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1. 2017 year-end closing information

1.  
   • Cut-off dates by product line for the 2017 business year
2. The new life-only paper application
   
   Tip sheet now available for new life-only paper application
   • Newly redesigned life-only paper application now available
   • Tip sheet will help ensure application is completed properly to avoid delays
3. Improved web app questions on family health, total income
   • Improved questions about family health history
   • Improved questions about income
   • Strategic improvements and continuous improvements
4. Insurance Operations Update – November
   • Action required: Web Applications entered prior to December 31, 2016
   • Dynacare acquires Hooper Holmes
   • Reminder to request retained coverage quotes
5. Simplified segregated funds application makes existing asset transfers easier
   • Transfer client assets from an existing Canada life Generations Core, Generations I or Generations II policy to a new Canada Life segregated funds policy using the simplified application
   • Leave clients with a copy of the What you need to know document that covers legal details and re-educates clients about the benefits of their segregated funds policy
   • Read more to find out about usage scenarios for this application
6. Annuity, registered retirement income fund (RRIF) or both?

When considering your retirement options, registered retirement income funds (RRIFs) are by far the most popular option for an income stream. But are you fully informed of the alternatives?