YourInsuranceBrokers.com

Please note that all links are designed to open in a separate browser window so that this web site is more accessible to disabled visitors who rely on text-only or spoken word browsers.

Some information provided by the links below require Adobe Acrobat Reader to view. If you do not have the program, you may download it for free here.

home / broker resources

Broker Lead Referral Resources:

Canadian life insurance brokers who have web sites and place their free link on www.yourinsurancebrokers.com will benefit from increased visitor traffic inquiring about life insurance. Consideration should also be given to placing links at other similar web sites listed below.

www.independentfinancial.on.ca is a Directory of Canadian Financial Planners & Advisors.

www.lifeinsurancebrokers.com is a resource center connecting the Public, Insurance Brokers, and their Clients to the worlds Insurance markets.

InsuranceDirectory.tv - Insurance Resource on the web including International Insurance.

Computer Software:

LifeGuide^® is a Canada wide computer program used by professional insurance brokers to compare Canadian life insurance rates. If you are an agent or broker, you might like to learn some details about this powerful program.

VirtGate by CoVirt for agency administration and management, is really not software, but rather a new breed of web based services that has the advantages, look and feel of desktop software.

For financial advisors, get a free membership with free financial planning newsletters , along with trial access to financial planning software at CCH Canadian Ltd.

Advertised as Canada's only interactive "Needs-driven" Investment Cash Flow Scheduler, learn about RRIFmetic here.

Ph.D. LIFE is a pay for use U.S. web site which allows a broker to calculate a person's human life value in scientific terms to determine the amount of money a family would need at death to replace their financial loss. The human life value analysis comes from economists who routinely testify in courts across the United States.

Education & CE Credits:

Pro-Seminars is a Canada wide specialty provider of continuing education and training for insurance and financial services professionals. Pro-Seminars also offers online CE Credit study courses with instant grading and instant certificate issue.

Elder Planning Counselor Any profession who works with elders will be exposed to the power of having the EPC Designation. Financial Services Professionals, Real Estate Agents, Doctors, Nurses, Health Care workers, Care Givers, Nursing & Retirement Home owners as well as Funeral Home Directors are only some professions and occupations that will benefit from this highly sought after Designation.

The Peel Institute of Applied Finance is dedicated to the training, education and professional development of financial service providers

Foran Financial Institute At Foran our mission statement is to help our clients build rewarding careers in the financial services industry. We offer: licensing support seminars, C.E., communication, sales and NLP programs, books, audio, video and CD products.

The Group Benefit Gangs Breakfast Meetings in Markham and Oakville, Ontario to encourage the casual exchange of information related to employee benefits.

Oliver Publishing provides certified self-study programs for the LLQP full, restricted, and A&S licenses that are supported with telephone tutoring to ensure student success.

Jim Ruta has been working with sales professionals since 1977. His high performance workstyle programs can help you.

CERRC is the Continuing Education Registry and Resource Center, created to assist insurance and financial services professionals to keep track of continuing education credits. Registration is free.

Applications & Forms:

An interactive, fillable and printable PDF format T-2033 RRSP direct transfer form is now available at the CCRA website.

An interactive, fillable and printable PDF format T-2151 deferred profit sharing plan or registered pension plan direct transfer form is now available at the CCRA website.

Canadian Life Insurance Regulatory Links:

Federal Office of the Superintendent of Financial Institutions.

British Columbia Insurance Act.

British Columbia Pension Benefits Standards Regulation Concerning Life Income Fund and locked-in RRSP owners, and LIF and RRSP issuing institutions. Ammendments as of April 1, 2004.

British Columbia Pension Benefits Standards Regulation Concerning The Superintendent's Lists of Savings Institutions and Insurance Companies with Approved Specimen Contracts for Locked-In RRSPs and Life Income Funds as of April 1, 2004.

British Columbia Pension Benefits Standards Regulation Concerning The Superintendent's Lists of Savings Institutions and Insurance Companies with Approved Specimen Contracts for Locked-In RRSPs and Life Income Funds as of April 1, 2004.

Insurance Council of BC.

Alberta Insurance Act.

Alberta Insurance Council.

Saskatchewan Insurance Act.

Manitoba Insurance Act Part I.

Manitoba Insurance Act Part II.

Ontario Insurance Act 1990.

Ontario insurance regulators now allow Level II life insurance agents to renew their licenses via the Internet. The web site of theFinancial Services Commission of Ontario provides the on-line application.

Regulations Applying to Agents [Ontario].

Unfair or Deceptive Acts or Practices [Ontario].

Replacement of Life Insurance Contracts [Ontario].

