Advisor Disclosure
- Agent Disclosure & Client File Consent
- Client File Guidelines – Canada Life
- CLHIA – Advisor Disclosure
- CLHIA – Advisor Disclosure Best Practices
- Life Insurance Replacement Declaration
Needs Based Sales Practices
- CLHIA Needs Based Sales Practices – The Approach
- Life Needs Analysis
- Reason Why Letter Samples – Manulife
Anti-Money Laundering & Terrorist Reporting
- AML Compliance Program Requirements FINTRAC
- AML Compliance program Template
- Anti-Money Laundering Training
- Anti-Money Laundering and Terrorist Financing (AML/ATF) Modules – Empire Life
- FINTRAC Examinations: Your Responsibilities and What You Can Expect
- Risk-Based Approach Workbook
Canadian Anti-Spam Legislation
Insurance Council of BC & Life License Maintenance
- Council Rules
- Council Code of Conduct
- E&O Requirement
- Continuing Education
- Mandatory Reporting to Council
Privacy Policy