist.pdf

ML 2022 SF Recommended List.pdf

ML 2023 SF Recommended List.pdf

VANCOUVER

Information Folder

BMO Gif Information Folder Policy Provisions.pdf

CL Info Folder PS_FINAL.pdf

CL Segregated Funds Information Folder Including Preferred Series.pdf

EQ Contract and Information Folder.pdf

IAG Savings and Retirement Plan Information Folder.pdf

IA F13-772A - Information Folder - IAG Savings and Retirement Plan

Manulife GIF Select Investment Plus.pdf

Sun GIF Solutions - Estate Series Suppliement

Sun GIF Solutions - Income Series Suppliement

Sun GIF Solutions

Sun Lifetime Advantage GIF

VANCOUVER

Information Folder

EQ Investor Profile Questionnaire

IA Investor Profile Jan 2018

VANCOUVER

Analysis Tool

Personal Tax Calculator.pdf

VANCOUVER

Financial Facts

Concourse_January_2023_Release_Smart

Equitable Life (Auto Update).exe

IA - InstallationCorporative(Auto Update).exe

Ivari LifeView_20220_Setup (A).exe

Manulife DiamondView_ key 15027 (Auto Update) old products.exe

RBC Illustrations 11.9 (09.12.2022) CD Key 62B46.exe

LaCapitale Setup.exe

BMO_The Wave.exe

SunLife Online Illustrator