|  | | | | | Don’t miss the latest Canada Life™ wealth news. Catch highlights on recent products, new business enhancements, special offers and more to help with your selling needs and client conversations. | | At Canada Life, we’re invested. | | Canada Life segregated funds have the metrics that matter to you | You may know that segregated funds are experiencing a resurgence in today’s volatile markets. But did you know that more than 25% of all segregated funds under management in Canada are Canada Life products? We have more than 100 funds in our shelf, which accounts for more than 28% of Canadian sales and approximately $34 billion in assets under management.
Learn more about the strength of our numbers with this new one-page resource. It outlines why our segregated fund shelf is one of the strongest in the industry and recent enhancements we’ve made to our offering.
Now available: Canada Life Index ETF Portfolios
Canada Life™ Index ETF portfolios are now available for sale. Each segregated fund invests in a mix of passively managed ETFs delivered through the convenience of an all-in-one managed solution and will provide you more options for creating investment plans for your clients. It’s one way we’re continuing to optimize our product shelf and provide you with tools to better support your clients. | | | |
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| | | | Growing Together with Canada Life bonus benchmark data is now available! | From Oct. 1, 2022 to March 31, 2023, you could receive an additional 25% bonus, up to $10,000 on placed life and living benefits insurance and segregated fund sales through Canada Life’s Growing Together bonus program.
To be eligible for this bonus, you must grow your net-adjusted first-year commission (NAFYC) earned from Oct. 1, 2022 – March 31, 2023, by a minimum of $10,000 over the NAFYC you earned in the same period in 2021/2022. After this goal has been achieved, the $10,000 and subsequent insurance and segregated fund sales will receive an additional 25% bonus up to a maximum of $10,000. The bonus will be paid after the qualification period ends.
To help you identify the NAFYC growth needed, the sales data from October 2021 to March 2022 is now available through your field leader. Watch for information on progress reports starting late November.
To be eligible for this incentive you must advise clients in their best interest and make suitable product recommendations. You must not promote or sell a product that does not meet specific client needs as a result of this incentive.
Learn more › | | | | Let’s celebrate another great Investments Live! | During two jam-packed hours, more than 2000 advisors listened to industry experts share their thoughts on how to set clients up for success. Keynote speaker Dr. Mohamed El-Erian shared his insights on current issues that affect economies and market stability. Top asset managers at Irish Life Investment Managers (ILIM) and Beutel Goodman & Company Ltd. discussed the key factors driving the current market volatility. It was an exceptional day with more than 96% of attendees saying they were satisfied or very satisfied with the event!
Check out this Wealth Professional feature (English only) that recaps key points discussed during the event.
If you attended the event CE credits are pending and will be sent to you automatically. | | | | Updated marketing materials for Canada Life Risk-Managed Portfolios | A reminder that the sub-advisor for Canada Life Risk-Managed Portfolios™, Irish Life Investment Managers (ILIM), has adjusted the strategic weight of the underlying funds. As a result of these changes, we expect that the portfolios will remain appropriately positioned for the longer-term with increased exposure to equity markets and greater flexibility to navigate different yield environments (read more about the changes). We’ve updated materials for you and your clients that reflect these changes.
Check out the marketing toolkit. | | | | Upcoming Canada Life Portfolio Manager Connect Series events | Join us on Nov. 10 at 11 a.m. ET for a European perspective on the energy crisis in Europe from C WorldWide Asset Management. They’re experts in investments that are connected to long-term shifts in our world and will provide insights on how to navigate through today's market uncertainty. And on Dec. 8 at 1 p.m. ET, we’ll bring you updates on responsible investing with a look at enhancements to Canada Life Sustainable Portfolios™.
Get the information you need on our investment solutions and the markets, straight from investment managers across the Canada Life™ shelf.
CE accreditation for these streaming events is pending approval.
Register now › | | | | September 2022 market update- Canada’s labour market is running out of steam – how about inflation? | | Read the full commentary from Canada Life Investment Management Ltd. (CLIML) for a detailed look at the markets and share it on your social media channels or by email. | | | | You’ve still got time to grow your AUM! | 2022 is on its way out but you can still Win with Wealth this year.
By having net sales of 5% of Jan. 1, 2022, assets under management (AUM), with a minimum of $500k, you could receive a payment of 0.01% (or 1 bps of assets) of your Dec. 31, 2022, AUM. You can meet your goals with both segregated and mutual funds.
Want to know how you’re doing? Reach out to Canada Life’s regional vice-presidents and wealth wholesale partners.
Learn more › | | | | Wealth operations update | - Form, fund fact booklet, and fund code list updates
Read more › |
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| | | *Net “adjusted” first year commission (NAFYC) = new life insurance, disability insurance, critical illness insurance count at full FYC value; Segregated funds FYC is adjusted to count on 0.833% of deposits.
Canada Life Risk-Managed Portfolios 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. The indicated rates of return are the historical annual compounded total returns as of Aug. 31, 2022 including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution, or optional charges or income taxes payable by any securityholder that would have reduced returns. 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. |
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