Answering your amalgamation questions

• Check out the updated Q&A document to support your conversations with clients following the positive policyholder vote in favour of amalgamation

Coming soon: new Canada Life segregated fund shelf

• On Nov. 4, we'll introduce a new, streamlined shelf of 75 Canada Life segregated funds
• We'll also soft cap a portion of current Canada Life segregated funds for new sales
• Visit the new Canada Life segregated fund marketing toolkit to learn more about these funds, how they compare to the ones you know today and why you can recommend them to your clients with confidence

Modernizing our policy administration systems

• New policy administration system for term life insurance
• G3 term life insurance policies will migrate soon
• Changes to quarterly term conversion reports

Planning with segregated funds 2019

• A segregated fund policy is a form of investment with added benefits
• As a life insurance contract, a segregated fund policy provides unique estate planning options, including guarantees, settlement options, simplified tax reporting and estate bypass