Want to sell insurance? Download the latest illustrations software

• Download Concourse^TM v4.1 to illustrate and submit insurance business
• The updated software gives you access to all Canada Life^TM products, including the new par and has improvements to the living benefits software, like the addition of data export
• Save all current or old illustrations cases/reports as PDFs before downloading v4.1
• Concourse can be downloaded here. It can also be accessed via RepNet

New Canada Life fund feature sheets available now

• New feature sheets provide you and your clients with information you need to know about Canada Life segregated funds – including competitive advantages and the investment process behind each fund
• Stay tuned and bookmark this page – as we become stronger together under one brand, we’ll be creating even more fund sheets so that there’s a sheet for every mandate on the Canada Life wealth shelf
• For more information on the wealth shelf, see the Segregated funds marketing toolkit

Living benefits enhancements

We've made two updates to our living benefits products:

• Increased the critical illness insurance maximum benefit
• Enhanced the residual disability rider to provide more flexibility for clients when reporting their prior earned income for consideration

Equitable Bank releases new CSV MAX line of credit

• Offers a higher loan to cash surrender value (CSV) ratio than previous version
• Removes age restriction making it available to clients who are over age of majority
• Previous version of CSV was launched in December 2018; it's been renamed CSV Flex and is for clients over 50
• Check out the new CSV advisor brochure for more information
• Questions? Please contact Mike Pilz, Senior BDM, CSV Line of Credit