Want to sell insurance? Download the latest illustrations software |
- Download ConcourseTM v4.1 to illustrate and submit insurance business
- The updated software gives you access to all Canada LifeTM products, including the new par and has improvements to the living benefits software, like the addition of data export
- Save all current or old illustrations cases/reports as PDFs before downloading v4.1
- Concourse can be downloaded here. It can also be accessed via RepNet
|
New Canada Life fund feature sheets available now |
- New feature sheets provide you and your clients with information you need to know about Canada Life segregated funds – including competitive advantages and the investment process behind each fund
- Stay tuned and bookmark this page – as we become stronger together under one brand, we’ll be creating even more fund sheets so that there’s a sheet for every mandate on the Canada Life wealth shelf
- For more information on the wealth shelf, see the Segregated funds marketing toolkit
|
Living benefits enhancements |
We've made two updates to our living benefits products: - Increased the critical illness insurance maximum benefit
- Enhanced the residual disability rider to provide more flexibility for clients when reporting their prior earned income for consideration
|
Equitable Bank releases new CSV MAX line of credit |
- Offers a higher loan to cash surrender value (CSV) ratio than previous version
- Removes age restriction making it available to clients who are over age of majority
- Previous version of CSV was launched in December 2018; it's been renamed CSV Flex and is for clients over 50
- Check out the new CSV advisor brochure for more information
- Questions? Please contact Mike Pilz, Senior BDM, CSV Line of Credit
|
