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eBulletin: August 21, 2020
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Revamped Chinese marketing catalogue now live

  • We value our Chinese-Canadian customers and are committed to providing more in-language materials to support your business. We've revamped the catalogue and added the pieces below
  • Insurance: Stability for uncertain times (46‑10825) and this year's Financial facts (46-4758). Use these pieces to talk with your clients about Canada Life participating life insurance
  • Wealth: Secure your legacy (46‑10517) and Income annuities: retirement income guaranteed (46‑9479). Use these pieces to help your clients reach their financial goals

New business system – Delegate access functionality changed and advisor code field added

  • We've made some security changes within the new business system to correct access issues; access to applications is now driven by the advisor code instead of the user ID (portal ID)
  • We've added a new field (producer advisor code) to the new business system which controls access to draft applications

DocuSign option for National Bank applications

  • This option is now available for investment loans, investment lines of credit, and RRSP loans only
  • Use this digital process only with your existing clients
  • Use the enclosed email template for securely sharing documents

Your resource for conducting business digitally

  • We've moved to a much more virtual and digital way of connecting with clients and conducting business, as a result of COVID-19
  • This is your source for everything you need to continue to conduct business in a virtual environment while also giving you updates to processes as our communities continue to reopen
  • Resources include news such as paramedical process updates, digital business guides, frequently asked questions, tips on connecting with clients virtually and recordings of every This week with Canada Life call