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:
Individual Insurance
1. Cascading strategy – new material
· Cascading strategy – new client material available
· Giving you a new resource when talking to clients – a video presentation
Wealth
2. Reminder: Re-contributions to RRIF plans following new minimums in federal budget
· All RRIF re-contributions must be processed through head office. RRIF re-contribution transactions not processed through head office will not receive tax receipts. Advisors who have processed RRIF re-contributions and not sent them to head office should contact the Client Service Centre at 1-888-724-3680 for more details
3. September - Wealth management operations update
· New form for non-registered transfers