Wealth insights for your business needs
Submitted by Krishan on April 13, 2023 - 11:02am
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| Learn about value investing, new chargeback option and Portfolio Manager Connect Series recap | | Is it time for value investing? | | With today’s rising interest rates, increased inflation and market volatility your clients want to know what you're doing to protect their portfolio. This can make it a good time to consider value investing, which looks at the health of companies, not just how they are currently performing. Check out the latest report from Canada Life Investment Management Ltd. to learn more about how and why the value investing approach outperformed other styles recently and how to start the conversation with your clients in 2023. | | | |
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| | | | Check out the features of our new chargeback option | On May 12, we’re introducing a new two-year chargeback sales charge option for our Canada Life Segregated Funds policies. This option complements our existing four-year chargeback and front-end load options, giving you flexibility to suit your client’s needs.
With our two-year and four-year chargeback options, we’ll pay an upfront gross sales commission of 3% and 3.5%, respectively, with trailers beginning in the first month. We’ll continue to offer 4% upfront gross sales commission on our current four-year chargeback option until May 11, 2023. Compensation percentages are gross percentages. For your rate, refer to your compensation guide.
See how our chargeback options compare with our updated Chargeback options brochure.
For questions about chargeback options, check out the Q&A or connect with your Canada Life wealth wholesaling team. | | | | Canada Life Portfolio Manager Connect Series: highlights from Beutel Goodman | Canada’s stock market is fairly concentrated, with three sectors making up nearly two-thirds of its value.1 Looking for information on how to talk to your clients about investing in it? Read our latest Portfolio Manager Connect Series recap. You’ll learn how Beutel Goodman’s value investing approach can help your clients diversify in the Canadian market. We cover why Canada is well-positioned, how Beutel Goodman’s team maintains a diversified portfolio in the Canadian market and how they’ve been able to provide stability in volatile conditions.
Read more › | | | | March 2023 market update – Bank of Canada hits pause while the U.S. Fed continues hikes | Read the full commentary from Canada Life Investment Management for a detailed look at the markets and share it on your social media channels or by email.
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| | | 1 Canada’s sector weights approximated using the S&P/TSX Composite Index. |
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