Here for you, so you can be there for your clients

Over the last few months, we’ve shared a number of exciting changes to our wealth and insurance offerings.

We’re living in a world of change and opportunity and Canada Life is leading the way to meet the needs of clients and advisors. The opportunity has never been greater – soon the world will see the biggest transfer of wealth with an estimated $750 billion transferring to Canadian boomers over the coming decade and 5.5 million millennials becoming new parents and homebuyers over the next 7 years.

These trends offer great opportunity for the financial prosperity of Canadians.

From product and underwriting enhancements, to investments in technology, operations, and marketing, we’re committed to giving you what you need to excel. Here are a few of the great things we’re working on to support the growth of your business.

As always, if you have any questions or would like more information about these initiatives, please feel free to reach out to me.

Great news from Operations and Customer Service

Our service in New Business is back to standard and you’ll now see faster processing turnarounds than you’ve seen over the last while. We’re excited to tell you about what we’ve been working on over the last few months across our operations teams to get service back to the efficiencies you expect and deserve, and what we’ve developed to take us from good to great moving forward.

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Leading the path forward with segregated funds

We’ve introduced new funds, streamlined our fund shelf and moved towards fee-based investing with Partner series.

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Coming soon: SimpleProtect

I want to share with you some of the exciting work coming out of our first digital lab where we have small, cross-functional teams focusing exclusively on developing innovative and efficient solutions that transform the advisor experience. SimpleProtect is a simple online application for term life insurance. Simple means fewer questions, faster processing and a better client experience.

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Enhancements to our insurance offering

This summer was a busy time for our insurance business. We introduced new rates for term insurance, increased our limit for no medical testing and released inforce illustration software.

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New insurance tools. New conversations.

We’ve created new and updated materials to help insurance conversations with clients.

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Join us for our Fall Canada Life Days, featuring product and business development sessions designed with you in mind. These informative programs will focus on helping you achieve more. Looking forward to seeing you there!

Winnipeg – Oct. 22
Saskatoon – Oct. 23
Regina – Oct. 24
Calgary – Oct. 29
Laval – Oct. 30
Edmonton – Nov. 1
Kingston – Nov. 1
Quebec City – Nov. 1
Moncton – Nov. 6
Montreal – Nov. 7
Markham – Nov. 14