| We're here for you and your clients. With new tools, events and updates to our business processes, we're making it easier for you to do business with us |
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Transition and succession planning series – part 1
Couldn't make it? No problem. The CE‑accredited Transition and succession planning series session from March 11, Fundamentals of an emergency transition plan featuring Carolyn Ho, is now available to stream on‑demand for the next six months in both English and French. A Mandarin version will be available at a later date. | | | | | |
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Join us for a back-to-basics SimpleProtect demo
Have you heard good things about SimpleProtect but not sure where to get started? Consider joining us for a virtual demo on SimpleProtect. This demo will help you become more comfortable with the application and see its advantages compared to routine applications. If you're already using SimpleProtect you're welcome to come refresh your SimpleProtect skills and ask any questions you might have.
Agenda
- SimpleProtect non-face-to-face demo from start to finish
- Information on when, why, and how to use, with helpful tips
- Question and answer
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Date: Thursday, March 25
Time: 1 to 2 p.m. ET |
| Register now |
Wealth Operations Update
AML changes coming June 1, 2021 – New requirements for beneficiaries and payees of non-registered policies. Third party signatures are now approved for e-signature. Newfoundland and Labrador financial hardship unlocking and non-residency withdrawals. Form Update: Declaration of non-residency Newfoundland and Labrador. |
Canada Life target risk asset allocation funds – see what's available now
Canada Life continues the enhancements started in Nov. 2020 on our target risk asset allocation funds to better offer clients flexible investment solutions that maximize expected returns. Get to know more about the Portfolio Solutions Group story, the investment managers and philosophy behind Canada Life's target risk funds. Learn more and use new materials with your clients. |
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, tips on connecting with clients virtually and recordings of every This week with Canada Life call. |
