Your go-to 2020 Canada Life checklist

• Familiarize yourself with our transition rules and insurance exchange programs
• Learn about the new Canada Life^TM product shelf
• Access links to courses that have been approved for CE credits

Learn about our industry-leading 12-month exchange program

• You can submit a special 12-month exchange on participating (par) policies through SimpleProtect^TM, removing the need to complete a paper form. Check out the reference guide for policies that apply
• Review the reference guide for positioning around when the special 12-month exchange is right for clients
• Use the new 12-month exchange plan comparison tool to see how our new par policies compare to your client's in force policy
• All support material can be found here

Save time by running in-force par yourself

• Learn how to run in-force par illustrations here
• Find out who to contact if you can't run in-force illustrations yourself with the in-force illustrations support guide here
• Looking to show a change to an in-force policy? See the detailed PowerPoint on how to illustrate those changes yourself
• Download Concourse^TM v4.1 if you haven't already

Reminder: RRSP and TFSA toolkit

• Your clients have until March 2 to make a contribution to their RRSP for the 2019 tax year
• Take advantage of this opportunity to check in on their financial plan
• Visit our new RRSP and TFSA toolkit for all the resources you need to start the conversation – from brochures to forms and client meeting materials

Protecting Vulnerable Clients

• Learn about how to identify and deal with potential financial exploitation and diminished capacity among clients
• Resources and easy to use template to help you protect vulnerable clients and protect your practice

Wealth Operations Update

• Non-photo owner identification update
• Fund code corrections to application fund list inserts
• Transitioning to Canada Life – forms and procedures
• Mailing dates for investment tax receipts and slips

Insurance Operations Update

• Non-photo owner identification update
• Living Benefits now accepting Product Information Page