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Submitted by Krishan on March 22, 2024 - 11:37am
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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. | |
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| | New features coming to Canada Life Illustrations | Coming Mar. 25 to Canada Life illustrations, you’ll find easier access to non-integrated sales strategies, a new option to add advisor profiles and an auto-save feature to recover illustrations in progress. Learn more about these upcoming enhancements. | | Embrace the era of web-based Canada Life Illustrations | Get a head start as we gear up for the removal of the desktop insurance illustration software. Access Canada Life Illustrations through Workspace today to get familiar with the enhanced experience and features. Learn more. | | Canada Life Elevate is supporting your large case needs | We have two new resources to help you navigate the world of underwriting large cases. This includes a new guide detailing the large case underwriting process from start to finish, and a new article by Sylvie Schmaus, AVP Advanced Underwriting, and Brigitte Loos, Vice-President, Chief Underwriter, to demystify the world of reinsurance. Check out these resources now. | | Insurance Operations updates | - Form update – Surrender request form (332 CAN)
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| | Canada Life and design, and other marks followed by the ™ symbol at first time of use are trademarks of The Canada Life Assurance Company. Canada Life for Advisors | |
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