News and product updates

Submitted by Krishan on June 6, 2024 - 12:01pm

Help your clients transfer their wealth smoothly

This new case study dives into a real-life scenario to show how segregated fund policies can help ensure an efficient transfer of wealth to future generations.

Wealth Centre content is moving to Workspace

On June 14, Wealth Centre will be shut down. Go to the Wealth products page on Workspace to access all content or search for what you need.

Events

June 20: Use insurance to fund buy/sell agreements - This webinar will explore the importance of buy/sell agreements and provide an understanding of the different buy‐out methods when insurance is used to fund the buy/sell obligation. Plus, don’t miss out on the chance to earn CE credits.

New report: Bonds are back

Discover why bonds are making a comeback in today’s market. Canada Life Investment Management’s data-driven report provides insights to help your clients capitalize on this positive market momentum for bonds, make informed decisions and enhance overall returns.

Pocket your bonus before time runs out

For every segregated fund application you submit digitally until June 30, 2024, you’ll get a 0.5% bonus of gross sales for all new eligible business.