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)
- 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:
199 Bay Street, Suite 600
PO Box 279 STN Commerce Court
Toronto ON M5L 0A2
Step 3: Submit your business
Once we've received the required documentation in good order, you will be notified, and the advisors of your firm may begin submitting business to us.
At B2B Bank, we appreciate your business and look forward to supporting you in your business-building goals.