Wealth insights for your business needs
Submitted by Krishan on March 16, 2023 - 12:45pm
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PDF version | To view this email as a web page, click here. | |  | | | | | Wealth shelf performance metrics are in, upcoming Portfolio Manager Connect series and Growing Together program is ending. | | | | | Changes coming to DSC options on segregated funds | To comply with regulatory changes and in keeping with Canada Life's commitment to help you and your clients in an evolving regulatory environment, we'll stop accepting new contributions into deferred sales charge (DSC) options for Canada Life Segregated Funds policies as of May 12, 2023.
Contributions can continue for policies that only have the DSC option, provided appropriate disclosure is given to clients before accepting contributions. This includes certain Generations, Generations Core, Generations I, Generations II policies.
We'll send a letter to your affected clients who have pre-authorized contributions going into DSC options about this development in mid to late March. If you have impacted clients, you would have received an email on March 8 with more information.
Learn more about this change and our plan forward.
Read more › | | | | February 2023 market update – Central banks continue the fight against inflation | Read the full commentary from Canada Life Investment Management for a detailed look at the markets and share it on your social media channels or by email.
Read more › | | | | Canada Life segregated funds have the metrics that matter to you | | Did you know that 1/4 of all segregated funds assets under management in Canada are Canada Life products?1 88% of our segregated funds perform above the median!2 We've built portfolios that offer potential financial growth and protection for your clients. Learn more about why our segregated fund shelf is one of the strongest in the industry with this updated one-page resource. | | | | Reminder: upcoming Canada Life Portfolio Manager Connect Series events * | Have you registered yet for our spring events? They'll feature insights from experienced portfolio managers of Canada Life funds, including Mackenzie Investments, Northcape Capital and GWL Realty Advisors. Join to get information on what may lie ahead in 2023 for fixed income investments, emerging markets and Canada’s real estate landscape.
Register today › | | | | Growing Together with Canada Life is ending March 31 | Don’t miss the opportunity to earn an additional 25% bonus, up to $10,000, on life and living benefits insurance and segregated fund sales placed from Oct. 1, 2022 to March 31, 2023 with Canada Life’s Growing Together offer. Get those sales in now!
To be eligible for the rewards of this “incentive” you must have a suitable compliance practice. We remind you that your primary obligation is to advise clients in their best interest and to ensure the fair treatment of consumers. This incentive should not in any way incite you to promote or sell a product that does not truly meet clients’ specific needs.
Learn more › |
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