Doing business with Canada Life
Submitted by Victoria on March 30, 2021 - 3:00pm
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PDF version | We're here for you and your clients. With new tools, events and updates to our business processes, we're making it easier for you to do business with us | | | Transition and succession planning series – part 1
Couldn't make it? No problem. The CE-accredited Transition and succession planning series session from March 11, Fundamentals of an emergency transition plan featuring Carolyn Ho, is now available to stream on-demand for the next six months in English, French and Mandarin. | | | | | |
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| Protecting you and your clients from fraud and cyber attacks
Use caution when receiving client email requests; all requests should be verified with a call directly to the client If you are hacked, contact the service desk right away. | Changes to our CSC phone number and your call experience
The Client Service Centre is moving to one toll-free number for Individual Customer advisors and clients and the menu options in the interactive voice response system are changing. Effective March 29, 2021. We're keeping 1-888-252-1847. There will be no disruption to service, the other numbers will stay active for some time. | PIPEDA and your clients' personal information
Highly sensitive information, such as SIN, should only be used for a specific purpose (e.g. tax reporting and other very limited circumstances) and should only be retained for as long as necessary to fulfill an identified purpose in accordance with our policies and applicable laws. PIPEDA (The Personal Information Protection and Electronic Documents Act ) schedule 1 requirement states “Personal information that is no longer required to fulfil the identified purposes should be destroyed, erased, or made anonymous.” When using a CRM, we have a legal obligation to safeguard clients' personal information, which includes safeguarding this data from potential breach. Storing personal information such as Social Insurance Number (SIN), banking information, and passport numbers, is contrary to our corporate Privacy Policy, privacy legislation and regulatory requirements. | 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, tips on connecting with clients virtually and recordings of every This week with Canada Life call. |
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