Doing business with Canada Life - August 1, 2023
Submitted by Krishan on August 1, 2023 - 10:17am
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PDF version | To view this email as a web page, click here. | |  | | | | Your business is unique. That’s why we’re committed to providing you with flexible, tailored support to help you navigate industry changes, assist your clients, grow your business and serve more Canadians.
This newsletter is your one-stop spot for the latest information on doing business with Canada Life. | | Starting Sept. 1, new content will no longer be posted to advisor sites or RepNet | | All new content or content updates will only be posted to Workspace. This is designed to help support your transition to Workspace so you can get more comfortable with it before advisor sites and RepNet go away later this year. | | Don’t have Workspace yet? Learn more and register today! |  | Did you know you can get Process Navigator on Workspace? |
| | Find the forms and processes you need to do business with Canada Life in one place. Just go to Workspace to access Process Navigator and complete your client facing business and easily service your clients’ daily transactions. | | Segregated fund guides are now available on Workspace. Keep a lookout for the mutual funds guides that’ll be added soon. | | You can find Process Navigator under the 'Forms & processes’ section on the navigation bar. |  | Session from Virtual Learning Academy: intro to Workspace |
| | Increase efficiencies in your business by learning how to properly use Workspace, centre of Canada Life’s digitally enabled future, in this new, live session. You’ll get a demo on how to navigate the tool, make client edits, review product and policies and access new tools and products. The live instructor will answer any questions you have in real time. | The session will be offered:
Aug. 2 & Aug. 30 at 12 p.m. ET (English)
Aug. 8 & Aug. 15 at 3 p.m. ET (Mandarin)
Register now: English session or Mandarin session! |  | Looking for more CE credit opportunities? You can find them on Workspace! |
| | Go to Workspace and gain access to a variety of online continuing education (CE) courses, such as business planning, wealth, technology, compliance and more. For each qualifying course you complete, you’ll receive a CE certificate from Canada Life’s CE Credit Centre. | | For more information on online learning resources available on Workspace, go here. |
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