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The document is an Advisor Screening Questionnaire developed by ivari in collaboration with the Canadian Life and Health Insurance Association (CLHIA) and the Canadian Association of Independent Life Brokerage Agencies (CAILBA). It outlines the process for screening life insurance advisors to ensure their suitability for contracting. The questionnaire includes sections for personal and business information, references, education, designations, regulatory compliance, and supplementary questions. Advisors must provide accurate information and consent to background checks as part of the application process.

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