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. New illustration software now available
· New rates for critical illness and disability insurance and term life insurance
· Sales strategies added to software
Wealth
· RRSP season is the perfect time to re-visit personal savings goals and financial plans with your clients. Start planning for client meetings with updated RRSP administration material and RRSP loan program resources.
· RRSP contribution deadline: Monday, February 29, 2016
· RRSP loan deadline: Monday, February 29, 2016
3. New Wealth Management Operations updates
- Maturity instructions are due in December for registered savings policies