FAQ

How do I receive a free quote for Employee Benefits - Group Life and Health Plans?

Fill out the required forms below and fax them into our office or give us a call and we will have one of our employee benefits specialists speak with you directly.  Once we have received your request we will proceed with generating quotes from many different companies.

If you currently have a group benefit plan please complete all forms.  If you do not currently have a group benefit plan please complete the Employee Data Sheet and the Quote Request Form only.

1.  Employee Data Sheet -  EDS.pdf

2.  Quote Request Form - Quote Request Form.pdf

3.  Agent Authorization - Agent Authorization.pdf

How can I redeem money from my RRSP under the Home Buyers Plan?

Click on the link provided and print out the "Home Buyers Plan Request to Withdrawal Funds.

http://www.cra-arc.gc.ca/E/pbg/tf/t1036/README.html

Please compete form and mail, fax or drop off at our office for processing.

How can I redeem money from my RRSP under the Lifelong Learning Plan?

Click on the link provided and print out the "Lifelong Learning Plan Request to Withdrawal Funds.

http://www.cra-arc.gc.ca/E/pbg/tf/rc96/README.html

Please compete form and mail, fax or drop off at our office for processing.