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This section will contain the common used forms 

 Optimun Rented and Seasonal Dwelling Policy Wording 

Optimum Rented dwelling policy changes 


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Life Insurance

Estate Multiplier - Transfer Taxable Capital to Tax Free Capital

Canada Life

Life Insurance

  • Canada Life Participating Policy Dividend Scale
  • Canada Life Paticipating Policy Dividend (Chinese)
  • Canada Life Dividend Policy
  • Canada Life Historical Performance
  • Canada Life Application -  sign in required

  • Universal Life Rates

  • Canadian Equity

    Segregatd Fund

  • Segregated funds vs. mutual funds: Understanding your options
  • Segregated funds vs. mutual funds: Understanding your options-Chinese
  • Segregated fund policies at a glance
  • Lifetime income benefit client brochure
  • Chinese – Lifetime income benefit client brochure
  • Segregated fund information
  • Segregated fund information - Investments tailored to protect you
  • Chinese - Segregated fund information - Investments tailored to protect you
  • Canada Life Segregated fund application - w/fund codes
  • Current Versions:

  • Life Application 405 CAN (6/12),

  • DI/CI Application F541 (11/11),

  • New Seg Funds Application 46-7135 (5/12),

  • Generations Application 148 CAN (4/11),

  • Annuity Application 188 CAN (1/12),

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  • Concourse 1.0 with Zoom 13.1 (6/12)

  • Fund Facts for following Segregated Funds

  • CAN Real Estat (GRA)
  • CAN Index Cdn Bond (TD)
  • CAN Core Balanced Gro Plus
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  • Business Owner Wealth Transfer Strategy

  • Will I have enough to last my lifetime?

     

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    Sun Life

     

     

  • Rates
  • SunUniversal Life Rate of Returns
  • Current Guaranteed Rates
  • Sun Life Participating Account
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    Manulife

  • UL Investment Choices - Rate
  • Critical Insurance

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