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eBulletin: October 24, 2017
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Canada Life

 

 

 

  

 

  1. RRSP administrative materials now available for 2017-18
  1.  
    • Get the materials you need to process 2017-18 RRSP business
    • Updated documents reflect new proof-of-income and proof-of-identification requirements
  2. Lifetime income benefit illustrator (LIB) rates of return update
    • We updated the rate of return investment assumptions within the Recent Returns field
    • The new rates reflect years 1997-2016
    • For more information, contact your client service specialist or Wealth Management sales partners at your product solutions centre
  3. Web app questions – improving your new business service
    • Improved insurance questions about common health problems
  4. Order your 2017 Big Picture chart today
    • Available at a discount directly from Investment Illustrated
    • Put market downturns into perspective
    • Helps set client expectations at a glance