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Segregated funds and annuities are two products that can help Canadians reach their goals

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Enhancements help advisors efficiently manage preferential pricing among extended family members

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Some firms with smaller seg fund families - especially RBC, Sun Life and Co-operators - outperformed in 2017

New disclosure for seg funds to be aligned with mutual funds’ rules?

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The insurance industry is taking a page from the mutual fund industry, leveraging technology to address mounting disclosure regulations

Empire Life expands digital applications to seg funds

The proposals would bring seg fund disclosure more closely in line with the information clients receive about mutual funds, but with some key differences

Empire Life expands digital applications to seg funds

The new additions include four new global funds and a family of five global index portfolios

Empire Life expands digital applications to seg funds

The fee reductions in Series 75/100 take effect immediately

  • By: IE Staff
  • October 10, 2017 October 10, 2017
  • 15:00
Empire Life expands digital applications to seg funds

The CCIR will also look at issues such as risk classification methodology, oversight of sales, needs-based selling practices, updating of client records and know-your-product due diligence requirements

The digital application features an expedited five-step process that replaces the traditionally paper-heavy process