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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Affinity Life Philip Setter affinitylife.ca/ youtube.com/@AffinityLife 2023 0607 – Affinity Life – Insurance MLM’s Under Investigation by FSRA-They’re BUSTED Now! – [VIDEO-YouTube-14:31] [Bonk: Add: Report – 2022 0928 – FSRA – CCIR cooperative MGA-focused thematic review – Consolidated observations report  —  [link]  —  30p 12:00 – it’s the Wild West for the last 20, 30 years Nobody wants to…

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British Columbia 2021 – Insurance Council for British Columbia – Guidelines for Managing General Agents Role and Responsibilities in the Distribution of Life Insurance in British Columbia – DRAFT FOR CONSULTATION – 13p BACKGROUND The Insurance Council of British Columbia (“Insurance Council”) first introduced its guidelines for managing general agents (“MGA”) in 2012 (as per Council…

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2023 10 – FSRA – Report – Market Conduct: Life and Health Insurance Agents – Life Agent Thematic Examinations: Tiered Recruitment Model MGAs – 43p 2023 1003 – FSRA – Strengthening oversight and accountability of the life insurance sector – [link] As part of FSRA’s enhanced sector supervisory approach, today FSRA is releasing two reports: 2023…

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2021 0728 – FSRA – Report – Insurer-MGA Relationship Review Report – 25p 2021 0728 – FSRA – Insurer-MGA Relationship Review Report  —  [BonkNote]  —  [link]  —  25p   Contents Executive summary  …………. 2 Introduction  ………… 5 Detailed observations  ……………….. 6 1. Understanding distribution channels  ……….. 7 2. Screening and Onboarding of MGAs  ……….. 8 3. Insurer-MGA agreements &…

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Manitoba   Hansard – [link] Hansard is the official verbatim transcript of the debates of the Legislative Assembly of Manitoba and its committees. 1997 0508 – gov.mb.ca/legislature/hansard/36th_3rd/vol_042b/h042b_5.html 1997 0508 – Manitoba – Hansard – 80p [Vanishing Premiums] Legal Cases United States Canada [Guaranty Funds / Insolvencies] CompCorp and PACIC Confederation Life Northern Union [Vanishing Premium} (p18…

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Greatway Financial greatwayfinancial.com/ greatwayfinancial.com/about-us 2010: Birth of Greatway – Greatlife Financial transformed into Greatway Financial, and started as a small Managing General Agency (MGA), with 60 advisors, committed to growing a life-changing organization with integrity centered around the promise of doing better for people. greatwayfinancial.com/our-staff Marlon Antonio – Founder & Lead Mentor 2018 0621 -…

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FSRA – Financial Services Regulatory of Ontario fsrao.ca/ fka – FSCO fsrao.ca/borrowing-purchase-life-insurance-products-risks-and-suitability FSRA – Unfair or Deceptive Acts or Practices (UDAP) – [link] Consultation – [link] 2023 1121 – FSRA – Proposed guidance on Life Insurance Agent & MGA Licensing Suitability  —  [BonkNote]  —  [link]  —  34p 2024 0209 – FSRA – [2023-015] – Comments – Consultation for Proposed…

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