Doing business with Canada Life – Jan. 31, 2023
Submitted by Krishan on February 3, 2023 - 4:59pm
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Your business is unique. That's why we're committed to providing you with flexible, tailored support to help you navigate industry changes, assist your clients, grow your business and serve more Canadians.
This newsletter is your one-stop spot for the latest information on doing business with Canada Life. | | |  | Compliance |
| | | | Upcoming changes to licences and errors and omission coverage in New Brunswick | As of Feb. 1, 2023, if you operate an insurance agency (firm) in New Brunswick, your agency must be licensed. This is in addition to your individual advisor licence. You have until April 2, 2023, for your agency to become licensed. As well, advisors and agencies must give New Brunswick’s Financial and Consumer Services Commission (FCNB) proof they have a reasonable amount of errors and omission coverage. See more details on both requirements, including your next steps, here.
Read more › | | |  | Building your business |
| | | | Need help starting client conversations this RRSP and TFSA season? | With RRSP season in full swing, take advantage of our updated RRSP and TFSA toolkit. You’ll find timely new articles you can share with your clients, including ones on how recessions and inflation impact retirement savings. In it, you can also access a new tax summary for 2023. Use these new resources to support your business, start more meaningful client conversations and give advice that can help your clients reach their savings goals.
Check out our RRSP and TFSA toolkit. | | Self-directed NB WebApp learning resources now available | Starting Jan. 31, you’ll have access to self-directed learning and other resources to help you complete insurance applications in New Business (NB) WebApp. If your application doesn’t qualify for SimpleProtect and you need help using NB WebApp, consult these resources. By being able to access these resources on your schedule, you can focus on working with your clients. This will allow you and Inside Sales to focus on sales support, case consultation, joint field work and other activities.
Learn more and review resources here › |
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