Doing business with us as a life insurance company

If you haven't already conducted business with B2B Bank, and are ready to begin, these steps outline the processes involved.

Step 1: Contact Business Development

Your local Business Development Manager is your primary contact for new business at B2B Bank. They're also a good resource for any specific questions you may have about working with us, or to set up an appointment to meet face-to-face.

Step 2: Complete the required documentation

Depending on the products you wish to make available to your agents, the following agreement(s) and/or supporting documentation is/are required:

For Investment Loans and RSP Loans:

  • Distribution Alliance Agreement (contact Andrew MacKillop, Assistant Vice President, Business Development, National Distribution)

For GICs:

  • Deposit Agent Application and Profile form plus a Distribution Agreement

Your Business Development Manager will send you the relevant documentation which you are asked to review, sign and return to:

B2B Bank
199, Bay Street, Suite 600
PO Box 279 STN Commerce Court
Toronto ON M5L 0A2

Step 3: Submitting business

Once we've received the required documentation in good order, you will be notified, and your agents may begin submitting business to us.

At B2B Bank, we appreciate your business and look forward to supporting you in your business-building goals.