Your large-case support just got better
Submitted by Victoria on February 1, 2021 - 9:57am
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| New service. New expertise. New leadership. | | Three more reasons to do large-case business with Canada LifeTM | We're continuing to add services to the industry-leading support for your large cases.
New Advanced Life Underwriting Team, specializing in ultra-high-net-worth market, launches later this month
The added complexity of large cases demands a unique caliber of underwriting expertise. Led by Sylvie Schmaus, AVP, Advanced Underwriting Life, a new team comprised of advanced underwriting consultants, underwrites Canada Life's ultra-high-net-worth life insurance applications (cases starting at $25 million of guaranteed coverage and annual premium payments over $500,000).
This new team complements Canada Life's existing large-case team to provide an added layer of expertise and service. All cases over these limits will be underwritten by the Advanced Life Underwriting Team.
Ryan Marcy joins Par Insurance Solutions, leading the Large-Case Services team
Ryan Marcy, Vice-President, Large Case Services, brings his investment expertise to the Par Insurance team and is your resource on the par account investment strategy and performance. In this new role, Ryan oversees several accounting and actuarial professionals to support your large cases.
- Insurance Taxation Support
- Actuarial Marketing
- Lifeline/special quote team
| This team will continue to be accessed through your regional insurance wholesaler.
Sales Enablement team gives you an edge
Wondering how to approach a high-net-worth client? Our Sales Enablement team can share proven sales concepts and strategies for your client's situation. And their expertise in tax and advanced sales issues will help you distinguish yourself from the competition. This team is an additional resource supporting your local regional sales manager (RSM), advanced case consultant (ACC) and wealth and tax planning consultant (WTPC).
For more information, contact your insurance sales partners at the product solutions centre.
Coming soon …
Watch for more exciting news on Canada Life's large-case support. |
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