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  • About
  • Products
    • Life Insurance
    • Disability Insurance
    • Critical Illness Insurance
    • Health Insurance
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    • Super Visa Insurance
  • Join Us
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Resources
Help reassure your loved ones that they will be taken care of now and in the future.

Market Conduct Tools

  • Aaxel Financial Advisor Code of Conduct
  • Market Conduct Training for Advisors

Anti-Money Laundering Tools

  • AML Program User Guide
Retirement-Planning-1

Privacy Tools

  • Guide to create a privacy Compliance Program
  • Producer privacy Breach Policy

Needs and Analysis Tools

  • CLHIA IVIC Suitability Needs-Based Sales Practices
  • Fact Finding & Analysis Template
  • Needs & Analysis Template
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Point of Sale Disclosure

  • Agent Disclosure Template
  • Point of Sale Disclosure for Segregated Funds Rules

Replacements

  • Replacement Disclosure Guide
  • LIRD ? Life Replacement Declaration

National Do Not Call List, Anti-Spam and other Telemarketing Rules

  • CLHIA Industry Rules & Practices

+(905) 362 8080

1550 S Gateway Road, Unit 220, Mississauga, ON L4W 5G6

financial@aaxelinsurance.com

Aaxel Financial is an independent insurance brokerage. Insurance is beyond the matter of price which is why we are proud to offer our clients of the comprehensive insurance solutions as per their needs.

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