| Help your clients go global with nine new Canada Life segregated funds |
- On May 11, 2020, Canada Life added nine new global mandates to its segregated fund shelf. These new funds leverage strong global core investment competencies of some of the world's largest investment managers, including Beutel Goodman, Fidelity Investment, T. Rowe Price, and Capital Group
- All the nine new funds are now available for sale. To help you share this exciting opportunity with clients, new and updated marketing resources and tools are available
- The segregated fund marketing toolkit, your go-to source for Canada Life segregated fund information, has been updated with feature sheets for the new funds, fund manager videos and a going global resource
|
| Register now for the Canada Life Day – National virtual event on June 17, 2020 |
- Hosted by Jim Brownlee, Vice-President MGA Partnerships
- You can earn continuing education (CE) credits for attending
- Sessions cover topics such as Canada Life's segregated funds; tax planning in recessions and bear markets and Canada Life's participating insurance
- You can choose which sessions to attend based on your needs and interests
- For Mandarin registration, click here
|
| Extended deadlines for COVID-related insurance processes |
- We will continue to offer 120-days on temporary- and conditional-insurance agreements (TIA/CIA) for all eligible life, CI and DI applications signed on or before June 30, 2020
- June 30 is the new deadline for our 2 options for clients struggling to pay their insurance premiums due to COVID-19. Clients with premium payments due on or before June 30, 2020, can now request one of these options
- Relaxed evidence requirements for ages 18 to 40 CI applications are now permanent. The changes to underwriting requirements for life, DI and CI for ages 41+ will continue temporarily, without a set end date
|
| Your support toolkit for quick access to important resources (MGA / NA / IG) |
- Access to your support contact information
- The toolkit provides quick access to procedure and form guides
|
| Continue to reach your clients with pre-approved emails |
- Templated emails are now available to touch base with your clients about COVID-19
- These emails can help you reach out to clients and let them know you're there for them
- Key messages about how you can help with both insurance and wealth products are included
|
| Get social with Canada Life |
- With recent critical illness insurance enhancements including a new term 20 option, there's never been a better time to share some critical illness insurance posts on social media
- We've prepared social media posts you can use to communicate with your clients during this challenging time
- Share these helpful, social media messages with your Facebook and Twitter network using our new social media library
- Check back often – we'll update this library with more messages in the future
|
| GLC's Science and Tech portfolio – finding growth opportunities through innovation |
- GLC's lead portfolio manager, Martin Rose, explains his investment process (and the company characteristics he likes to see before he buys) for the Science and Tech (London Capital) fund.
- Science and Tech (London Capital) is designed to balance stability and growth opportunities through a mix of larger mature companies and smaller companies that have developed a new or disruptive product or service
- Martin explains why today's challenging market environment isn't dampening the portfolio management team's enthusiasm for the long-term potential of the companies held in the fund
|
| Your clients can now donate life insurance policies to bona fide B.C. charities |
- As of May 1, 2020, the BC Financial Services Authority (BCFSA) clarified rules about the donation of life insurance policies
- People can now donate their life insurances policies to bona fide charities in B.C.
|
| COVID-19: Helping you help your clients |
- We're committed to supporting you and your clients as we see growing concern over COVID-19
- Check out our COVID-19 landing page with all the information and resources you need to navigate through these unprecedented conditions
|
Printer-friendly version
PDF version
