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.
In this week’s issue:
Individual Insurance
1. Original age conversion – changes coming
2. Tool updated on Canada Life RepNet
Wealth
3. New - Provide clients with electronic copies of information folders
4. New brochure: Stay invested to take advantage of market recoveries
· This one-pager highlights times in history where events have caused market downturns and subsequent market recovery and will replace marketing brochure, Lessons of history (form 46-6778).
Distribution
5. Introducing APEXA – a new streamlined system for contracting needs
· Starting in January 2016, advisors will have the ability to access one system where they can streamline and simplify their administration requirements and access a single platform for contracting needs. This system, called APEXA, will be available 24 hours a day, seven days a week.
6. New privacy commitment form
- When you start a relationship with a client in Quebec, the new Privacy commitment and your client file form helps obtain the client’s consent for the collection, use and disclosure of his or her personal information.