Assumption Life

• Illustration Software LIA (ID and password issued by Assumption Life is required for use)

BMO Insurance

• Illustration Software

Blue Cross Canada

• Illustration Software

BENEVA

• Illustration Software

Canada Protection Plan

• Online Illustrator

Canada Life

• Illustration Software

Desjardins Insurance

• Illustration Software

Equitable Life

• Illustration Software

Empire Life

• Illustration Software

Foresters Financial

• Illustration Software

Humania Assurance

• Illustration Software

iA Financial Group

• Illustration Software

iA Excellence

• Illustration Software

ivari

• Illustration Software

Manulife Financial

• Illustration Software (You must log into Repsource to download this)

RBC Insurance

• Illustration Software (CD Key: 62B46)

Sun Life Financial

• Illustration Software

Serena Life Financial

• Illustration Software

The Edge Benefits

• Online Illustrator

UV Insurance

• Illustration Software

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

• MAX Financial AML

Privacy Policy

• MAX Financial Advisor Privacy Policy
• MAX Financial Privacy Breach Policy

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

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.