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Current Sales Software

(For Advisors Only)

 

Current Application Version

(For Advisors Only)

Assumption Life

Toll-free: 1-800-455-7337

Fax number: 506-853-5459

client.services@assumption.ca

Online Illustrations - 9.6.0-1

Click here to download the newest version of this software.

Online Applications - 9.6.0-1

Click here to download the newest version of this software.

 

Golden Protection(Gaurantee Issue) - 4615-00A - MAY 2012

Total Protection - 4471-00A - MAY 2012

Click here to download applications and forms.

 

BMO

 55 Bloor St. W. 15th Flr

Toronto, Ontario

M4W 3N5

Toll-free: 1 877 966-6339

www.bmo.com 

The Wave - Version 26

Click here to download the newest version of this software.

 

Life - 126E (2013/01/01)

Click here to download applications and forms.

 

Canada Life

330 University Ave., 10th floor
Toronto, Ontario
M5G 1R8
Fax : 1-888-252-1329
Phone : 1-888-724-3680

 

Concourse - Version 2.0 / Zoom 14.0

Click here to download the newest version of this software.

Click here to download the newest *UPDATE* of this software.

 

Life - 405 CAN (06/12)

Life Advance (CI/DI) - F541 (CL) (12/12)

Life and Adult CI - 17-8299 (02/09)

Click here to download applications and forms.

 

CPP

250 Ferrand Dr., Suite 1100
Toronto, Ontario
M3C 3G8

Toll-Free: 1-877-851-9090
Broker Line: (416) 447-6060

 http://www.cpp.ca

CPP Illustration - V3.0

Click here to download the newest version of this software.

 

Non Medical Term - 407800 (12/12)

Non Medical Permanent - 407058 (12/12)

 

Desjardins Financial

95 St. Clair Avenue West
Toronto ON  M4V 1N7

1-866-838-7553

Fusion - 14.9.0

Click here to download the newest version of this software.

 

Life 07002E (13/05)

LTC - 05026E (13/04)

Solo (Health) - 01224E01 (13/03)

 

Empire Life:

 259 King St. E.

Kingston Ontario K7L 3A8

Tel.: (613)548-1881

Fax: (613)548-3854

www.empire.ca

Envision - Version 9.4

Click here to download the newest version of this software.

 

Life & Health - D0082 ENG (05/13)

Single Life Term Solution Series - D0024-ENG (05/13)

 

Equitable Life

 One Westmount Road North P.0. Box 1603 Stn. Waterloo

Waterloo Ontario N2J 4C7

Tel.: (519) 886-5110

Fax: (519) 883-7400

Toll-free: 1800-265-8878

www.equitable.ca

Equitable Sales Illustration - Version 2013-1

Click here to download the newest version of this software.

 

Life/CI - 350 (2013/05/03)

Term - 351 (2013/05/03)

Click here to download Insurance applications and forms.

Click here to download Investment applications and forms.

 

Foresters
789 Don Mills Rd.
Toronto, Ontario, Canada
M3C 1T9

Toll-free: 1 800 828

Foresters Life
1660 Tech Avenue, Suite 3,
Mississauga, Ontario, Canada
L4W 5S8

Toll-free: 1 800 267 8777

E-mail: clientservice@foresters.com

 

Foresters - Passport - Version 6.0/SKY - Version 1.1.151

Click here to download the newest version of Passport software.

Click here to download the newest version of Sky software.

 

Life & CI 406578 ( 05/13 )

Health Security Plus App 406785 (05/12 )

E-Z Term App 406783 ( 01/13)

Turbo 406784 ( 01/13 )

Guaranteed Issue WL app 406786 ( 01/12 )

 

Industrial Alliance

522 University Avenue
Toronto (Ontario) M5G 1Y7
Telephone: (416) 585-8862
Toll-free: 1-800-242-9751
Fax: (416) 204-4777
Fax - Toll-free: 1-877-780-4172
iat-inquiries-life@inalco.com

Industrial Alliance

Interface - Version 7.3.0

Please click here and follow the instructions

 

Life/CI - F1A (05/13)

Alternative Life Term - F11A (05/13)

Alternative Life Permanent - F2A (05/13)

Perspective Life Insurance - F8A (05/13)

CI Transition Simplifield Issue - F32A (05/13)

DI - F7A (06/12)

 

La Capitale

625 Saint-Amable St.
Quebec QC G1R 2G5

1 866 227-2606

 

Life & CI - T073 (02/2013)

LTC - T120 (02/2013)

Click here to download Insurance applications and forms.

