Thank you for doing business with Canada Life. Here’s the latest issue of the eBulletin from Canada Life with information to help you in your business with us.
In this week’s issue:
1. Segregated fund protection in a securities world
• Preferred series pricing options for affluent investors
• Protection of your clients’ wealth and estate
3. Important life insurance form changes
• Old forms no longer accepted after Oct. 31, 2012
• Small supply sent to regional marketing centres
• Forms available through Supply and RepNet
4. Investment objective broadens International Bond Fund (CLI)
• Update makes international fund more competitive, compelling for clients
5. FINTRAC continues to request compliance assessment reports
• Advisors need to complete assessment report if requested
• Tool on RepNet to help advisors establish compliance program