PPI Toolkit Direct

LAUNCH | web-based presentations, compliance documents and quick access to industry-wide illustration software

Run mobile-friendly needs analysis, insurance funding options, estate protection calculators and presentations, plus PPI’s Practice Assistant with customizable compliance documents. See and update the status of your software at the press of a button! Learn more.

AmpLiFi

LAUNCH | software that identifies sales opportunities in your in-force block, generates leads and, customizes sales presentations

Use AmpLiFi to identify sales opportunities, such as term conversions, re-writes, and switches, policy anniversaries and client birthdays, within your inforce policies, generate leads, and run, share and track engagement with customized sales presentations. Available to qualified users. Speak with your PPI Collaboration Centre for more information. Register here.

Compulife (Simplified)

LAUNCH | web-based insurance premium surveys

Compare the premium rates for several products of the major Canadian insurance carriers. Includes a free simplified online version above, and a full desktop version including JLTD. Request a desktop version 4-month free trial | Advantage Program members, for complimentary desktop software contact your local office.

CapIntel

LOGIN | investor prospecting and proposals

Compare an existing investment portfolio’s performance with your recommended solutions. CapIntel Integrates PPI’s Investor Risk Profile and offers custom proposals, including Value of a Segregated Fund and fund-specific presentations for select carriers. Learn more. For complimentary access: contact your regional PPI Director, Business Development, Wealth.

Milestones Retirement Insights

LAUNCH | tax efficient retirement income strategies

REGISTER | learn more and register

Produce advisor reports and client presentations that illustrate tax efficient retirement withdrawal plans. Provide tax-optimized decumulation "roadmaps" for your clients using planning projections and withdrawal strategy comparisons.

Financial Calculator Bundle

LAUNCH | simple, client friendly calculators

Use and share this wealth of client friendly insurance and investment calculators to illustrate simple concepts, uncover needs, and encourage financial planning.

Your Link Between

LAUNCH | client/prospect facing blog (customized with your logo & contact info)

Personalize PPI’s ‘The Link Between’ blog with your logo and automatically notify your subscribers every time new articles, videos and tools are published. All content is shareable to your favourite social media platforms. View a sample.