Log in to the Portal: Access your account through the Empire Life advisor portal.
Access Compensation Section: From the main dashboard, select “My Sub-contracts and Compensation”.
Select Profile:
Note: If you…
Groupe Financier Signature
Log in to the Portal: Log in to the Beneva platform by selecting “Beneva SSQ” and entering your user ID.
Access Reports: From the main menu, click on the “Report”…
Log in to the Portal: Go to the Assumption Life website and log in to your account via the “Advisor Corner”.
Access the Selection Menu: Once on the home page,…
The need for this data is mainly for ongoing compliance and renewal of the certificate with the regulatory authority of your practice (the Autorité des marchés financiers, or AMF, in…
If you see a discrepancy between an insurer’s statement (primary source) and what is displayed in Centralize or VieFund, you should use SFG’s Zendesk ticketing system.
Zendesk is the official…
Investment compensation (recurring service fees, sales commissions) is treated separately and is managed in VieFund.
Description: VieFund (accessible via the AgenZ portal) is the platform specifically dedicated to consulting your…
Insurance compensation is generated by insurers (Manulife, Industrial Alliance, etc.) and sent to the General Agent (SFG).
4.1. Institutions/insurers platforms (primary source)
Each insurance company offers a secure web portal…
As an independent financial advisor in Canada, you generate two main types of compensation:
insurance commissions (life, health, etc.),
investment fees (segregated funds, mutual funds, annuities).
Understanding where to find…