A Trusted Partnership
How we’re moving forward to meet your business needs
Being an independent advisor is more challenging than ever. You have told us that you need a partner—but not just anyone. You need a partner who understands your immediate needs and your long-term goals. And one who gets your local perspective and can deliver personalized service to support your success.
We are poised to be your trusted partner.
Nick PszenicznyPresident & Chief Executive Officer
New roles to support your business
Investing in new roles to empower your success Who couldn’t use another member on their team?
Sharing Ideas
On the Sharing Ideas page on TrustedAdvice.ca, you’ll find engaging videos from thought leaders, like:
Professional development
Our Centre for ExcellenceTo support your ongoing professional development, our Centre for Excellence is bringing you the programs and content you need to drive forward. Behind the scenes, we’re also working on:
- A program to help with the training of new advisors.
- A collaboration with Life Design Analysis (LDA) and carrier partners in order to help you illustrate term conversion opportunities and provide valuable advice to your clients.
Compliance
Have you checked out the Compliance menu on the Advisor Portal lately? It has been completely revamped with new content and a new structure to make it easier for you to find what you’re looking for.
On the Advisor Portal you’ll also find a series of educational sessions to help you keep aligned and prepared with current regulatory expectations. These remote sessions represent a significant enhancement on top of the expert and personable support made available to you through our Compliance team.
Topics include:
- Being audit ready
- File management
- Conflicts of interest
- Needs analysis
- Rebating, referral fees, and commission splitting
- Anti-money laundering
- Privacy
- Client complaints
Contact your local team for the details.
“I love working side-by-side with our advisors to ensure compliance within their business, helping to support them in their success within the industry.”
“Supporting our advisors through compliance matters in today’s world provides me with a tremendous amount of satisfaction. Whatever the task at hand requires—consider it done.”
“I support and coach advisors in order to help them both understand and embrace compliance.”
Technology: moving forward
When we spoke with advisors about how we can deliver more value, one word came through loud and clear: technology. It is our responsibility to help you amplify the power of your advice through technology and access to information.Initiatives in progress include:
- Introduction of our Digital Advisory Council—we’re engaging directly with advisors to understand and respond to your needs.
- Development of our long-term digital strategy to help you succeed today and in the future.
- Maintaining TrustedAdvice.ca as a reliable online resource for timely industry information.
If you have any input, please let your local team know.
TrustedAdvice.ca
Relevant and timely resources at your fingertips Top content includes:
Excel Private Wealth
Excel Private Wealth is in the process of becoming a dynamic, full service, national mutual fund
dealership.
It has never been a better time to partner with us.
Contact us today to learn more.
Excel Private Wealth is a subsidiary of Financial Horizons Group.
Louise-Marie.Rousseau@excelgestionprivee.com
514.356.2410 x4108 "I'm proud to work with advisors everyday. Our team strives to give the best support and provide access to leading tools and specialized programs, all to help them take care of their clients’ needs and achieve their business goals. Our expertise and energy are fully invested in their success."
Joane.Bourdeau@excelgestionprivee.com
514.356.2410 x4115 "I’m proud to work with my colleagues towards continued improvement of our operations—developing the skills of my team and offering support to advisors so that they can achieve their goals. This is what it’s all about.”
Benoit.Tremblay@excelgestionprivee.com
TSF/TF : 866.446.4330 x 5411 "I'm a people person, so working with advisors and the whole team here is terrific. It's a very exciting time - I'm actively building new tools and training sessions for Excel Private Wealth that will really make a difference for our advisers.
Coast to Coast, we’re here to help
"With clients facing so many challenges in today’s financial climate, it’s fundamental that our advisors have the support they need and a trusted resource. We take pride in stewarding advisors and their practices to ensure their clients are in good hands."
"As a key partner for our advisors and their practices, our primary focus is understanding the challenges they face on a daily basis. We want to help by providing timely and effective resources to assist them in supporting their clients’ financial needs—helping them reach their business goals."
