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
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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
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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
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Wealth Operations Update |
- Original copies not required – Reminder
- Form updates
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Insurance Operations Update |
- Free your time! Let Canada Life order medical evidence for you
- Random Sampling
- Wet Signatures Reminder
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