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News and product updates
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Canada Life

 

Advisor Solutions

 

 

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New segregated fund toolkit: support your women clients 

Women represent more than half of the Canadian population, making them a key client segment for your segregated fund business. Many seek security and independence in their investment choices. Our new Women and wealth toolkit brings you insights to strengthen your client relationships with meaningful financial solutions. Learn how segregated funds can offer protection, growth potential and estate planning advantages for their unique needs.

 

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Decrease in variable policy loan interest rate

Effective March 10, the variable policy loan interest rate for our participating and universal life insurance policies will decrease to 7.2%. We’re making this change because of recent decreases in the Bank of Canada’s benchmark interest rate.

 

Streamlining our mutual fund lineup

We’re updating our mutual fund offering to keep our products current. On May 23, 2025 we’re enhancing the Canada Life Global Low Volatility Fund. We’re also merging three funds with similar investment goals to create a stronger, more streamlined lineup.

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Events

  • March 18: Market Connect. 60 days in: Trump’s impact - Join us for an in-depth analysis of Trump’s early policy moves and their impact on the economy and investment markets. Gain actionable strategies to adapt your portfolio in this evolving political landscape. CE credit details: pending.
  • Apr 3: Designating a beneficiary – tips and traps in individual and corporate scenarios - Why has proper beneficiary designations for life insurance policies become more important than ever? Find out during our advanced education webinar presented by Carol Foley from Tax and Estate Planning Group. We’ll discuss common individual and corporate scenarios and show you more ways to help your clients meet their estate planning.

See all events and recordings

 

Create integrated sales strategies - fast

Have you used Canada Life Illustrations for integrated sales strategies? In under a minute, create sales strategies without having to go back and forth with Excel. Here are the latest updates.

 

Find the right disability insurance for your clients

Your clients’ disability insurance needs are as unique as they are. Whether they’re an executive, employee, business owner or tradesperson, our new resource can help you determine the right solution.

 

Change to SimpleProtect support

We’ve made improvements to your SimpleProtectTM support. Now, instead of the Service Desk, the Workspace contact centre will support SimpleProtect. This move improves support in many ways.

 

Operations update

 

 

A description of the key features of the segregated fund policy is contained in the information folder. Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value. Canada Life segregated funds are available through a segregated funds policy issued by The Canada Life Assurance Company.

Canada Life and design and My Canada Life are trademarks of The Canada Life Assurance Company.