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. View in browser | | 
| | 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. | You can now access your clients’ pending policy details on Workspace! | If a client has life insurance or Canada Life living benefits policies that are pending because of a policy change (e.g. a conversion or insurability election), the new policy number is now listed in the ‘Pending’ section on the 'Products' tab. From there you can view the pending policy's outstanding requirements.
We’ll continue to enhance Workspace’s capabilities, such as platform speed, improved data quality and user experience. Your continuous feedback will help us further align our solutions with your needs. |
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| Events |
| | Don't miss Canada Life Due Diligence 2024! | From April 23 to May 28, 2024 we’ll be hosting Due Diligence events in a city near you! Join us for an exciting day full of strategies and solutions to help you and your clients navigate the investment market.
You can look forward to: - A best-in-class portfolio manager panel – featuring key PMs from JP Morgan, Mackenzie Investments and Irish Life Investment Management
- Insights on how to extend your practice into the high-net-worth market
- Rich solutions for growing your wealth management business
- Ample opportunity to connect and learn from fellow advisors
| Register 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. | |
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| | 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. CE accreditation for these streaming events is pending approval.
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. 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 | |
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