Here are a few quick updates to keep you in the loop:
- New CI Limits
Critical illness insurance limits have increased to $4 million.
Details will be published on Webi this week, with additional info to follow. Special quote procedures will be outlined in the official communication. Reach out if you have questions!
- Term Life Enhancements – Effective Oct 27
We’ve updated our term life products to better meet your clients’ evolving needs. Highlights include:
- Automatic renewal every 5 years (up to age 85)
- Extended conversion & association options (to age 70)
- Exchange option extended to 7 years
- Illustration limit increased to $25M
- More competitive pricing, with premium decreases up to 18%
Join us Oct 28 for a webinar: MasterClass: Term Life Insurance - A Flexible Solution to Meet Your Clients’ Evolving Needs
- Advanced Case Consultant – Anthony Markin
Anthony Markin is an experienced financial professional with over 30 years of expertise in wealth management, tax planning, and strategic advisory for business owners and high-net-worth families. He has held senior roles at major Canadian financial institutions, where he specialized in integrated estate and succession planning.
In his current role at Desjardins Insurance, Anthony supports advisor networks across Western Canada by delivering advanced life insurance solutions and tax-efficient strategies tailored to high-net-worth and entrepreneurial clients. Known for his technical depth and collaborative approach, he helps clients build, protect, and transfer wealth across generations.
He holds an MBA from Simon Fraser University, a B.Com. from the University of British Columbia, and professional designations including CPA, CA, FEA, CFP, and TEP.
Let me know if you'd like to connect with Anthony or need illustrations over $25M!