Are you ready to sell in the new year?
Submitted by Krishan on December 16, 2019 - 6:01pm
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There's only three weeks left to sell existing Canada Life par products. Not sure what's changing? Familiarize yourself with these resources. |
| | Canada Life resources that are easy to find | We want to make it as easy as possible for you to find everything you need to sell Canada Life in the new year. Transition rules, illustration tips, business processing forms – our new insurance shelf landing page has it all. | Read more |
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| New business essentials catalogue | We've created a new catalogue with application information, references and guidelines, underwriting and SimpleProtectTM details. | Read more |
| Q&A | There have been some updates to the insurance Q&A. Read up and get your most pressing questions about the new Canada Life product shelf answered. | Read more |
| Group conversions to Canada Life now available | You'll now be able to help clients with group conversions to individual insurance. | Read more |
| Save your illustrations | Once you download ConcourseTM v4.1 in the new year, you won't have access to any existing Canada Life par cases not downloaded and saved as a PDF. Get more information on this and other things you need to prepare yourself for the transition. | Read more |
| Par essentials updated | Check out the par essentials catalogue for marketing material and product information, including the advisor product guide, par account summary snapshot and more, all focused on our new par products launching Jan. 1, 2020. | Read more |
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