| Your large case support from Canada Life is getting a new name: Canada Life Elevate. | Canada Life has the most extensive large case support in the industry. Today, we’re announcing a new name for this industry leading support: Canada Life Elevate.
Why Canada Life Elevate?
Large cases are important, and securing a large case can be complex and time consuming. Our support teams are here to take your experience to the next level, elevate your large case business and help you win more large cases.
How does Canada Life Elevate support your large case business?
We provide you access to leading expertise in the industry. This includes:
- Two dedicated large case underwriting teams with more than 200 years of combined underwriting experience.
- Dr. Bruce Empringham, a medical consultant who works directly with you and your clients to help you package the case for underwriting and will help you and your client understand medical underwriting and explain decisions.
- Certified professional accountants with best-in-class expertise in financial underwriting. They’ll help you package your large cases and obtain the amount of coverage needed for the case.
- The most extensive large case regional wholesaling organization in the industry. These insurance experts will work with you to develop consolidated, personalized insurance plans and strategies.
- Access to our regional wealth and tax planning consultants. This group of tax lawyers, certified professional accountants and insurance experts understand the complexity and nuances of handling a large case. Their expertise will help avoid any tax or estate surprises for you and your clients. If needed they can also access our Tax and Estate Planning group, a national support team with estate planning expertise.
For more information about Canada Life Elevate and how it can help you win more large case business, please visit our website or contact your insurance sales partners. | | | Don’t wait – get access to the expertise of the Tax and Estate Planning Group today. Register now to join your peers on March 8 at 1 p.m. ET for a webinar hosted by Marco D’Aversa, Manager, Tax and Estate Planning Group, Canada Life. Marco will discuss how a corporate policyowner can access their life insurance policy’s cash value, including the tax implications.
Before the event, listen to Canada Life’s Tax and Estate Planning Group’s latest podcast on the differences between shareholder and corporate borrowing in the context of the corporate collateral loan strategy. Find more resources on accessing a policy’s cash value here. | | | | Insurance Operations updates | - Reminder – 320 CAN Pre-authorized debit agreement
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