eBulletin: March 14, 2017
Submitted by Krishan on March 14, 2017 - 9:18am
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PDF version | Thank you for doing business with Canada Life. Here’s the latest issue of the eBulletin from Canada Life with information to help you in your business with us. Please forward to your advisors where appropriate. In this week’s issue: - Explore new changes to the proof of income requirements
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- Changes have been made to the types of identification clients can present to advisors when obtaining a National Bank product
- The new proof of income requirements will be effective as of March 20, 2017
- A new, easy-to-read guide has been created which lists all the new requirements for proof of income verification
- Protecting you and your clients from fraudulent email requests
- Advisors have received fraudulent emails appearing to be from legitimate clients
- Use caution when receiving client email requests; all requests should be verified with a call directly to the client
- Life17: Canada’s new income tax rules are here!
- We’re continuing to update the Life17 hub with new 2017 information, so check back often
- Learn it and earn it. The new Life17 Tax and life insurance updates course features the top 5 learning resources from 2016
- Life17 news feed. Go here for the latest Life17 news and information
- Get the latest edition of Newslink
- Newslink is your source for Canada Life™ news, reminders and product updates to help you stay informed and grow your business
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