1 Advisor Disclosure & Privacy Statement 200624
2a Know Your Client for New Business 210324
2b Know Your Client Update 210324
2c Investment Fund Sales Charge Disclosure Form 210324
3 Life Insurance Needs Analysis Worksheet 200624
4a Reason Why Letter – Whole Life 200624
4b Reason Why Letter – Term 200624
4c Reason Why Letter – Life Insurance with Proposed Benefits 200624
4d Reason Why Letter – Client Initiated Insurance Plan 200624
4e Reason Why Letter – Critical Illness 200624
4f Reason Why Letter – Long Term Care 200624
5 Leverage Loan Review Worksheet 200624
6a Reason Why Letter – Segfunds Registered 210324
6b Reason Why Letter – Segfunds Non-Registered 210324