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Now available:

Upcoming Term Renewals on My Advisor Dashboard

You can download the list with additional information, including the policy details (policy number, issue date, conversion expiry date, product, annualized premium, face amount, renewal date) and client details (owner and insured name, age, sex at birth) in .csv format. Your list will be refreshed weekly, so please check back regularly for updates.

When you log in to My Advisor Dashboard, you will now see a new feature under the Business Support quick links called Inforce Business Opportunities, and a new report Upcoming Term Renewals.

Use this list to reach out to clients with a term renewal, discuss their needs and provide them with options to replace their policy (if they are healthy), convert their policy or renew their policy.

To access Inforce Business Opportunities, please log in to My Advisor Dashboard using the button below. 

Please join us for our next TRIIPSS Webinar:
Creditor Protection, Insurance Products and the Canada Revenue Agency (CRA)

Life insurance and life insurance products are often used to provide for family members in the event of a death. However, have you considered what happens in situations where an estate does not have sufficient resources to pay its tax liability and there are named individuals as beneficiaries of a life insurance or segregated fund policy?

This webinar will focus on creditor protection for life insurance /insurance products and how an estate’s tax liability can impact that protection.

Date: Wednesday, October 26, 2022
Time: 1:00 p.m. to 2:15 p.m. ET

This webinar is also available in French on Thursday, October 27, 2022 at 10:00 a.m. ET

Upcoming mailing to RRSP customers who are Age 71

In mid-October you will receive copies of letters being mailed to all of your customers who hold an RRSP/LIRA and will reach Age 71 by the end of this year. These customers must collapse their registered savings plans by the end of 2022. The letters explain what options are available to them and also indicate that their contract default will be applied if we have not received instructions by December 7^th, 2022. 

Incorporating Inflation into Financial Planning
Improving success in life and finances

In our new blog post, we explain how a properly structured financial plan that considers debt, cash flow and insurance can help provide investors direction, options, predictability and peace of mind in the face of inflation. This blog post will help clients understand the impact of inflation on their ability to reach their goals over time. Feel free to share this with your clients.

Now Available: 

Did you know that you can register for access to the Dynacare portal to view status updates?

Advisors and MGA can now register for the Dynacare portal. This feature will allow you to stay connected with your clients. You can choose to receive status notifications to stay alert on any new updates when setting up your profile.

If you require assistance, please contact Dynacare directly at

1 800 361-3771.

Fast & Full eBundle Bonus is extended until December 31, 2022!

Until December 31, 2022, you can keep earning 15% or 20% more FYC¹ by submitting new life and health insurance applications using the Fast & Full Life App when clients select and complete the Electronic Health Questionnaire (eHQ) and choose and receive eContract Delivery as compared to submitting paper applications and receiving a paper contract.

Underwriting: Adverse Decisions

One of our top new business reissue reasons is coverage or plan change due to adverse decisions. To provide advisors adequate time to review these cases with their clients prior to issue, we will now hold rated files in Underwriting until confirmation is received to proceed to issue.  If no response is received within 10 business days, the file will be not proceeded with and closed.  

Effective Tuesday, October 11th, 2022, when you receive an email from Underwriting to advise of an adverse decision, please ensure you review and discuss with your client immediately and advise how to proceed to avoid the policy being closed. Please ensure you reply directly to the original email from Underwriting to avoid any delays.  

Our Customer Service team will continue to assist you with any questions you may have.

Holiday Hours and Year End Settle Dates

Please see link below for important dates for year end.