Wealth insights for your business needs
Submitted by Krishan on October 6, 2023 - 9:27am
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| | For advisor use only. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. | Explore new investment strategies and sign up for exclusive content
Value or growth? It may be time to explore new investment strategies designed to thrive in today’s market. We’re here to help. Sign up today to receive a limited series of market insights and strategies delivered right to your inbox to help you prepare for client conversations this fall. | | |
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| | Questions about series pricing and fee rebates? We have a guide for that!
Answers you need at your fingertips! Our new segregated funds pricing structures and fee rebates quick reference guide lets you easily see the differences in how fees are charged and management fee rebates are applied across series. Use it to help you identify the series that would best suit your clients’ unique needs. | | Register for upcoming Canada Life Portfolio Manager Connect Series events
Don’t miss this monthly webinar series that’ll help you guide your clients through an uncertain market with confidence. Hear updates on the Canada Life™ shelf and get answers to your questions from the experts at Irish Life Investment Managers, Putnam Investments and a new addition to the Canada Life shelf – Cohen & Steers.
CE accreditation for these streaming events is pending approval.
Register today › | | Your elevated market volatility toolkit is here
Did you know that market volatility ranks as investors’ #3 concern in 2023, just behind inflation and recession?1 Now more than ever, clients may look to you for investment advice. We’re here to help you be prepared. Support your clients through the market’s ups and downs with resources in our market volatility toolkit. We’ve enhanced it with new and updated materials for your meetings with them. The toolkit also has new content you can share online or directly with your clients, to support them in volatile markets.
Use these resources to prepare yourself for client conversations, educate them on market volatility, help ease their rising worries and help them avoid making emotional investment decisions. | | Changes to commission rates for some term certain annuities
To remain competitive and improve incomes for clients, we're changing the commission structure on term certain annuities with terms less than 10 years. Effective Oct. 23, 2023, the commission scale for these products will change from a level commission rate for all terms to a level commission rate per year of term.
While this change means reduced commission on some term certain annuities, client incomes for some terms will increase, helping put more money into your clients' pockets. Making commissions more consistent across guaranteed income products also means a more streamlined process for you. You’ll no longer need to request commission reductions via head office, unless you wish to take a further commission reduction to improve your clients’ returns.
Learn more › | | Why is now the time for dividend investing?
With today’s rising interest rates, high inflation and potential global recession, we’re in uncharted investment waters. Growth stocks have dominated for the past decade, but we may be positioned for a shift back to quality.
Check out our investment spotlight page where we break down the opportunity dividend investing can provide for you and your clients. You can also download our latest report, ‘Return of the dividend’. | | Wealth operations update - Maturity instructions are due in December for registered savings policies
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| | 1 Natixis Investment Managers S.A. and Natixis Investment Managers International (2023). “Past performance is no guarantee of future results: Investors struggle to reset expectations for a new market environment.”
Canada Life segregated funds are available through a segregated funds policy issued by The Canada Life Assurance Company. 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, available from your advisor.
Canada Life and design, Canada Life Investment Management and design, and other marks followed by the ™ 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. Canada Life Investment Management Ltd. is a wholly owned subsidiary of Canada Life.
© 2023 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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