Time is running out on the special introductory term sales offer
- There’s less than one month for your clients to enjoy four free months premium* on new term 20, term 30 and term-to-age 65 products
- Take advantage of this special introductory offer until March 1 when helping clients meet their insurance needs so they can protect the ones they love the most if the unexpected happens
- SimpleProtect™ is the easiest and fastest way to help your clients get the coverage they need. You can also use paper and web applications too
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*In B.C., the offer is capped at three free months
Canada Life and design and SimpleProtect are trademarks of The Canada Life Assurance Company. |
Happy Lunar New Year – client materials now available
- Our Lunar New Year campaign is now live – use these materials, including WeChat and digital Fai Chun to wish your clients a happy new year
- It’s also RRSP season and your clients might be feeling uneasy about investing in today’s market. Canada Life’s managed solutions are a great option for them
- We have new support materials now available in Chinese
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Help ensure your client’s wishes are carried out as intended with proper documentation
- Calmusky v. Calmusky, a recent Ontario Superior Court decision, could affect whether your client’s beneficiaries receive the benefits your client intends them to
- Review the summary of the court’s decision in the newsletter
- Ensure that when you’re reviewing your client’s designations that you thoroughly document your discussions
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RRSP Guide updates
- Correction to the 2021 contribution amount ($27,830)
- Update to the tax receipt schedule date for applied contributions for 2020 changed from March 2 to March 3
- Be sure to obtain the most current version of the guide
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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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