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General Documents

Needs Analysis - Template 2024

New Business Submission Procedure 2023

CLHIA FACT BOOK 2023 ENGLISH

Contact List

MGA & Providers Contact List.xlsx

CL Wealth Team Contact Card - Richard (MGA) 2022

Forms - Insurance

Canada Life

CL Group Benefit RTQ form

CL Individual insurance - Life, CI, DI 17-8908 4.23

CL Individual insurance - Life, CI, DI

CL Life insurance Application - Term, PAR, UL 17-8921 4.23

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

CPP Application for Critical Illness Insurance

CPP Application for Express Elite Term Insurance

CPP Application for Life Insurance

CPP Third Party Determination Questionnaire

Equitable Life

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

IA Application F1A - Life and Critical Illness Insurance

IA F43A CancerGuard Application

IA F44A Acci 7 Plus

IA F51-165A Dollar Cost Averaging

IA F51-208A Regulatory Information (PEP)