eBulletin: February 4, 2021
Submitted by Victoria on February 4, 2021 - 10:17am
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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. |
Time is running out on the special introductory term sales offer
- There’s less than one month for your clients to enjoy four free months premium* on new term 20, term 30 and term-to-age 65 products
- Take advantage of this special introductory offer until March 1 when helping clients meet their insurance needs so they can protect the ones they love the most if the unexpected happens
- SimpleProtect™ is the easiest and fastest way to help your clients get the coverage they need. You can also use paper and web applications too
| *In B.C., the offer is capped at three free months
Canada Life and design and SimpleProtect are trademarks of The Canada Life Assurance Company. | Happy Lunar New Year – client materials now available
- Our Lunar New Year campaign is now live – use these materials, including WeChat and digital Fai Chun to wish your clients a happy new year
- It’s also RRSP season and your clients might be feeling uneasy about investing in today’s market. Canada Life’s managed solutions are a great option for them
- We have new support materials now available in Chinese
| Help ensure your client’s wishes are carried out as intended with proper documentation
- Calmusky v. Calmusky, a recent Ontario Superior Court decision, could affect whether your client’s beneficiaries receive the benefits your client intends them to
- Review the summary of the court’s decision in the newsletter
- Ensure that when you’re reviewing your client’s designations that you thoroughly document your discussions
| RRSP Guide updates
- Correction to the 2021 contribution amount ($27,830)
- Update to the tax receipt schedule date for applied contributions for 2020 changed from March 2 to March 3
- Be sure to obtain the most current version of the guide
| 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, frequently asked questions, tips on connecting with clients virtually and recordings of every This week with Canada Life call
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