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PDF version In this week’s issue:
Individual Insurance
1. New: client letter now sent for rescinded policies
- New process in place for managing rescind cases
- Clients who rescind a policy within their 10-day right to rescind will receive a confirmation letter
- No action is required by advisors
2. Correction notice: Premium tax increase in Alberta and Quebec
- Previous communication stated that affected policyowners would be notified through an insert with their anniversary statements.
- Affected policyowners will actually receive notice of the change through a targeted mailing later this year.
- Advisors will be copied on the policyowner letters.
Wealth
3. Harness the power of Canada Life dividends
· The strength of Canada Life’s dividend fund shelf can allow clients to harness the diverse and distinct powers of dividends and help meet their investment and retirement needs.
· Check out our new dividend toolkit. 4. New Chinese: Stabilize your investments with real estate properties brochure (46-6913 CH)
Compliance
5. Protecting your practice and your clients’ confidential information
- Establishing effective security and privacy practices – and ensuring the personal information you collect is protected – helps maintain client trust and confidence. Here’s a list of ways to protect your clients’ confidential information.
