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Thank you for doing business with Canada Life. Here’s the latest issue of the eBulletin from Canada Life with information to help you in your business with us. Please forward to your advisors where appropriate.

In this week’s issue:

1.    Providing qualifying clients preferred pricing on segregated funds

·         If you’re meeting with qualifying clients during RRSP season, take the opportunity to let them know they’ll automatically start receiving preferred pricing if they’re not already receiving it today.

2.    Updated preferred series Chinese brochure and PowerPoint

·         Chinese brochure (form 46-8405 CH) and PowerPoint presentation (form 99-2104 CH)

3.    Reminder: What’s in store for 2016: GLC market outlook

·         Tuesday, Jan. 19, 2016 11 a.m. EST – 12 p.m. EST

Individual Insurance

4.    Q3 participating account investment reports available

·         Third quarter participating account investment reports

·         Now updated to Sept. 30, 2015

5.    Changes to personal and corporate tax rates in 2016: impact on life insurance

·         The landscape for permanent life insurance in 2016

·         Additional considerations when dealing with corporate owned life insurance

6.    Insurance operations update  

·         Tips and banking information guide to help application submission

·         Dynacare is now offering an electronic paramedical

Compliance

7.    FATCA pre-existing account reviews

·         As a measure to support FATCA, Canadian financial institutions must review certain pre-existing accounts for U.S. connections and, when required, report these to the CRA beginning in 2016.