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eBulletin: September 3, 2020
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Thank you for doing business with Canada Life. Here's the latest issue of the eBulletin from Canada Life with information to help you in your business with us. Please forward to your advisors where appropriate.

Hugh Moncrieff, Executive Vice-President, Advisory Network and Industry Affairs on market trends

  • Visit LinkedIn to see Hugh's commentary on how market trends impact you and our organization.
  • Hugh shares that with low interest rates, changing consumer demographics and expectations and a demand for digital experiences, we'll all need to adapt our business to ensure future success
  • Join the discussion!

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

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