Uncovering the secrets to effective CI sales
A new eLearning module “Uncovering the secrets to effective CI sales” is now available on Transamerica.ca and it offers you the chance to earn valuable CE credits! If you’re new to selling CI products this module will give you some tools and strategies to jump right in. If you are already selling CI we want to help you continue to hone your strategies so you can help even more clients get a broader spectrum of coverage. We feel that the industry has not done its best when it comes to selling CI and this module is about learning from the past and helping you grow your business for the future!
Advisor Rewards Program – The lovely lace of Malta
Most countries have a craft that they are known for and in Malta that craft is lace making. The Maltese have been making lace since the 16th century and you can pick some up when you join us for the 2016 Transamerica Advisors Rewards program, Drink it in! Malta.
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Our service and processing availability during the holiday season
Season’s greetings to all our valued distributors and advisors!
We’d like to take this opportunity to thank you for your business and support throughout 2014, and to wish you and your staff all the very best for the upcoming holiday season. We look forward to another rewarding year of doing business with you in 2015.
For your convenience, we have included a summary of our company’s service and processing availability during the holiday season. [...]
icanorder outage – November 22
Icanorder will be unavailable on Saturday, November 22 between 1:30 pm – 6:30 pm for routine maintenance.
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Quebec new replacement forms – Mandatory as of October 22, 2014
Effective October 22, 2013: The Autorité des marchés financiers (AMF) amended section 6 of the Regulation respecting the pursuit of activities as a representative prescribing the needs analysis that must be done before completing an insurance proposal or offering an insurance product containing an investment component, including Individual Variable Insurance Contracts (IVICs).. [Read more...]
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