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 addition to the emerging messaging we are providing you related to continuing your business during this tough period, we will continue to share the weekly newsletter to cover the typical small enhancements and launches that occur every week in our business.
COVID-19: Helping you help your clients
• We're committed to supporting you and your clients as we see growing concern over COVID-19
• Check out our COVID-19 landing page with all the information and resources you need to navigate through these unprecedented conditions
Using SimpleProtectTM for non-face-to-face meetings
• Use the sign-on-client's device feature to complete your client meeting when you can't meet them in person
• You can validate your client through video-chat via Skype, Facebook, etc. before using SimpleProtect, without the need for additional information (vitals)
• Watch this demo to learn more about completing a non-face-to-face application on SimpleProtect
Protecting you and your clients from fraudulent email requests
• Advisors have received fraudulent emails appearing to be from legitimate clients
• Use caution when receiving client email requests; all requests should be verified with a call directly to the client
Canada Life, IGM Financial & Power Corporation of Canada contribute $1 million
• Canada Life, IGM Financial and Power Corporation will provide a $1 million-dollar joint contribution to help support local and national foodbanks, offer support to seniors, youth and Indigenous peoples, and help address small businesses long-term needs
Wealth Operations Update
• Form updates
• Original copies not required – Reminder
Insurance Operations Update
• Form update: Transfer of ownership forms
• Entity owned policy signature requirements
• Delegating access in RAPID