Your go-to 2020 Canada Life checklist |
- Familiarize yourself with our transition rules and insurance exchange programs
- Learn about the enhanced Canada LifeTM product shelf
- Access links to courses that have been approved for CE credits
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New and improved segregated funds product guide |
- The updated guide includes everything you need to know about Canada Life segregated funds
- It gives you detailed information on all our segregated fund policies, including standard series, preferred series
- For more information on the Canada Life segregated fund shelf, see the Segregated funds marketing toolkit
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Learn about our industry-leading 12-month exchange program |
- You can submit a special 12-month exchange on participating (par) policies through SimpleProtectTM, removing the need to complete a paper form. Check out the reference guide for policies that apply
- Review the reference guide for positioning around when the special 12-month exchange is right for clients
- Use the new 12-month exchange plan comparison tool to see how our new par policies compare to your client's in force policy
- All support material can be found here
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