Doing business with Canada Life

Par: updated brochure on stability

·  Show clients how Canada Life participating life insurance offers stability and growth, even in uncertain times like now.

·  Stability for uncertain times (form 46-10825) focuses on guarantees, vesting, smoothing.

·  Replaces previous version titled Stable performance and predictable long-term growth.

·  Start using PDF version now in non-face-to-face meetings. Print version available in a few weeks.

Flexibility for your clients may be found within their insurance policy  

A full or partial premium vacation (premium offset) or a policy loan could be the right option for your clients, if their existing policies allow it. Consider these options for clients who are anxious about how long the impact of COVID-19 may last. 

Visit Your complete guide to doing Canada Life insurance business to learn more about ways to help your clients, including our premium payment deferral and reduced coverage options. 

Insurance Forms: Electronic signatures

The guide for digital insurance transaction options has been simplified and updated with information about additional transactions now available for processing with an electronic signature.

Submitting documents digitally during COVID-19

·  For segregated funds, annuities, GIOs/DIOs, review the newly added updates in the Working digitally during COVID-19 guide which outlines our e-signature requirements and how to submit your documents to us digitally.  

Investment lending electronic submission process

To help make it easier for you and your clients to do business with us we’re introducing a temporary process to allow for electronic signatures and submissions of the following National Bank transactions

• Investment loan applications
• Investment lines of credit applications

Find the process and additional information to support you and your clients on our banking landing page. 

Staying connected and staying strong

Join us on This week with Canada Life

·  This week with Canada Life is a weekly call hosted by Mike Cunneen, Senior Vice-President, Independent Distribution and Wholesaling every Wednesday at 1 p.m. EST.

·  On this week’s call, we received an update from Cheryl Munro, Senior Vice-President, Operation and Customer Service on how her team has been focused on making doing business with us easy in these uncertain times.

·  Kim Siegers-Robinson, Partner, Park Place Advisory, provided tips on how to adapt your business and find ways to thrive through COVID-19.

·  We were also joined by Dave Arpin, Senior Vice-President, Portfolio Manager, Mackenzie Bluewater Team with an in-depth update on the global market.

·  If you missed the call, listen here.

·  Don’t forget to register for next week’s call – we’re excited to welcome the Honourable Navdeep Bains, Minister of Innovation, Science and Industry, who will provide an update on the support provided by the Canadian government.

·  We look forward to connecting with you then.

Helping Canadians through COVID-19

CBRN: Blog post and video featuring Jeff Macoun

·  Check out a new video from the Canadian Business Resilience Network, the Canadian Chamber of Commerce’s new campaign to help business owners navigate through COVID-19.

·  It includes Perrin Beatty, the Canadian Chamber of Commerce’s President and CEO, and Jeff Macoun, President and COO, Canada, for Canada Life.

·  In it, Jeff talks about how we at Canada Life are navigating through COVID-19 and what he has learned as a business leader.

·  You can also read Jeff’s blog post for a summary of his thoughts – it’s available on the Canadian Chamber of Commerce’s website.

Continue to reference the COVID-19 landing page for current information supporting you in your business today.