THE 360 NEWSLETTER
Protecting Your Clients’ Retirement With Critical Illness Insurance (PPI)
Industry news November 24, 2022Your client has some retirement dollars saved, but have they implemented the added step of protecting their investments in case of a severe illness? Share this article with your clients to demonstrate the power of critical illness insurance.
Also in this issue
- Multi-Factor Authentication (MFA) on the Investia Client Portal – New Web Page and Turnkey Letter
- Internal Transfers Between Investia Nominee Plans – Important Reminder
- Product Approval Requests
- Reminder – Application for 2023 Temporary Income (Investia Nominee Accounts)
- Reminder – RRSP to RRIF Transfers at 71
- Reminder – Payment of the Minimum Annual Amount (Investia Nominee Accounts)
- Two New Client Articles
- Foreign Tax Reporting Requirements (FATCA/CRS) – Consequences of Non-Compliance Effective January 1, 2023
- December’s Water Cooler Chat and Link to the Last Event
- Two-Factor, Foolproof Protection Against Password Attacks