Your business is unique. That's why we're committed to providing you with flexible, tailored support and development opportunities to help you navigate industry changes, assist your clients, grow your business and serve more Canadians. |
Shutdown date extended for RepNet | As you know, we planned to decommission RepNet in Q1 of this year. However, we’ve heard your feedback and have postponed RepNet shutdown to later this year. We’ll continue to make enhancements to Workspace.
We’ll keep you updated on timing. In the meantime, continue to explore Workspace and check out our facilitated training sessions and resources. |
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| Compliance |
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Protect your client’s privacy when submitting their information |
Record and submit only necessary information when completing forms. Copies of your client’s identification (ID) should never be submitted with the non-photo owner ID form (NPOI). A few processes may require a copy of your client ID and these should be sent separately and not included in an e-signed document. |
What’s happening with Bill 64 (Law 25)? |
Bill 64 (Law 25) is designed to further regulate how we collect personal information and improve privacy standards. On March 20, you’ll begin seeing new privacy language on the SimpleProtectTM online application.
Learn more |
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| Digital solutions |
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New product details available on My Canada Life |
Including: - Additional deposit option and policy loan details for participating life insurance
- Insurance contingent owner(s) and some billing details
- Banking details for investments with a scheduled contribution, withdrawal or income payment
Learn more and invite clients
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| Events |
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Last call: Uncover new opportunities using universal life insurance |
Don’t miss out on your chance to see how our newly enhanced universal life insurance (UL) can be a key part of your client’s financial plan. Join us on March 27 at 1 p.m. ET for a CE-accredited webinar showcasing client planning opportunities using UL. We’ll cover product updates and show how you can use UL to meet your clients’ unique insurance needs. Register now. |
Recap: Canada Life Portfolio Manager Connect webinar – Brandywine Global Investment Management |
Watch the webinar on demand* to hear from Michael Arno, Portfolio Manager and Senior Research Analyst, on accessing the broader global fixed income universe to help better manage risk, diversify sources of income and enhance total returns.
Also read the session’s highlights that’ll be published on our website shortly. |
Watch now! |
Don’t miss out. Register for Virtual Learning Academy sessions. |
Attend these live, facilitated online sessions to learn how to grow your business. Sign up today!
Learn more about all upcoming events and view past event recordings on Workspace. |
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This newsletter isn’t the only place to get information on doing business with Canada Life. Check out the latest news from Canada Life on Workspace. |
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