Tools For Brokers


Tools For Brokers & Their Clients
Investment Products - Rates of Return	All Rates are provided by

ANNUITIES
Single Life Male No Guarantee 5 year Guarantee 10 year Guarantee *Single Life Female* No Guarantee 5 year Guarantee 10 year Guarantee	*Joint Life* No Guarantee 5 year Guarantee 10 year Guarantee

RATES
Short Term GIC - Registered ( 0 - 270 days )	Closed Mortgage Rates
Short Term GIC - Non Registered ( 0 - 270 days )	Open Mortgage Rates
Medium Term GIC - Registered (1 - 6 years )	Foreign Exchange Rates
Medium Term GIC - Non Registered ( 1 - 6 years )	Credit Card Rates
Long Term GIC Registered ( 7 - 12 years )	Prime Lending Rate
Long Term GIC - Non Registered ( 7 - 12 years )
RRIF Interest Rates ( 1 - 6 years )	RRIF Interest Rates ( 10 - 25 years )
Calculators
Calculators for Life Planning	RESP Calculator (Registered Education Savings Plan)
Retirement Advisor.ca (*Excellent Tools For Advisors)	More Education Planning Articles & Tips
Retirement Calculator	Loan Payments Calculator
Retirement & Life Planning Articles	Currency Converter
Canadian Association Of Retired Persons (CARP)	Financial Goal Calculator
An Assortment Of Financial Calculators

Financial Websites
Site-By-Site.Com	GlobeFund Website
Listing of Fund Co.'s & Planning Aids	My Financial Site.Com
Fund Code Lookup	Stock Quotes
The Fund Library	Assuris - the CLHIA Compensation Corp.
Financial Viewpoint Educational Library	Canoe Money Website
Yahoo Canada Finance	Morningstar.ca

Insurance Needs & Other Financial Calculators
Life Insurance Needs Calculator	Life Value Calculator
Life Expectancy Calculator	Term Insurance & Other Products Survey
Disability Calculator	Health Care Insurance (What does it cost?)
Long Term Care & How much is the cost	Province of British Columbia - Surgical Waiting List

Underwriting Tools
MedicineNet Inc.	Merck Manual Medical Reference
Lab Test Online Index Of Conditions

Telephone & Postal Assistance
Infospace Canada Phone Reverse Lookup	Looktown Canada Phone Reverse Lookup & Finder
Bell Canada Directory Assistance	Canadian Postal Code Lookup

Broker / Service Support Area - Paramedical Services
Hooper Holmes Portamedic	Toll Free 1-800-663-2072
Medisys	Toll Free 1-800-382-5558
Quality Underwriting (Bodimetrics)	Toll Free 1-800-663-6937
ExamOne (Rapid-Med Plus)	Toll Free 1-800-665-4495
Greengrass Group	Toll Free 1-866-753-6531

Financial & General News Sources
Investment Executive - Canadian Financial News	Vancouver Sun
Canada Wealth Net	National Post
CNN fn (Financial Network)	USA Today
Globe & Mail	Finance Canada.com
The Insurance Journal	Moneysense.ca
Bloomberg.com	Fortune 500
Time	Canada News Wire
Macleans Magazine

Broker / Service Support Area - Association Links
Million Dollar Round Table	CLU Institute (Chartered Life Underwriter)
Advocis	CFP (Certified Financial Planner)
British Columbia Securities Commission	Insurance Council Of British Columbia
Investment Funds Institute of Canada	Inventive Financial Sector Education Institute (LLQP & IFIC Courses Online & CE Credits)
Mutual Funds Dealer Association (MFDA)	CE Network (Earn CE Credits on the web)
Canadian Life & Health Insurance Association	ILS Learning Corporation ( Earn CE Credits )
Independent Financial.Brokers Of Canada	Insurance Link - Online CE Credits
	Pro Seminars (Earn CE Credits Online)
Canadian Academy of Certified Senior Advisors (CSA) Designation	CALU The Conference For Advanced Life Underwriting
Elder Planning Council (EPC) Designation	Advisor.ca Website
Peel Institute

Cards For Clients
Greeting Cards	Yahoo Greetings
Blue Mountain E Cards	E Greetings.Com

Government Links
Canada Revenue Agency *(formerly* CCRA / Revenue Canada)
Government of Canada - Forms	Government of Canada � Departments & Publications
Government Contacts	Provincial & Territorial Governments
Old Age Security	Canada Pension Plan
Social Insurance Number Application Form	Province of British Columbia - Surgical Waiting List

Canadian Consumer Information Gateway Clear concise consumer information organized by familiar topic areas such as: Health, Housing, Money, travel, Fraud & Deceptive Practices, Consumer Products etc.
T-2033 Direct RRSP Transfer (Form)	T-2151 Direct Pension Transfer (Form)
B.C. Locked-in Pension Information

Accounting & Legal Firms
MacKay & Partners C A's	Pushor Mitchell Lawyers
KPMG	Wills & Estate Law Library-Pushor Mitchell Lawyers
Tax Law Library - Pushor Mitchell Lawyers	Canadian Tax Foundation
Canadian Bar Association	BDO Dunwoody
Canadian Taxpayers Federation

Forms
Scan Tech - (Electronic Forms)	T-2033 RRSP Transfer
	T-2151 Direct Transfer

Funerals and Life Expectancy
Why You Should Have A Will	Life Expectancy

Financial Rating Agency Reports
A.M. Best Worldwide Insurance Directory	Moody�s Investor Service
Standard & Poor�s	Ratings of Major Canadian Financial Institutions March 2006

Links to Support Companies and Quotation, Financial Planning, Database Software
CPU Tracker (Client Database)	Pal Track (Funds Software)
Contact Partner (Client Database)	Globe HySales (Funds Software)
Client Info Plus (Client Database)	Global Financial Software (Canadian Financial Planning)
The LifeGuide Professional Software	Naviplan (Financial Planning)
Pref-Master 2000 (Quotation Software)	Profile (Financial Planning)
WinQuote (Quotation Software)	Money Minders Software (Financial Planning)
Globe Blueprint (Financial Planning)	Gobeil (Financial Planning)
CCH (Financial Planning)	RRIFmetric (Financial Planning)
Ativa Interactive (Financial Planning & Concepts)	Trader's Edge (Financial Planning)

Business Supplies, Business Cards for Brokers
Future Shop	Staples
Office Depot	Free Business Cards For Brokers

Software Downloads
Microsoft Downloads	Download.com
Mozilla Web Browser	Freeware File.com

Internet Service Providers
Shaw Cable	Internet Access Provider List of B.C.
Telus

Domain Name Registration
Dot Com Domain Registration	Canadian Domain Registration ( .ca )