Broker - Life Insurance and Living Benefits
Your Advisor Centre
See all our information and sales concepts related to our life insurance, health and disability insurance (living benefits) products.
- Marketing documents
- Forms
- Guides
General Information
- K036 Health Insurance (PDF - 1 page)
- K1001E Life Insurance Summary (PDF - 1 page) UPDATED
- T085 Family of Products (PDF - 6 pages) UPDATED
Term Life Insurance
- K1001E Life Insurance Summary (PDF - 1 page) UPDATED
- K3007 Summary Fixed Term Life Exchange (PDF – 2 pages)
- T1004E Comparison table Pure and Enhanced series (PDF - 2 pages)
- See all our concepts
Permanent Life Insurance
- K002 Enhanced T100, leaflet (PDF - 6 pages) UPDATED
- K014 Affirmative, leaflet (PDF - 8 pages)
- K079 Simplified Advantage, leaflet (PDF - 8 pages)
- T1004E Comparison table Pure and Enhanced series (PDF - 2 pages)
Critical Illness Insurance
- K004 Extended Second Chance, leaflet (PDF - 8 pages)
- K012 Second Chance Children, leaflet (PDF - 8 pages)
- K032 Simplified Second Chance, leaflet (PDF - 8 pages)
- K3005 Summary Critical Illness Term Insurance (PDF – 2 pages)
Concepts
- K040 Credit Protection Insurance, leaflet (PDF - 6 pages)
- K042 Credit Protection Insurance, worksheet (PDF - 4 pages)
- K050 Mortgage Credit Insurance, table (PDF - 4 pages)
- K054 Disability Income Benefit Rider, table (PDF - 4 pages)
- K058 Rent Insurance, leaflet (PDF - 2 pages)
- K060 The Family Plan, leaflet (PDF - 6 pages)
- K099 Support Payment Insurance, leaflet (PDF - 2 pages)
Administration
- Authorization for the Disclosure of a Driving Record by the SAAQ (PDF - 1 page)
- Authorization to Disclose Medical Information (PDF - 1 page)
- Authorization to Disclose Medical Results (PDF - 1 page)
- Charitable Donation of Life Insurance Policy (PDF - 2 pages)
- Collateral Assignment (Outside Quebec) (PDF - 1 page)
- Designation of Subrogated Policyholder (PDF - 1 page)
- Designation of Two Subrogated Policyholders (PDF - 1 page)
- IND001E Life Saver - Annual Premium Adjustment (PDF - 2 pages)
- IND002E Life Saver - Additional Contribution (PDF - 2 pages)
- IND003E Life Saver - Investment Instructions (PDF - 2 pages)
- IND034E Verification of an Entity's Identity (PDF - 5 pages)
- IND040E Verification of Tax Classification (FATCA AND CRS) - Individual (PDF - 1 page)
- IND041E Verification of Tax Classification (FATCA AND CRS) - Entity (PDF - 3 page)
- IND051E Declarations for Designation or Change of Irrevocable Beneficiary in Nova Scotia (PDF - 1 page)
- IND058E Authorization to Disclose Information to the Advisor or to the General Agent (PDF - 1 page)
- IND069E Change of Beneficiary - Critical Illness (PDF - 2 pages)
- IND075E Identification of Politically Exposed Persons and Heads Of International Organizations (PDF - 2 pages)
- IND078E Change of Beneficiary - Life Insurance (PDF - 2 page)
- IND080E Resolution of the Board of Directors (PDF - 1 page)
- IND100E Extra Premium Review - Exclusion Review (PDF - 1 page)
- IND102E Changing of Premium Payment Method (PDF - 1 page)
- IND103E Preauthorized Debit (PAD) Agreement (PDF - 1 page)
- IND104E Release from assignment (PDF 1- page)
- IND106E Reinstatement (PDF - 1 page)
- IND107E Preferred Rate (PDF - 1 page)
- IND108E Cancellation - Surrender (PDF - 2 pages)
- IND117E Hypothecation of Rights under an Insurance Contract (Quebec) (PDF - 1 page)
- IND121E Verification of an Individual's Identity (PDF - 1 page)
- IND139E Designation or Change of Contingent Beneficiary (PDF - 1 page)
- IND147E Declaration of Name (PDF - 1 page)
- IND153E Confirmation of Insurable Risk (PDF - 1 page)
- IND177E Medical Authorization (PDF - 1 page)
