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. |
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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. |
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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. |
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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 › |
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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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Read more › |
