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WFG advisors

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New tax legislation effective January 1, 2017

The Department of Finance has been working with the insurance industry over many years to update the legislation. The new legislation will affect life insurance policies issued after December 31, 2016.

Important deadlines related to product and upcoming 2017 Tax Changes › NEW

Our secure advisor site: ivari extra

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Here you’ll find engaging tools and materials to start the conversation about with your clients and the forms needed to manage your business.

Administration and forms

We’ve put all the forms you need to help your clients apply for and maintain their insurance coverage as well guides and other forms you need to run your business.

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Get a better understanding of the products and services offered by ivari. Everything is in one place making it easier for you to find what you need.