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. Please forward to your advisors where appropriate.
In this week’s issue:
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- Underwriting and policy issue wrapping up for 2016 life insurance policies
- Policies will be issued as soon as possible to meet final AOPR signature date of March 31, 2017
- New three-in-one tool: Corporate estate transfer +
The Corporate estate transfer tool has been enhanced to include policy loans. Now the tool can tell three stories in one:- Corporate estate transfer
- Corporate estate transfer and cash withdrawals
- Corporate estate transfer and policy loans
- New Wealth Management Operations Update
- Information and changes that are essential to your daily business processing
- Important reminders that help support your wealth management operations