Click here to download Investment applications and forms.

 

Manulife Financial
Individual Insurance
500 King St. N.
Waterloo, ON N2J 4C6

Ph # 1-877-626-8543

Diamond View - Version 14.12

Click here to download the newest version of this software. *Username and Password Required*

 

Life, CI & DI - 07000E (06/2012)

LTC - NN7009E (01/2013)

Click here to download applications and forms.

 

Pencorp Life

7150 Derrycrest Drive
Mississauga ON  L5W 0E5
Tel: 1 800 268-2835
Fax: 905 795-2316
cs@penncorp.ca

Guardian Income Protector - 7.5.1

Click here to download the newest version of this software.

Activation key 956422

 

Life - MGA-100 (09/12)

RBC Insurance
6880 Financial Drive
West Tower, 8th Floor
Mississauga, ON
L5N 7Y5

Phone: 1-800-461-1413

Fax # 1-888-881-7712

Growing Your Business Simply - Version 6.0

Click here to download the newest version of this software.

 

Life - 89604 (03/2012)

CI - 83550 (04/2010)

DI - 83568 (08/2012)

DI / and or CI - 83530 (04/10)

LTC - 89606 (12/2009)

Term and CI - 82484 (08/12)

Click here to download applications and forms.

 

SSQ

 2020 University Street, Suite 600

Montreal Quebec  H3A 2A5

Fax: 514-282-6672

Toll-free: 1-800-461-4343

http://www.axa.com/en/ 

Life Insurance Product - Version 2.1

Click here to download the newest version of this software.

 

Life & CI - FIND0035A (2013/05)

Policy Change - 290030A (2012/03

 

Standard Life  
1245 Sherbrooke Street West
Montréal, Québec H3G 1G3

Telephone: 1-888-841-6633

 

Wealthcare - Version 32.1

Click here to download the newest version of this software.

Click here to download the newest update for this software. This update is mandatory for Annuities.

 

Ideal Segfund Contract -: 5072H (05/12)

Click here to download applications and forms.

 

Sun Life
227 King Street South
PO Box 1601 STN Waterloo
Waterloo, Ontario
Canada N2J 4C5

1-877-786-5433

EOS Sales - Version 6.0 June 2013

Click here to download the newest version of this software.

 

Life & CI - 810-2799(06/13)

Rapid App/ Tele-interviewing App - 810-2815 (06/13)

Click here to download applications and forms.

 

Transamerica Life Canada

5000 Yonge Street

Toronto, Ontario M2N 7J8

 

Phone: 1-800-846-5970

Fax:  1-800-661-7296  

lifeservices@transamerica.ca

 

Lifeview/Vision - Version 10.2

Click here to download the newest version of this software.

Click here to download update patch (Must have 9.1 installed to download this link)

 

Life - LP257 (08/12)

Click here to download applications and forms.

 

UL Mutual

142 Heriot, P.O. Box 696. Drummondville

(Quebec) J2B 6W9.

Telephone: 1 800 567-0988.

Fax: 819 474-1990

UVIE - Version 2.0

Click here to download the newest version of this software.

 

Life & CI - (2012/04)(22-UL)

Click here to download applications and forms.

 

 


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Overhead Expense Calculator
Enter average monthly expenses incurred in the opration of office
1. (A) Rent or $
  (B) Property Taxes and mortagage interest payments plus depreciation or principal payments $
2. Office Maintenance $
3. Public utilites(heat,water,electricity) $
4. Telephone,Postage,Paging,Fax and answering service $
5. Employee salary and benefits (except as below) $
6. Management company fee (excluding family owned firm) $
7. Accouting Service $
8. Professional Association Membership fees $
9. Property and liability insurance premiums $
10. (A) Leased equipment or $
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11. Interest plus principal payments for business loan from a financial institution to purchase business $
12. Other fixed expenses (normal and customary) $
  Total $0
  Do not include expenses for :  
1. The purpose of acquiring goods for sale,supplies or addtion to inventory  
2. Salaries,fees,drawing account or renumeration for: the proposed insured,any member of the proposed insured's profession or related profession,any person sharing the expenses of the proposed insured  
3. travel and / or entertainment