Bring your clients’ retirement vision to life. Starting next week, HelloLife will be available for sale. To get ready to introduce the HelloLife program to your clients, here are some things you can do now:
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| - Complete the Income annuities, Retirement income market and Hello, HelloLife online learning courses available on Canada Life RepNet™. Each course is worth four CE credits.
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| - Check out RepNet to see what marketing materials are now available, including items to post on your website, to help guide retirement income conversations with your clients. Order them now.
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| - Get ready to process business: Complete the Placing the Business online learning course available on RepNet.
Fillable PDF application forms are available in the online HelloLife retirement planner, as well as on RepNet, starting next week. Available from supply: | |
| - HelloLife enrolment form (46-9603-10/15)
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| - HelloLife add/remove form (46-9700-10/15) (online only)
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| - Canada Life registered segregated funds application (46-9608-10/15)*
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| - Canada Life non-registered segregated funds application (46-9609-10/15)*
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| - Canada Life tax-free savings account segregated funds application
(46-7305-10/15)* |
| - Canada Life income annuity application (46-8965-10/15)*
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| - Annuity compliance form (online only)
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| - Canada Life segregated fund policies including preferred series 1 information folder (46-7136-10/15)
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| - Canada Life segregated fund contract (46-7134-10/15)
| * Transition rules for application forms: Segregated fund applications and income annuity applications with edition dates of 9/14 or earlier will not be accepted after Dec. 18, 2015. |
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