- IND206E Contract Change (PDF - 2 pages)
- Opinion Request (PDF - 1 page)
- Policy Assignment (PDF - 1 page)
- Transfer of Coverage (PDF - 1 page)
Questionnaires
- IND012E Musculoskeletal Disorders Questionnaire (PDF - 3 pages)
- IND013E Back or Neck Disorders Questionnaire (PDF - 3 pages)
- IND014E Respiratory Disorders Questionnaire (PDF - 2 pages)
- IND015E Diabetes Questionnaire (PDF - 3 pages)
- IND016E Disabilitiy Income Benefit Questionnaire (PDF - 2 pages)
- IND017E Psychological Disorders Questionnaire (PDF - 2 pages)
- IND018E Intestinal Disorders Questionnaire (PDF - 2 pages)
- IND020E Driving Record Questionnaire (PDF - 2 page)
- IND021E Drug or Opiate Use Questionnaire (PDF - 2 pages)
- IND022E Criminal Record Questionnaire (PDF - 1 page)
- IND023E Indoor and Outdoor Climbing Questionnaire (PDF - 2 pages)
- IND024E Aviation Questionnaire (PDF - 2 pages)
- IND025E Racing Questionnaire (PDF - 1 page)
- IND026E Hang Gliding Questionnaire (PDF - 1 page)
- IND027E Sky Diving Questionnaire (PDF - 1 page)
- IND028E Scuba Diving Questionnaire (PDF - 1 page)
- IND029E Hazardous Sports Questionnaire (PDF - 1 page)
- IND030E Financial Questionnaire (PDF - 1 page)
- IND031E Alcohol Use Questionnaire (PDF - 1 page)
- IND032E Travel and Residence Abroad Questionnaire (PDF - 2 pages)
- IND043E Declaration of Insurability (PDF - 8 pages)
- IND045E Children's Life Insurance Rider - Questionnaire (PDF - 4 pages)
- IND046E Children's Critical Illness Rider - Questionnaire (PDF - 9 pages)
- IND134E Epilepsy Questionnaire (PDF - 2 pages)
- T032 Simplified Advantage Application (PDF - 8 pages)
- T056 Affirmative Application (PDF - 8 pages)
- T071 Application Supplement - Life Insurance and Critical Illness Insurance (PDF - 4 pages)
- T073 Life Insurance and Critical Illness Application (PDF - 32 pages)
- T079 Simplified Second Chance Application (PDF - 8 pages)
Claims
- Accidental Fracture Claim (PDF - 1 page)
- Death - Claimant's Statement (PDF - 1 page)
- Death - Physician's Declaration (PDF - 1 page)
- Foreign Death - Claimant's Questionnaire (PDF - 2 pages)
- IND009E Disability Income Benefit - Payment Instructions (PDF - 2 pages)
- IND217E Critical Illness - Attending Physician's Statement (PDF - 3 pages)
- IND218E Critical Illness - Insured's Statement (PDF - 4 pages)
- IND220E Critical Illness - Attending Physician's Statement - Coronary bypass surgery - Myocardial infarction (PDF - 3 pages)
- IND221E Critical Illness - Attending Physician's Statement - Coma (PDF - 2 pages)
- IND223E - Critical Illness - Attending Physician's Statement - Kidney Failure (PDF - 3 pages)
- IND224E Total Loss of Autonomy - Long Term Care - Insured's Statement (PDF - 2 pages)
- IND226E Long Term Care - Attending Physician's Statement (PDF - 3 pages)
- IND227E Total Loss of Autonomy - Attending Physician's Statement (PDF - 2 pages)
- IND228E Total disability - Insured's Statement (PDF - 3 pages)
- IND230E Involuntary Loss of Employment - Insured's Statement (PDF - 2 pages)
- IND232E Hospitalization due to COVID-19 (PDF - 2 pages)
- M311 A Disability Income Benefit - Physician's Declaration (PDF - 2 pages)
- M315 A Medical Authorization (PDF - 1 page)
- Z178 Claimant's Preliminary Report (also for Safe Driver) (PDF - 2 pages)
- Required Documents and Consent - Transaction Fees - Service Fees (PDF 45 pages)
- Simplified Advantage Calculator (XLSX)
- IND133 Underwriting Requirements (PDF - 2 pages)
- Underwriting Guide for Advisors (you will be re-directed to the Advisor Centre, then select Document Centre tab)
- IND212 Immigration and foreign residency guidelines (PDF - 3 pages)