eBulletin: February 13, 2020

Servicing of policies and series protection

• Agent of Record (AOR)
• Term conversion and guaranteed issue
• Exchange programs

Chinese wealth marketing materials now available

• New marketing materials in Traditional and Simplified Chinese can help support your conversations about Canada Life's fund offering
• Materials include a segregated funds vs. mutual funds brochure (46-10551 CH/CHS), a segregated funds client brochure (46-10545 CH/CHS), a Pathways client brochure (70-0207 CH/CHS) and new Pathways fund feature sheets

Updated Canada Life RRIF/LIF/LRIF illustration tool

• RRIF/LIF/LRIF illustration tool updated with 2019 CANSIM rates
• Use tool to help establish payment schedules for clients
• Check out the updated FAQ and user guide for more information

New business essentials catalogue

We've created a new catalogue with

• Application information
• References and guidelines
• Underwriting
• SimpleProtect^TM

Planning for probate and estate administration taxes (excluding Quebec)

• Probate fees (also known as estate administration tax) are calculated on the value of the estate
• Probate planning strategies focus on either ensuring that assets pass outside of the estate or reducing the value of assets in an estate which require probate
• Effective probate planning strategies include using life insurance, segregated funds and registered plans

Options at retirement and the copycat annuity

• What are your options at retirement if you decide to leave your employer's defined benefit registered pension plan?
• There could be several reasons why a plan member leaves their defined benefit registered pension plan ("RPP")
• These reasons may include a concern with either the stability of their employer or the strength of their RPP

Don't forget: RRSP contribution deadline is coming!

• March 2 is the deadline for clients to contribute to their RRSP for the 2019 tax year
• Make sure you take this opportunity to check in with them about their financial security plan.
• Visit the RRSP and TFSA toolkit for resources to help you start the conversation

GLC Asset Management Group joins Climate Action 100+ initiative

• GLC Asset Management Group has recently joined the Climate Action 100+ initiative which further strengthens GLC's ongoing commitment to working toward a more sustainable global financial system
• Check out GLC's Responsible Investing page to find information, resources and more
• Earn 2 CE credits with GLC's learning module – Addressing responsible investing: Know your professional responsibilities

Introducing GLC's Global Multi-Asset Strategy team

• A powerful, multi-disciplinary asset management team delivering enhanced active management to GLC's balanced, target risk and target date asset allocation funds