2023 1121 – [FSRA-2023-015] – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability – Comments

  1. BonkNote – Stay Tuned – On The Way
  2. CAILBA – The Canadian Association of Independent Life Brokerage Agencies – Phil Marsillo – [FSRA-2023-015] – 2024 0222 – 3p
  3. Canada Life – Andrew Fitzpatrick – [FSRA-2023-015] – 2024 0223 – 4p
  4. CAP – Consumer Advisory Panel – [FSRA-2023-015] – 2024 0116 – 2p
  5. CLHIA – Canadian Life and Health Insurance Association – Lyne Duhaime – [FSRA-2023-015] – 2024 0223 – 10p
  6. Desjardins Group – Giuseppina Marra – [FSRA-2023-015] – 2024 0223 – 5p
  7. FAIR Canada – Jean-Paul Bureaud – [FSRA-2023-015] – 2024 0209 – 3p
  8. FINANCIAL HORIZONS – Nick Pszeniczny – [FSRA-2023-015] – 4p
  9. Happy Financial Services – NARINDER P SUDAN – [FSRA-2023-015] – 2023 1123 – No Attachment
    • Hi I found it very interesting & informative. I request there should be webinars on best practices time to time making the advisors more efficient and helping them to write trouble free business. Thanks
  10. HUB Financial – HFI – Andrew Fink – [FSRA-2023-015] – 2024 0223 – 3p
  11. iA Financial Group – Renée Laflamme – [FSRA-2023-015] – 2024 0223 – 3p
  12. IDC Worldsource Insurance Network Inc. – Phil Marsillo – [FSRA-2023-015] – 2024 0222 – 2p
  13. IFB – Independent Financial Brokers of Canada – Susan Allemang – [FSRA-2023-015] – 2024 0209 – 3p
  14. PPI Management Inc. – Cathy Hiscott – [FSRA-2023-015] – 2024 0223 – 4p
  15. Primerica Financial Services – John A. Adams – [FSRA-2023-015] – 2024 0226 – 3p
  16. W.P.G – The Wealth Planning Group Inc – Jason Bonneteau – [FSRA-2023-015] – 2023 1123 – No Attachment
    • I wanted to commend the FSRA for finally looking into deceitful practices of multi level marketing companies like [insurance company] and others that consistently bring on unqualified part time people into the financial industry. Multi level market agencies should have no place in financial services. They promote “recruitment” and agencies rather than client needs. I look forward to watching new rules coming into affect which would greatly prohibit this recruitment style agency.
  • 2023 1121 – FSRA – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability – [link]
    • ID 2023-015
    • Open Date – November 21, 2023
    • Comment Due Date – February 9, 2024
    • Proposed guidance on Life Insurance Agent & MGA Licensing Suitability  —  [BonkNote]  —  [link]  —  34p