English | French Canada

 

 

Information Sheets

Information Sheets

Materials identified as internal should not be shared with customers and are for advisor reference only. All other links can be shared and should be used when engaging with clients.

 

Brochures

General information  
World Financial Group advisor playbook English French
Referral contact guide English French
Home and auto  
Auto quote - application form English French
Condo/Tenant quote - application form English French
Homeowner quote - application form English French
Wallet card English French
Quote information checklist English French
Commercial  
Commercial referral program overview English French
The do's and don'ts for successful commercial referrals English French
Commercial referral questionnaire English French
General commercial insurance - application form English French
Health and benefits  
Health and benefits referral program overview English French
Health Assist advisor portal English French
Request for new advisor form English French
Employee Health and Benefits  
Honeybee Select English French
Honeybee English French
Honeybee Health Account English French
Honeybee Allowance Account English French
Honeybee Administrative Services Only (ASO) English French
Pet insurance referral program  
Pet insurance referral program overview English French
Pet Insurance Coverages English French
Why Offer Pet Insurance to your Prospects and Customers? English French