“No two days are the same. I love having the opportunity to adapt to evolving needs and new situations for our advisors.”
“My job is to be a reliable resource to advisors in every aspect of their business. The goal is to make an advisor’s life as simple as possible as their job is incredibly difficult.”
“Each member of our team brings something unique to the table to support our advisors. I’m excited to be a part of the team.”
“It is critical for me to reach out to all my advisors to provide continued business support and to let them know I care. Remaining personal while highlighting options and tools like our TrustedAdvice.ca have been how I have added value.”
“It’s all about partnership. I work to build strong partnerships between advisors, our team, and our carrier partners.”
“We grow together with advisors. Though coaching advisors is a key part of my role, I learn a lot from them too!”
“I work closely with our advisors to help them achieve their goals and to drive their businesses forward.”
“I pride myself in bringing ideas to life for the benefit of our advisors. At the end of the day, advisor success and our success are linked. I am motivated to explore training opportunities and tools that will help advisors succeed today and well into the future.”
Rewarding Excellence
Across the country, advisors like you have worked tirelessly to support clients during the COVID-19 pandemic. President’s Circle is a premier opportunity to:
- Hear from a lineup of dynamic speakers.
- Connect with advisors from across the country.
- Celebrate your success with your peers.
The next President’s Circle conference will take place in April 2022 at the Four Seasons Resort, Orlando.
We’ve added more time to qualify. To find out where you stand, or to find out about the rewards you could earn, contact your local branch office.
Group Benefits business counts towards President’s Circle qualification.
What’s more, our Group Benefits Support Team provides holistic support to save you time and energy.
Contact the team at: group@financialhorizons.com
Advisors at the center of all we do
Branch roles: How we support you*new policy generated and/or compensation
**no new policy and/or compensation generated
Carrier showcase
New products and concepts to meet today’s client needs
Wage loss replacement plan resources help business owners understand how this plan can benefit their business.
Social media posts Wage loss replacement plan tool, new tax article and client brochure.
Better Conversions with Partial Conversions with Carry Over
Your clients can get permanent protection and keep overall coverage at an affordable rate. They’ll have the flexibility to convert a portion of a term coverage amount to a permanent plan and carry over the remaining amount as a new Term Insurance Rider (TIR) without providing evidence of insurability. By doing this, the Term period is reset helping to avoid expensive renewal rates. And don’t’ forget, your clients can change their coverage to a longerTerm period at the time of conversion if done in the first five years, without medical evidence!
Newsroom (manulife.com) - Advisor Portal login required
Sun Par Accumulator now offers improved growth at a lower cost. Above par.
Sun Life is making great enhancements to Sun Par Accumulator II. They’ve lowered base premiums. They’ve also increased early cash values and Plus premium room. These benefits can make it a go-to solution for Clients looking to maximum fund or leverage their participating policy.
Learn more at sunlife.ca/abovepar
Earn up to 15% more FYC with Fast & Full
The award-winning Fast & Full Life App includes fully-integrated screen sharing software, eHQ and ePolicy delivery options. For a limited time earn up to 15% more FYC vs. paper.
Streamlining insurance with EVO!
Treat yourself and your clients with an intuitive, adapted sales experience thanks to EVO.
Your innovative technological insurance platform that offers many advantages:
1. Instant acceptance up to $2M for all life insurance products*
2. No systematic medical requirements*
3. Contracts issued in under 24H
4. One of the best remote sales platforms in Canada
*Some conditions apply
EZcomplete® – Equitable Life’s online application
Using our EZcomplete® online application allows you to keep your distance while keeping your business moving forward. Log in to EquiNet® and click on the EZcomplete Online Application link in the selection panel at the top of the page.
Forward together
We are determined to be the partner your business needs. To do this, we’re listening to you, enhancing our offering, and making sure we have the right people in place to move forward together.
Reach out today, we’re here to help.
Contact a local team member today.
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