Wealth insights for your business needs (advisor use only)
Submitted by Krishan on July 7, 2023 - 2:03pm
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| For advisor use only. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. | | Canada Life Generations segregated fund policies move Aug. 4 | More wealth products are moving to our new policy administration system this summer to provide you and your clients with a simplified, more consistent experience across wealth products. We emailed advisors with impacted clients on June 26. We mailed letters to impacted clients the week of June 26 so they may have started contacting you. If you didn’t receive an email, you may not be directly impacted by this move to the new system. There’s nothing for you to do right now. As we get closer, there may be impacts to some of the systems you use. We’ll keep you updated.
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Pro tip: If you have clients with policies being moved, we suggest you bookmark this landing page and check back often. It will be updated regularly. |
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| | | | Reminder: upcoming 2023 Mid-year Market Outlook event | Have you registered yet? On July 13 from 1 to 2:15 p.m. ET, Canada Life Investment Management’s 2023 Mid-year Market Outlook webinar will cover some of the biggest issues investors are facing today.
While volatility, inflation and banking risks having put a damper on the outlook for economic growth, there may be a silver lining on the horizon for investors. Our host Dan Gremonprez will be joined by Chris Dillon of T. Rowe Price and Brandywine Global’s Katie Klingensmith to give their thoughts. You’ll also get a forecast on the markets for the second half of the year to help inform your strategic perspective.
Register now.
CE accreditation for this streaming event is pending approval. | | | | Canada Life Portfolio Manager Connect Series: highlights from Northcape Capital | Read our latest recap article to learn how investment manager Northcape Capital hand picks high-quality opportunities for clients seeking long-term growth. With more than 1,400 mid- and large-cap companies across 27 countries in the MSCI Emerging Markets Index, this is no easy task. Northcape has proven they’re up for the challenge, receiving a five-star overall Morningstar Rating™ for the Canada Life Pathways Emerging Markets Equity Fund.
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| | Canada Life and design, Canada Life Investment Management and design, and other marks followed by the TM symbol at first time of use are trademarks of The Canada Life Assurance Company (“Canada Life”). Other marks displayed in this piece are trademarks of a third party, and used with permission or under licence. Canada Life Investment Management Ltd. is a wholly owned subsidiary of Canada Life.
© 2023 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. |
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