Marketing Promotions
Canada Life
Industrial Alliance
Transamerica
Transition Rules for New Plans (effective date of all changes: May 1, 2004)
Solutions for Every Stage of Life (May, 2004)
Life Products at a Glance (May, 2004)
Helping You Plan Shelter for Life (May/2004)
Helping You Plan Growth for Life (May/2004)
Choices for Life (May/2004)
Helping you plan protection for life (May/2004)
Monarch Series: Sales Concept Matrix (April/2004)
Transamerica's Underwriting Requirements (Feb/2004)
Transamerica's new operations guide is now available
This year, with the launch of Transamerica's imaxxGIF, recent industry developments and our overall commitment to improved service, Transamerica is please to announce a new and updated "In Good Order" operations guide. An Overview highlights a few key points contained in the complete guide, which may be downloaded from the DRC at in either Hypertext or PDF format.
* New applications forms
* Changes to GIAs and SPIAs
* EFT direct to client's bank account
* Highlights of operations announcements in 2003
Click here for an overview of this years' IGO Guide:
Click here to download the IGO Guide:
For more information about these changes please contact your Transamerica Regional Sales Director at the numbers provided below; or visit the Distribution Resource Centre for additional Sales and Marketing Support.
The Fresh Start Program
- Distributor Summary - Introducing The Fresh Start Program for the Former NN Block of UL Policies at Risk of Lapsing.pdf
- Distributor - Details about The Fresh Start Program for the Former NN Block of UL Policies at Risk of Lapsing.pdf
- Advisors - Introducing The Fresh Start Program for the Former NN Block of UL Policies at Risk of Lapsing.pdf
Disclaimer as to the Tax Status of Critical Advantage
Replacement Requirements (Feb 27/2002)
Unity Life
Unity Life: New Term 10 rates effective March 1, 2004
As a benefit to your client, please be advised that effective March 1, 2004 all new business submitted will reflect our new Preferred Term 10 rates with the policy fee being waived in Year 1. You can download the illustration software that incorporates these changes by clicking on the following link: https://www.genisystems.ca/ulweb/en/Files/Unity.EXE
LEAP INTO SPRING WITH UNITY LIFE (Feb 24/2004)
Unity Life is pleased to announce a number of new initiatives that will get you on the fast track this spring! Effective March 1st, 2004 the following new products and enhancements will be available:
- Introducing our NEW Preferred Term 15 – offering highly competitive rates
- Just Released NEW Competitive Preferred Term 10 Rates
- NEW Joint 1st to die on all Preferred Term Products
- Limited Time Offer - March 1, 2004 - April 30, 2004 No Policy Fee for the First Policy Year on all new T-10 written business
- Best Doctors program - now available as a benefit on All our new Permanent Life Policies - No additional cost to your clients
- Increased commissions - Life Option, Life Option Plus & Plus Term 65 Guaranteed now pay 100% commission!
- Introducing our New Sales Incentive trip to Costa Rica February 2005
Contact our Marketing Department for further details.
Xpress Insure