Advisor Services
Assumption Life
iA Financial Group
- Public Site | Advisor Site
- Life Insurance Rates & Values (Funds, Guaranteed) | Investment Funds Performance
Blue Cross Canada
iA Excellence
BMO Insurance
Canada Protection Plan
La Capitale
- Public Site | Advisor Site
- Investment Funds Performance
- Insurance & Investment Applications & Forms
Canada Life
Manulife Financial
Desjardins Insurance
RBC Insurance
SSQ Insurance
Equitable Life
- Public Site | Advisor Site
- Life Insurance Rates & Values | Investment Funds Performance
- Insurance & Investment Applications & Forms
Sun Life Financial
Foresters Financial
UL Mutual
iA Financial Group
iA Excellence
- Illustration Software v 4.4.0
Foresters Financial
BMO Insurance
Canada Protection Plan
Equitable Life
Blue Cross Canada
UL Mutual
- Illustration Software v 2.3.1
Humania Assurance
Assumption Life
Canada Life
Desjardins Insurance
- Illustration Software: FUSION Menu v 7.2.0| Insurance Illustration v 1.0.0
Empire Life
- Illustration Software v 10.8 (Install Key: EFG-MG42T)
RBC Insurance
SSQ Insurance
Sun Life Financial
Compliance Required Documents
- Advisor Disclosure Form
- Need Analysis
- Reason Why Letter
- LIRD
Code of Conduct Policy
- MAX FINANCIAL Advisor Code of Conduct
Anti-Money Laundering
- AML Program User Guide
Privacy Policy
- MAX Financial Advisor Privacy Policy
- MAX Financial Privacy Breach Policy
Point of Sale Disclosure
- Point of Sale Disclosure for Segregated Funds Rules
- Additional Segregated Fund Disclosure
Replacements
- Replacement Disclosure Guide
- LIRD – Life Replacement Declaration
National Do Not Call List, Anti-Spam and other Telemarketing Rules
- CLHIA Industry Rules & Practices
- Anti-Spam Rules & Regulations
FATCA
- FATCA Agreement
Financial Needs Analysis
Retirement Planning
Investing & Saving
Taxation
WinQuote™
The WinQuote™ term insurance comparison and information service for Canadian consumers is run on the web-based versions of the most advanced and feature packed insurance quotation, comparison and evaluation software in Canada, including LifeGuide® and CompeteCA™. These software systems set the standards for independent, multiple company life insurance software in Canada.