eBulletin: February 6, 2020
Submitted by Victoria on February 6, 2020 - 2:53pm
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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. |
Your go-to 2020 Canada Life checklist | - Familiarize yourself with our transition rules and insurance exchange programs
- Learn about the enhanced Canada LifeTM product shelf
- Access links to courses that have been approved for CE credits
| New and improved segregated funds product guide | - The updated guide includes everything you need to know about Canada Life segregated funds
- It gives you detailed information on all our segregated fund policies, including standard series, preferred series
- For more information on the Canada Life segregated fund shelf, see the Segregated funds marketing toolkit
| Learn about our industry-leading 12-month exchange program | - You can submit a special 12-month exchange on participating (par) policies through SimpleProtectTM, removing the need to complete a paper form. Check out the reference guide for policies that apply
- Review the reference guide for positioning around when the special 12-month exchange is right for clients
- Use the new 12-month exchange plan comparison tool to see how our new par policies compare to your client's in force policy
- All support material can be found here
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