Selling term life insurance just got easier

• To increase awareness of our longer duration term insurance products, we're making a special introductory offer of four free months premium on qualifying, new Canada Life^TM term 20, term 30 and term to age 65 policies. This includes their riders. For a new policy to qualify, the client's application for the policy must be received between Sept. 1 and Dec. 1 inclusive. This offer extends to reissues, if the original policy qualified
• Term 10, term-to-term conversions, and term riders on universal life and participating life insurance are excluded from this promotion, including adding term riders on participating life and universal life policies
• You can use SimpleProtect^TM to complete applications in less than 10 minutes with the potential for instant approvals
• The first premium must be paid for by the client for the contract to take effect. The following four months premium will be waived for the client

Canada Life now accepts electronic signatures for Agent of Record change requests

• We now accept secure electronic signatures by clients on Agent of Record (AOR) change requests for both insurance and individual wealth products, provided you use an eSignature provider you've entered a contract with
• You must use an eSignature provider you've entered a contract with, not Microsoft Paint or other editing tools which are not acceptable for electronic signatures
• You're don't need to provide your client's email and phone number as long as we have the transaction summary report from your eSignature provider. We'll contact your client if we have questions
• You must verify all eSignatures with your clients prior to submission and inform your client that Canada Life may contact them to confirm their request

Insurance Operations Update

• Digital Contract Delivery Update
• Electronic signatures now accepted for policy changes

Remember client consent is required prior to emailing personal information

• Ensure your clients consent to you sending them documents with personal information by email
• Keep records of your clients' consent to receive emails
• Use an alternate secure delivery method if your client doesn't want to use email

Build new relationships with grads who have high-income potential

The 2020-2021 StartRight Grad program offers disability insurance to recent graduates of select professional programs at Canadian universities.

• NEW! Effective Sept. 1, 2020, we're increasing the maximum issue limits for pharmacists and physiotherapists by $500
• All other features remain the same as last year's program

Investment credits for Canada Life Generations Core, I and II segregated funds

• The annual investment credit for qualifying high-net-worth clients holding Canada Life Generations Core, I and II segregated funds policies will be paid on or about Oct. 8, 2020, and will cover the period from Sept. 1, 2019 to Aug. 31, 2020
• Only clients who received the 2019 segregated fund investment credit payment as a transaction may be eligible for the 2020 investment credit

Be aware of increased phishing email attempts

• Phishing uses spam to lure unsuspecting people to a fake website in order to collect sensitive personal information and obtain access to systems
• When you suspect an email is suspicious and haven't responded to it

Your resource for conducting business digitally

• We've moved to a much more virtual and digital way of connecting with clients and conducting business, as a result of COVID-19
• This is your source for everything you need to continue to conduct business in a virtual environment while also giving you updates to processes as our communities continue to reopen
• Resources include news such as paramedical process updates, digital business guides, frequently asked questions, tips on connecting with clients virtually and recordings of every This week with Canada Life call