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 - Chinese You have the power critical illness insurance client concepts
· Two new concepts for You have the power: The critical illness insurance advantage are now available in Chinese: Why did you buy life insurance? and Whose money would you rather use?
· Use these concepts with the English scripts to help you talk to clients about critical illness insurance
Wealth
2. Provide clients a greener option for information folders
· Clients must check the appropriate box in the “confirmation/agreement signature section” of the application
· New option for electronic copies meets regulatory requirements
· Electronic information folders can be found on Canadalife.com
3. Reminder: The deadline to make RRSP contributions for the 2015 tax year is Feb. 29, 2016.
· RRSP contribution deadline: Monday, February 29, 2016
· RRSP loan deadline: Monday, February 29, 2016