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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:
- So long Life17. But not goodbye.
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- The Life17 hub, your online resource for income tax and life insurance changes, will shut down in early July
- Find the latest life insurance resources on RepNetTM
- Reminder: the last day to complete the CE-accredited Life17 course is June 30, 2017
- AML legislative changes: new methods for identifying clients
- Updated form for determining politically exposed persons
- New Non-photo owner identification form
- Begin using updated forms and applications June 12, 2017
- Life insurance beneficiary designation guide
- Use this guide to help clients navigate common issues and designate the right beneficiary for their policy
- Learn: how to communicate the client’s chosen beneficiary, what to consider and what could go wrong and alternatives for designating beneficiaries in different situations
- Beneficiaries are organized by class so you can quickly access descriptions, guidance and procedures
- Changes to assignment forms
- Absolute assignment form has been updated
- NEW – Absolute assignment cancellation form
- New Wealth Management Operations Update
- Information and changes that are essential to your daily business processing
Important reminders that help support your wealth management operations