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Submitted by Krishan on February 8, 2024 - 3:34pm
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| | Compensation guide changes effective Feb. 12, 2024 | The compensation guide will be updated to include compensation for UL and changes to the advisor-related chargeback period for both Par and UL level cost type. | |
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| | New Investing with conviction: private assets | Learn more about the advantages of private asset exposure and how it benefits participating account policyowners in the latest edition. | | Boost your sales conversations with new Canada Life My Par Gift case study | Check out a new case study that focuses on how two clients were able to use Canada Life My Par Gift™, to cover a tax liability and grow their gift to their favorite charity. | Available on the My Par Gift resource page. | | Increases to buy-sell disability insurance lump sum benefit limits | We’ve increased our buy-sell disability insurance lump sum benefit limits from $1,000,000 to $2,000,000 (impacting monthly income benefit limits as well). | Learn more about the new process for illustrations and web applications greater than $1,000,000 here. | | Coming Feb. 12 – Share saved cases in Canada Life Illustrations | In the next update you’ll be able to download and share your saved cases from Canada Life Illustrations. | Learn more › | | Insurance Operations updates | - Form 17-8139 now exclusively available on Advisor Content Hub
- Form updates – Conversion and policy change applications and universal life forms
- Transferring ownership at the time of conversion/guaranteed issue
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| | Canada Life and design, Canada Life My Par Gift and other marks followed by the ™ symbol at first time of use are trademarks of The Canada Life Assurance Company. Canada Life for Advisors | |
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