- Insurance telephone interviews: Clients’ language preference can now be selected on web and paper applications
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- Use telephone interview when clients are short on time or hesitant to answer in-depth questions face-to-face
- Insurance telephone interviews are available in many languages
- Current languages available: English, French, Mandarin, Cantonese, Vietnamese, Hindi, and Urdu
- On web application, select language in Insurability section when you select Schedule a telephone interview
- Telephone interview responses will be translated into the application in English or French
- A year after Life17
- Participating life insurance inforce illustration software coming later this year
- How you’ll access inforce illustrations
- Taking stock of our participating life insurance offering
- Reminder – Policy on payment restrictions
- Improved client and advisor experience
- Changes to fund overview and performance website
- Improved client and advisor experience
- New Mailbox for Tax/MDRT & Accounting
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