Getting Your Clients Organized | Global Pacific Financial Services

Getting Your Clients Organized

Submitted by Victoria on June 21, 2021 - 12:38pm

Printer-friendly version

Tip of the month
Getting your clients organized: Deeper discovery and stronger relationships

Our new My Life List was designed to help your clients document what they owe and what they own.

Read more…

Insurance
Discover the perfect advertising tools to develop your life insurance customer base

These tools were created for you to use when communicating with current and potential clients.

Read more…

Reminders

Investment
Reminder for investment and universal life insurance products

On June 18 and 21, important changes were made to our products and services.

Read more…

Administrative
Statutory Holiday

Please take note of our business hours for the upcoming statutory holidays.

Read more…

Quick links

Discover our sales team - Western Canada

Discover our sales team - Ontario

Discover our sales team - Quebec

Underwriting and New Business

Merit Plan 2021

Performance of SSQ Strategy and Celestia GIFs

Printed Documents Order Form (Individual Insurance)

Printed Documents Order Form (Investment)

2020 Annual Report

What can we help you with?

GIA Interest Rates

Fund Returns

Illustration software

Log in Advisor Site

How may we assist you?

Call Toll Free: 1 800 561 1177
Fax: 604 581 2629

Mon - Fri: 8:30 am – 5:00 pm (PST)

Feedback Form

Welcome. Global Pacific Financial Services Ltd. ("Global Pacific") is a Canadian corporation, independently owned and operates as a Managing General Agency (MGA) distributor for insurance and financial products. Global Pacific is licensed in the following jursdictions: Alberta, British Columbia, Manitoba, Northwest Territories, Ontario and Saskatchewan. By logging into Global Pacific's website you agree to comply with Global Pacific's Terms & Conditions.

Copyright 2026 Global Pacific Financial Services Ltd. All Rights Reserved.