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Material for Advisors and MGAs

NOTE: These documents are temporarily unavailable. New versions compliant with our accessibility standards will be available soon. For more information please contact

Best Practices

CLHIA Standardized Advisor Practice Review for Use in the MGA Channel
August 2017

Advisor Disclosure
December 2016

Advisor Disclosure Best Practices - Training Module
June 2017

The Approach: Serving the Client Through Need-based Sales Practices
November 2016

Serving Clients Through Needs-Based Sales Practices - Training Module
June 2017

Advisor Disclosure (Group Benefits and Group Retirement)
September 2005

IVIC Suitability
Needs-Based Sales Practices
October 2016

Point of Sale Disclosure
Implementation of New Requirements for Segregated Funds

April 2010


Advisor Screening Questionnaire
For use by Managing General Agencies Screening Advisors for Suitability
October 2018

MGA Compliance: A Risk-based Approach for Compliance Programs in the MGA Channel
October 2018

Advisor Screening Confirmation Request
August 2014

Replacement Disclosure
A Guide to Preparing the Written Explanation
Required for the Life Insurance Replacement Declaration
August 2014

Standardized MGA Compliance Review Survey
August 2014

Notices & Information

CRTC Unsolicited Telecommunications Rules
Life and Health Insurance Industry Practices
July 2008

Important Notice to All Insurance Agencies: Corporate Errors and Omissions Insurance
March 2008