THE 360 NEWSLETTER
Policy transfers within a corporation can be complicated and result in financial penalties. Read this article to learn more about the importance of advance planning and how your client can avoid these penalties.
Read more in this article from PPI’s Advisor Talk.
Also in this issue
- HollisWealth Advisors Only – Upcoming FundEX and Investia Merger – Checklist of Key Materials
- Improvements to Investia Advisor Centre
- Two Improvements to Investia Mobile App
- Investment Objective Suitability – 15% Variance and Change of Terminology
- Statutory Holiday on June 24 and July 1 – 360 Newsletter and Business Hours
- 2021 Virtual Best Business Practices Roadshows – Presentations on iA Campus
- Economic and Financial Bulletin – Vaccination – Canada Takes the Lead (IAIM)
- Update on IA Clarington Canadian Leaders Class
- Eric Bushell Retirement Announcement
- Monthly Market Snapshot – June 2021