Variable Insurance Contracts [Ontario].

New Brunswick Insurance Act.

New Brunswick Insurance Regulations.

Nova Scotia Insurance Act.

Prince Edward's Island Insurance Act.

Newfoundland and Labrador Insurance Contracts Act.

Newfoundland and Labrador Insurance Companies Act.

Life Insurance Associations:

The Independent Financial Brokers of Canada [Formerly, The Independent Life Insurance Brokers Of Canada is the national association of life insurance brokers.]

[CAIFA] The Canadian Association of Insurance and Financial Advisors.

[MDRT] The Million Dollar Round Table, the international association for sales professionals in the life-insurance based, financial services business.

Tracing its roots back more than a century, the Canadian Life and Health Insurance Association Inc. (CLHIA) is the oldest association operating in the insurance industry in North America.

[IFIC] The Investment Funds Institute of Canada.

[MFDA] The Mutual Funds Dealers Association of Canada.

[CAFP] The Canadian Association of Financial Planners.

Managing General Agents:

For a list of MGAs offering service to you, go here.

On-Line Forums:

For Advisors Only is a semi-private, on-line forum for insurance agents, financial advisors, mutual fund representatives and securities brokers from across Canada, to carry on non-partisan "no holds barred" discussions -- amongst themselves -- of issues relating to the regulation of their professional activities, compliance and governance issues, as well as other topics of interest. It is hosted and moderated by Lawrence Ian Geller of Campbellville, Ontario.

Insurance Agent Discussion Forum is independently operated from any insurer, agency or agent. It allows agents to discuss professional issues. The Canadian section is moderated by Chris Funnell of Ontario.

On-line resources for Financial Advisors.

Life Insurance Paramedical Suppliers:

Medisys.

Hooper-Holmes / Portamedic®.

Exam One.

Quality Underwriting Services Ltd./Bodimetric Profiles.

Miscellaneous links:

The Ontario College of Physicans and Surgeons can be found here. This link outlines the Colleges policy regarding third party reports.

The Canadian Institute of Financial Planning can be found here.

Innovative Innovations Inc. is a full service document scanning company that has the ability to scan documents making them originals, eliminating the need for hard copies. They promise fast, effective solutions for all document needs, nationwide. Once documents are scanned, they can be searched, addendums made and you can easily email them to all of your customers. Lisa Powell is their Key Account Manager. She can be reached at 604 684-SCAN or by e-mail at lpowell@triplei.ca. Their website can be found here.

Cannex is a financial service providing RRSP, RRIF, GIC and Annuity rates, some for free and some for a fee.

Equifax Canada Inc: on-line commercial credit reports, available 7 days a week.

Keyfacts is the leading company in Canada for obtaining medical file information from doctors, clinics and hospitals on behalf of the insurance industry.

Marketing Options: This service has offered marketing and consulting support in the financial services industry for over 15 years.

The Insurance Journal: This is a private company that operates independently of any insurance industry association or agency. It is a neutral, independent source of information that is financed through advertising and subscription revenues.

TIP: This is a free newsletter written by Don Pooley and e-mailed twice monthly to financial advisors who want to know how to attract more prospects and clients.

Money Minders Software: Source of a free newsletter for financial advisors about technical financial matters.

Life Letter: This is a monthly client newsletter service for Canadian life insurance professionals. If you aren't keeping your clients informed, who is?

Advisor Centre Products and services geared towards helping financial advisors add real value to clients and to help advisors build their businesses. Talbot Stevens is a financial educator, author, and industry consultant. His website contains all of his Investment Executive articles and Strategy Sheets written on a variety of topics.

Insurance News Net: This is an on-line insurance industry resource.

Office Depot offers free business Forms to download and customize for your own professional use.

Internet Legal Resource Guide: You'll find more than 1,750 free legal forms at this website. Categories include basic agreements, buying and selling, credit and collection, employment, leases, loans, assignments, personal and family, and divorce. You'll also find state-specific forms for last wills, living wills, medical directives, and powers of attorney. Caution: These forms are useful for creating first drafts, but have a lawyer check them over, especially if you plan to use them in business.

A CCRA blank T-2033 for direct transferring RRIF or RRSP funds can be found here.

Find an individual in Canada? Go here.

Internet phone book will allow you to find peoples phone numbers and have an interactive map from Google Earth linked to the person or persons that you're looking for.

Canadian postal code? Go here.

Foreign currency conversions here .

home / broker resources

Copyright © 2000 - 2010 Your Insurance Brokers
All rights reserved.
All graphics and trademarks are owned by the respective authors and companies.
This web site designed & maintained by The Dogwood Mall