
MGA
For: Equitable (EQ), CPP, Forester
Email: newbusiness@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3592-XXXX
CF
For: IA, Manulife, Sunlife, Canada Life
Email: case@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3438-XXXX
FHG
For: Assumption Life, Desjardins, SSQ
Email: case@affinityfinancial.ca
Life Insurance Code: Please refer to your carrier selling code
Segregated Fund Code: 3268-XXXX

General Documents

Contact List

Forms - Insurance

Canada Life

CPP

Equitable Life

iA

Manulife

Sunlife

Forms - Investment

Canada Life

Equitable Life

iA

Manulife

Sunlife

CE Course

CE Course
* Disclaimer: For reference only. Documents on this site may not be up to date.
Please visit insurance or fund companies' advisor site for more up to date documents.

Compliance Documents

Reason Why Letter - Templates
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Please visit insurance or fund companies' advisor site for more up to date documents.

Advisor Guide

Canada Life

CPP

Desjardins

Equitable Life

Foresters

iA

Sunlife

Sunlife

Sunlife

Dividend Scales

Financial Facts

Living Benefits - Critical Illness

Canada Life

Desjardins

Equitable Life

Foresters

iA

Manulife

Sunlife

Underwriting

Underwriting

Underwriting (Non-Residency)

Financial Facts

Manulife
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Please visit insurance or fund companies' advisor site for more up to date documents.

Fund Codes and Fund Facts

Advisor Guide

Focus List

Canada Life

Desjardins

Dynamic

iA

Manulife

Information Folder

BMO

Canada Life

Equitable Life

iA

Manulife

Manulife

Sunlife

Investor Profile
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Please visit insurance or fund companies' advisor site for more up to date documents.

Analysis Tools

Illustration Tools
















Compulife Insurance Quote
* Disclaimer: For reference only. Documents on this site may not be up to date.
Please visit insurance or fund companies' advisor site for more up to date documents.