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About
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Life Insurance
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Join Us
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Contact Us
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
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
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