THE 360 NEWSLETTER
You already know the many benefits of today’s life insurance option, but do your prospects and clients? We’ve put together this easy-to-use tool to illustrate the basics. Be sure to share it with them today!
Read more in this article from PPI’s Advisor Talk.
Also in this issue
- Client Fee Updates – Customizable Client Letters, Administrative Fee Schedule and FAQ Reminder
- Investia 2022 Tax Guidelines
- Reminder – Account Status in Univeris
- Client Portal Starter’s Guide
- Technical Difficulties – Notifications
- KYP Tool Enhancement – High Net Worth (HNW) Update
- NCAF and KYC Update Form and Common Compliance Inquiries
- Reminder – Investia Investor Profile Questionnaire
- Phone Greeting Language Based on the Province
- iA Clarington PM Webcast with Wellington Square
- iA Wealth 2022 Recommended Funds List