Preparing for a strong close to 2019 |
- Mark your calendars with year-end processing dates
- Get a head start on 2020 by familiarizing yourself with the transition rules and the new Canada LifeTM product shelf
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Servicing of policies and series protection |
- Agent of Record (AOR)
- Term conversion and guaranteed issue
- Exchange programs
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Equitable Bank releases new CSV MAX line of credit |
- Offers a higher loan to cash surrender value (CSV) ratio than previous version
- Removes age restriction making it available to clients who are over age of majority
- Previous version of CSV was launched in December 2018; it's been renamed CSV Flex and is for clients over 50
- Check out the new CSV client brochure for more information
- Questions? Please contact Mike Pilz, Senior BDM, CSV Line of Credit
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National Bank banking products |
- No changes are being made to National Bank banking products
- The materials will be updated to reflect the new Canada Life branding over the coming months
- In order to better answer your clients' questions, please see the Q&A
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Insurance Operations Update |
- Saskatchewan Insurance Act
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Wealth Operations Update |
- RRIF/LIF/LRIF Illustration Tool v8.2 release
- Delay for January income payments
- Maturity instructions are due in December for registered savings policies
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Learn to address responsible investing with your clients |
- Earn 2 CE credits with new module from GLC: Addressing responsible investing: Know your professional responsibilities
- Gain a clear understanding of the different responsible investing (RI) approaches taken by asset managers
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