This week with Canada Life: June 10 Recap

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.

Last week Mike Cunneen, Senior Vice-President, Independent Distribution and Wholesaling hosted an advisor panel that included:

• Cory Greenspan, Financial Advisor, Rockfield Financial Inc.
• Kate Pal, Managing Director, Pal Insurance Services Ltd. 
• Michael Meehan, President, Meehan Wealth Management Inc.

Each advisor expressed their willingness to embrace change and technology in order to find success in a virtual marketplace. Cory advocates that prospecting through social media such as LinkedIn has evolved the 10-3-1 to 10-10-10 making efficient use of his time. Kate shared that she makes a point to take advantage of the window of opportunity that has opened as people have more time to chat and review their goals. Being an early adopter of SimpleProtect, Michael has never seen so much positive change – digital forms have transformed how quickly he can process new business so he can spend more time making sure his clients know how to use them at the beginning.

Did you miss the call or want to hear it again?  Listen to the recording below:

https://onlinexperiences.com/Launch/Event/ShowKey=91872

We won’t be having a call on June 17 to not conflict with Canada Life Days.

Registration for the June 24 call is now live – we’ll be welcoming Paul Mahon, President and Chief Executive Officer. Look out for an invite this week!

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.  

1. 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.
2. You can also visit the market volatility toolkit for materials to help support your clients during turbulent market conditions.
3. GLC Asset Management Group Ltd.’s News and Insights page includes ongoing market commentary.
4. 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.