Learning resources at your fingertips: Transitioning to one shelf |
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Reminder: RRSP and TFSA toolkit |
- Your clients have until March 2 to make a contribution to their RRSP for the 2019 tax year
- Take advantage of this opportunity to check in on their financial plan
- Visit our new RRSP and TFSA toolkit for all the resources you need to start the conversation – from brochures to forms and client meeting materials
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Protecting your practice and your clients' confidential information |
- Establishing effective security and privacy practices – and ensuring the personal information you collect is protected – helps maintain client trust and confidence
- Here's a list of ways to protect your clients' confidential information
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Changes to requesting a re-issue |
- Effective Jan. 1, 2020, the process for requesting changes on newly issued placed policies (formerly known as re-issue) has been updated
- All placed policies will be treated as either a policy change or a replacement. These will no longer be treated as re-issues. This is applicable to any policy with a placed status, regardless of the date it is placed
- Some changes will no longer produce a new contract and will be handled as either a policy change or a replacement. You can learn more about these changes here
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Action required: Update advisor disclosure templates |
- As a result of amalgamation, references to Great-West Life, London Life or London Life Insurance Company have changed to Canada Life or The Canada Life Assurance Company respectively
- To be compliant you must now change these references in your disclosure. No additional changes were required to the templates
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