Doing business with Canada Life

News and Events

Your business is unique. That's why we're committed to providing you with flexible, tailored support and development opportunities to help you navigate industry changes, assist your clients, grow your business and serve more Canadians.

Shutdown date extended for RepNet

As you know, we planned to decommission RepNet in Q1 of this year. However, we’ve heard your feedback and have postponed RepNet shutdown to later this year. We’ll continue to make enhancements to Workspace.

We’ll keep you updated on timing. In the meantime, continue to explore Workspace and check out our facilitated training sessions and resources.

Compliance

Protect your client’s privacy when submitting their information

Record and submit only necessary information when completing forms. Copies of your client’s identification (ID) should never be submitted with the non-photo owner ID form (NPOI). A few processes may require a copy of your client ID and these should be sent separately and not included in an e-signed document.

What’s happening with Bill 64 (Law 25)?

Bill 64 (Law 25) is designed to further regulate how we collect personal information and improve privacy standards. On March 20, you’ll begin seeing new privacy language on the SimpleProtect^TM online application.

Learn more

Digital solutions

New product details available on My Canada Life

Including:

Additional deposit option and policy loan details for participating life insurance
Insurance contingent owner(s) and some billing details
Banking details for investments with a scheduled contribution, withdrawal or income payment

Learn more and invite clients

Events

Last call: Uncover new opportunities using universal life insurance

Don’t miss out on your chance to see how our newly enhanced universal life insurance (UL) can be a key part of your client’s financial plan. Join us on March 27 at 1 p.m. ET for a CE-accredited webinar showcasing client planning opportunities using UL. We’ll cover product updates and show how you can use UL to meet your clients’ unique insurance needs. Register now.

Recap: Canada Life Portfolio Manager Connect webinar – Brandywine Global Investment Management

Watch the webinar on demand* to hear from Michael Arno, Portfolio Manager and Senior Research Analyst, on accessing the broader global fixed income universe to help better manage risk, diversify sources of income and enhance total returns.

Also read the session’s highlights that’ll be published on our website shortly.

Watch now!

Don’t miss out. Register for Virtual Learning Academy sessions.

Attend these live, facilitated online sessions to learn how to grow your business. Sign up today!

Learn more about all upcoming events and view past event recordings on Workspace.

This newsletter isn’t the only place to get information on doing business with Canada Life. Check out the latest news from Canada Life on Workspace.

*CE accreditation for this on-demand event recording is pending approval. To receive CE credit, you must watch the recording and complete an assessment.

This series is for advisors only. The Canada Life Portfolio Manager Connect Series is intended to focus on mutual funds and segregated funds available to individual customers. The funds/mandates discussed may not be available through a group variable insurance contract, or where they are available may differ from the funds described in this presentation.

These funds are available through a segregated funds policy issued by The Canada Life Assurance Company or as a mutual fund managed by Canada Life Investment Management Ltd. offered exclusively through Quadrus Investment Services Ltd. Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. A description of the key features of the segregated fund policy is contained in the information folder. Any amount allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value.

Canada Life Investment Management and design, and Canada Life and design are trademarks of The Canada Life Assurance Company.

Canada Life for Advisors

Doing business with Canada Life – March 19, 2024