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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.

Your Insurance Office is an inexpensive stand alone American client records management program for life insurance brokers. If you are an agent or broker, you can learn more about this stand alone program by going to their website at www.yourinsuranceoffice.com or calling toll free from Canada to Frank Stastny at 1-877-633-0808. [As a senior life insurance broker, I have been using Your Insurance Office for the past several years and I'm satisfied that it fits my need for permanent client records - John Beaton, White Rock, B.C.]

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

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

IFSE Institute offers Continuing Education Courses to help advisors and representatives meet their requirements.

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.

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.

Insurance Council of BC.

Alberta Insurance Council.

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.

Life Insurance Associations:

Advocis The Financial Advisors Association of Canada.

[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.

[MFDA] The Mutual Funds Dealers Association of Canada.

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.

On-line resources for Financial Advisors.

Life Insurance Paramedical Suppliers:

Medisys.

Exam One.

Quality Underwriting Services Ltd./Bodimetric Profiles.

Miscellaneous links:

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.

InsuranceIntel Access life & health insurance product comparative tables in PDF format that are continually updated. This level is perfect for advisors who want to keep on top of all the product changes in a competitive market. An annual membership is just $49.

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.

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.

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.

Find an individual in Canada? Go here.

Canadian postal code? Go here.

Foreign currency conversions here .

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