RRSP season is here – check in with your clients today
- 2020 was unpredictable. Help make sure your client’s financial future isn’t
- Check out our marketing toolkit for new materials to help your client conversations this RRSP season, including enhanced concepts, social media posts and information on our new Risk-Managed Portfolios
- This year’s contribution deadline is March 1. So, don’t wait! Get your clients invested today, so they can save for tomorrow
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Modernizing our policy administration systems
Most G1 and G2 term life insurance policies sold before Jan. 1, 2017, are migrating to our new insurance policy administration system soon.- Effective Jan. 25, 2021.
- Changes to combined PADs and lead-time processing for these policies.
- Term-to-age 65, extended term life insurance policies and non-par permanent policies like Dynaterm won’t move at this time.
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Wealth Operations Update
- FATCA/CRS Tax Status Self-Certification required - Address changes to and from a non-Canadian address or between foreign nations
- Information folder, addendum and form updates
- Change to printed fund code lists effective January 2021
- Form Update: Claimant’s Statement
- Changes to New Brunswick LIF Pension Regulation
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Insurance Operations Update
- Form Update: Claimant's Statement
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Fundserv Segregated Fund Enhancement
- Beginning Jan. 26, 2021 Canada Life™ will be accepting the EFT settlement option for Fundserv participants when placing wire order purchases.
- These enhancements will eliminate the need for personal cheques.
- This will streamline the MGA process making it more convenient to act on the client’s behalf.
- The EFT settlement option will mean less paperwork, faster processing times and make it easier for clients to do business with Canada Life.
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Your resource for conducting business digitally
- We've moved to a much more virtual and digital way of connecting with clients and conducting business, as a result of COVID-19
- This is your source for everything you need to continue to conduct business in a virtual environment while also giving you updates to processes as our communities continue to reopen
- Resources include news such as paramedical process updates, digital business guides, frequently asked questions, tips on connecting with clients virtually and recordings of every This week with Canada Life call
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