x
 
click to place your logo here
INDUSTRY NEWS
Aviva's new Pension Investment Bond!
New unit linked product caters for pre & post retirement investors
New Ireland's Monthly Market Review
Kevin Quinn, Chief Investment Strategist, Investment Markets, identifies 5 changes that investors should factor into their thinking for 2021 which will make it different to 2020. On balance most will be positive, but each presents its own challenges
Zurich Life - Monthly Investment Review and 2021 Investment
Click here to open Zurich's Monthly Investment Review and to watch a recording of their 2021 Investment Outlook webinar.
RESTART 2021 (Financial Broker Conference)
Featuring Economist David McWilliam on Thursday, February 18
Aviva launch new Investment Bond!
Old Aviva & Friends First unit linked options now closed
3 new BCP bonds now live!
Visit Structured Products Section (Investment Tab) to learn more
Ignite 2021 - Zurich's QuickStart Campaign
Click here for more details and to download the QuickStart offers guide
Royal London extends its broker Offer!
Enhanced broker supportive offer extended to 31 March 2021
The Importance of Communication
Click here to view our latest ezine
The BIS Platform - CP 116 Solution - Available Now
Click for further details
CP 116 - Commission Summary - The BIS Platform
Click here for details of BIS' proposed solution to the requirement arising from CP 116
New Ireland partner with BIS to launch Broker Connectivity
Broker Connectivity is a digital solution that will allow users of the BIS Platform to pre-populate New Ireland online application forms, for new and existing business, using your client data already held on the BIS Platform.
Irish Life launch major new retirement planning ad campaign
Encouraging customers to speak to Financial Brokers about retirement planning
System Dashboard
Quick Search
Customer Name :
Policy Number :
Mobile / Email :
Workflow
Tasks  
Compliance  
Pipeline  
Maturities  
Investment Research
Pensions
Funds
Risk Tolerance
Client Meeting
Fact Find
Proposal Forms
Attitude to Risk
TOB
Protection Quotes
Term Assurance
Income Protection
Pensions Term
New Business
 
 
   
 
   
 
   
 
   
 
 
Sep Oct Nov Dec Jan