Dive into the latest product news
Submitted by Krishan on April 4, 2024 - 8:31am
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PDF version New: Charitable giving sales strategy added to Canada Life Illustrations View in browser | | 
| | New: Charitable giving sales strategy added to Canada Life Illustrations | For your convenience find the charitable giving strategy in Canada Life Illustrations on April 8. | | |
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| | Join C WorldWide at the upcoming Portfolio Manager Connect event! | Join David Rindegren, Portfolio Manager, as he gives insights on how C WorldWide aims to deliver a competitive edge and add value by investing in companies that benefit from longer-term top-down global trends. Earn CE credits*, ask questions and get strategic viewpoints, investment philosophies and asset class expertise!
May 14 at 11 a.m. ET | Register today! | | New universal life insurance marketing resources now available in Chinese | To support your client conversations, key universal life insurance resources are now available in Simplified Chinese and Traditional Chinese.
See them now on the universal life resource page. | | More reasons to use the digital segregated fund application | Have you started using our new digital segregated fund application on Workspace yet? Now there’s even more reason to do so. We've extended the bonus period to give you more time to take advantage of this opportunity. You'll continue to get rewarded with a 0.5% bonus of gross sales for all new eligible business you submit digitally until June 30, 2024. * Plus, non-registered (single) accounts are now included in the application, in addition to RRSP, TFSA and LIRA.
Check out the incentive details. | | The Canada Life insurance bonus program is almost over! | Don’t let time get away from you. Advisors with new qualifying business written between Sept. 5, 2023 and Feb. 29, 2024, and placed by April 30 could earn a bonus of $1,000 for 10 new life insurance cases or $2,000 for 15 new life insurance cases. Advisors who earn a bonus will be contacted in June. | Learn more | | Insurance Operations updates | - Form update- Assignment form (66 CAN) and Hypothecation form (17-8191)
- Reminder – FATCA/CRS tax status self-certification
- Conversion/guaranteed issue contract delivery
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| | * Incentive dates are subject to change.
This series is for advisors only. The Canada Life Portfolio Manager Connect Series is intended to focus on mutual funds and segregated funds available to individual customers. The funds/mandates discussed may not be available through a group variable insurance contract, or where they are available may differ from the funds described in this presentation. CE accreditation for these streaming events is pending approval.
These funds are available through a segregated funds policy issued by The Canada Life Assurance Company. Make your investment decisions wisely. Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value. A description of the key features of Canada Life's individual variable insurance contract is contained in the information folder.
Canada Life and design, Canada Life Investment Management and design, and other marks followed by the TM symbol at first time of use are trademarks of The Canada Life Assurance Company (“Canada Life”). Other marks displayed in this piece are trademarks of a third party, and used with permission or under licence. | |
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