Revamped Chinese marketing catalogue now live |
- We value our Chinese-Canadian customers and are committed to providing more in-language materials to support your business. We've revamped the catalogue and added the pieces below
- Insurance: Stability for uncertain times (46‑10825) and this year's Financial facts (46-4758). Use these pieces to talk with your clients about Canada Life participating life insurance
- Wealth: Secure your legacy (46‑10517) and Income annuities: retirement income guaranteed (46‑9479). Use these pieces to help your clients reach their financial goals
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New business system – Delegate access functionality changed and advisor code field added |
- We've made some security changes within the new business system to correct access issues; access to applications is now driven by the advisor code instead of the user ID (portal ID)
- We've added a new field (producer advisor code) to the new business system which controls access to draft applications
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DocuSign option for National Bank applications |
- This option is now available for investment loans, investment lines of credit, and RRSP loans only
- Use this digital process only with your existing clients
- Use the enclosed email template for securely sharing documents
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Your resource for conducting business digitally |
- We've moved to a much more virtual and digital way of connecting with clients and conducting business, as a result of COVID-19
- This is your source for everything you need to continue to conduct business in a virtual environment while also giving you updates to processes as our communities continue to reopen
- Resources include news such as paramedical process updates, digital business guides, frequently asked questions, tips on connecting with clients virtually and recordings of every This week with Canada Life call
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