Doing business with Canada Life – March 28, 2023

Submitted by Krishan on March 28, 2023 - 11:30am

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.

Compliance

Security standards, and safeguards for protecting your business

Follow these recommended standards and safeguards to help protect your business and your clients’ information from cyberattacks.

Building your business

What’s new with My Canada Life

Have your clients registered with My Canada Life™? It gives clients a 360-degree view of their products across insurance and wealth. Next month, tax documents are available to download.

New:

We’ve added more product details to segregated funds for most clients:
- Total contributions less withdrawals or total transfers in for locked-in retirement accounts (LIRAs) since policy issue
- Maturity and death benefit guarantees
Clients who have opted to go paperless will receive an email notification whenever they have a new document to view online. This year, we’ll still send clients a printed tax document (in addition to their electronic document.)

Stay on top of what’s available within My Canada Life

Invite your clients to My Canada Life

Follow Canada Life for Advisors on our new LinkedIn page for digital tools, market leading solutions, practice management and expert insights.

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