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| | | | What’s new with My Canada Life | Have your clients registered with My Canada Life™? It gives clients a 360-degree view of their products across insurance and wealth. Next month, tax documents are available to download.
New:
- We’ve added more product details to segregated funds for most clients:
- Total contributions less withdrawals or total transfers in for locked-in retirement accounts (LIRAs) since policy issue
- Maturity and death benefit guarantees
- Clients who have opted to go paperless will receive an email notification whenever they have a new document to view online. This year, we’ll still send clients a printed tax document (in addition to their electronic document.)
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