eBulletin: February 27, 2020
Submitted by Victoria on February 27, 2020 - 3:09pm
Printer-friendly version
PDF version 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. |
Your final 2020 Canada Life checklist | - Familiarize yourself with our transition rules and insurance exchange programs
- Learn about the enhanced Canada LifeTM product shelf
- Access links to courses that have been approved for CE credits
| UPDATE: Participating life insurance and universal life insurance: You have options | - We've updated this piece, which compares participating and universal life insurance
- Replaces former piece, Permanent life insurance: Matching your needs to the right solution (46-9892)
- Updates include client-friendly language, better descriptions of our insurance products as well as new branding and refreshed design
| Talk to your clients about market cycles | - We're in the later stages of the market cycle, which can come with more volatility
- We're committed to giving you the resources you need to help keep your clients invested for the long-term
- Check out the updated market volatility toolkit for materials you can use to talk to clients about market changes and suggested solutions for volatile times
| Wealth Operations Update | - Original copies not required – Reminder
- Form updates
| Insurance Operations Update | - Free your time! Let Canada Life order medical evidence for you
- Random Sampling
- Wet Signatures Reminder
|
|
