Canada
LLQP – Life License Qualification Program
LLQP – Life License Qualification Program 2014 03 – LLQP – Report on LLQP Curriculum – Survey Results, CISRO-OCRA – 24p 2014 03 – LLQP – Life License Qualification Program – Curriculum, CISRO-OCRA – 58p 2015 05 – LLQP – Life License Qualification Program – Curriculum, CISRO-OCRA – 59p https://www.fsrao.ca/sites/default/files/comments/2020-11/Comment%20Letter%20re%20FA%20and%20FP%20Title%20Regulation.pdf E311 – Life Insurance – 2022…
Read MoreCanada – Index
Canada – Index ABCDEFGHIJKLMNOPQRSTUVWXYZ# A Advocis Affinity Life Always Marco Back to top B British Columbia Back to top C Canada Canada – Index Canada – Insurance – Overview Canada – Lawsuits Canada – YouTube CISRO-OCRA – Canadian Insurance Services Regulatory Organizations Crown Life Back to top E Experior Financial Group Back to top F…
Read MoreCISRO-OCRA – Canadian Insurance Services Regulatory Organizations
CISRO-OCRA – Canadian Insurance Services Regulatory Organizations cisro-ocra.com/ LLQP – Life Licence Qualification Program Working Groups CCIR-CISRO Fair Treatment of Customers Working Group – [link] Life Insurance Replacement Declaration (LIRD) Working Group – [link] General Insurance Licensing Qualification Review (GILQR) Committee – [link] 2021-2022 – CISRO – Principles of Conduct for Intermediaries Working Group – [link] 2022 -…
Read MoreCanada – YouTube
Canada – YouTube Affinity Life youtube.com/@HighVibrationCongregation InsurEye Inc. – youtube.com/@InsurEyeIncToronto 2016 0810 – Universal Life Insurance Quotes and Numerous Insurance Tips – [VIDEO-YouTube-00:55] 2021 0822 – Thomas C Chan Financial Services – What Is Universal Life Insurance? Universal Life Insurance Canada – [VIDEO-YouTube-12:07]
Read More2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability
2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability 2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability — [BonkNote] BonkNote Comment – FSRA’s Life Agent and MGA Suitability Guidance – [2023-015] – 2024…
Read MoreRichard Proteau
Richard Proteau ManuLife – Book – The Universal Life SCAM youtube.com/@richardproteau2705 consumerights.ca/ fsconsumeralliance.wordpress.com/ https://www.consumerights.ca/iblog/blog2.html Ward v ManuLife Vanishing Premium Vanishing premiums would never have happened if sales employees had not devised and taught this concept to advisors. https://americanmonetaryassociation.org/2015/03/16/ama-114-the-universal-life-insurance-scam-with-richard-proteau/
Read More2023 1121 – FSRA – [2023-015] – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability – Project
2023 1121 – FSRA – Proposed Guidance on Life Insurance Agent & MGA Licensing Suitability – Project 1914 Change no damage accountability – white paper 2010-Blumenthal v New York Life – Deposition – Universal Life Policy – accountability – p90 ejm – ul – dinney dinney – I didn’t explain it very well ef hutton if…
Read MoreIRP – Insured Retirement Plan
IRP – Insured Retirement Plan Canada SOA – 1950s 1950 – SOA – Discussion – Actuarial Note: The Valuation of Self-Insured Retirement Plans, Society of Actuaries – 7p 1959 – SOA – Gain and Loss Analysis for Pension Fund Valuations, Society of Actuaries – 61p
Read MoreExperior Financial Group
Experior Financial Group experiorfinancial.com/ Established in 2014, Headquarters in Guelph, Ontario and Cheektowaga, New York, Founders CEO, Jamie Prickett and President, Lee-Ann Prickett youtube.com/@JamiePrickett
Read MoreAdvocis
Advocis advocis.ca/ advocis.ca/submissions/ 2015 0915 – Advocis – Comment – Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives – 274p 2016 0715 – Advocis – Comment – Re: CCIR – Segregated Funds Working Group Issues Paper, May 2016 – 46p CLHIA Reference Document IVIC Suitability Needs-Based Sales Practices (February 2013) provides a fulsome discussion…
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