Learning resources at your fingertips: Transitioning to one shelf

• Updated digital fund mapping tool: compare new segregated funds with the ones you knew before
• Positioning new Canada Life participating life insurance products online course: Earn CE credits, learn about the combined par account and our competitive advantage
• In-force illustration guide: Review this step-by-step guide on how to create a par in-force illustration

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 your practice and your clients' confidential information

• Establishing effective security and privacy practices – and ensuring the personal information you collect is protected – helps maintain client trust and confidence
• Here's a list of ways to protect your clients' confidential information

Changes to requesting a re-issue

• Effective Jan. 1, 2020, the process for requesting changes on newly issued placed policies (formerly known as re-issue) has been updated
• All placed policies will be treated as either a policy change or a replacement. These will no longer be treated as re-issues. This is applicable to any policy with a placed status, regardless of the date it is placed
• Some changes will no longer produce a new contract and will be handled as either a policy change or a replacement. You can learn more about these changes here

Action required: Update advisor disclosure templates

• As a result of amalgamation, references to Great-West Life, London Life or London Life Insurance Company have changed to Canada Life or The Canada Life Assurance Company respectively
• To be compliant you must now change these references in your disclosure. No additional changes were required to the templates