Each week, your participation in the This week with Canada Life call gives us the opportunity to provide you an update on continuing to do business in the current environment, global market commentary and to answer your questions. This week our host Mike Cunneen, Senior Vice-President, Independent Distribution and Wholesaling moderated an advisor panel that included: · Bruce Etherington, Bruce Etherington & Associates · Danielle Genier, Genier Financial Services Inc. · Phil Grimes, Parkgate Financial Group Inc. · Rob Neil, Neil & Associates The advisors took turns answering questions about how they’ve continued to find success through non-face-to-face interactions and how this shift to working digitally will benefit their business going forward. A common theme between the four is they’ve each taken the time to check in with their client’s mental well-being which they’ve found naturally opens the conversation to talk about their financial plans that can be supported through the products Canada Life offers. Want to hear more of their tips? Listen to the recording below: https://onlinexperiences.com/Launch/Event/ShowKey=91867 Registration for the call on June 3 is now live! Jeff Macoun, President and Chief Operating Officer, Canada is back next week to share what a global shift to working digitally means for Canada Life and how our new brand campaign is helping us showcase the value that advisors bring to the marketplace. Q&A process
Your questions are important to us. Our team will continue to review all questions that are sent to the Q&A inbox but will no longer be replying to each one individually. We’ve developed a robust COVID resource page and FAQ that we’ll continue to update weekly. Keeping you informed
Use these resources to stay up to date on the latest things we’re doing to help you continue to support your clients – you might even want to bookmark them. - The COVID-19 resource page houses all the information you need to learn to process business, educate your clients and conduct business in the days and weeks to come. Take a look and refer back to it regularly.
- You can also visit the market volatility toolkit for materials to help support your clients during turbulent market conditions.
- GLC Asset Management Group Ltd.’s News and Insights page includes ongoing market commentary.
- Visit Your complete guide to doing Canada Life insurance business to learn more about placing new business without personal contact, temporarily relaxed underwriting, claims processes and options to help clients impacted by COVID-19.
We’re committed to continuing to support you and your clients as we begin to focus on the next phase of the crisis in hopes of returning to status quo soon. If you have any further questions about what we discussed on the call, reach out to your Product Solutions Centre partners. | 