Sales Tools

• CI Sales Tools
• Wealthcare
• Annuity Illustrator
• Life Sales Concepts

Publications

• Taxing Issues

  Detailed, timely information on Canadian tax matters relating to Retail Savings & Retirement and Insurance products published by Standard Life's Retail Markets Division

• Other Tax Related Items

  Information in summary form about various tax matters

• Pension Splitting

  Everything you need to know about pension splitting

• InfoFlash

  Valuable administrative information about our products and the industry

Reference

• Administrative Guidelines
  • New Business Guidelines - Summary (How to)
  • New Business Guidelines - Detailed
  • Servicing Guidelines - Detailed
• Total Customer Satisfaction (TCS)

• Code of Ethics
• Errors & Omissions (E&O) Insurance Program
  - Apply directly for coverage with Marsh Canada
• Compliance