Wealth insights for your business needs
Submitted by Krishan on April 20, 2023 - 3:10pm
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| Learn how to navigate through changes to DSC options and register for upcoming Portfolio Manager Connect Series. | | More support to help you navigate through changes to DSC options on segregated funds | In March, we announced upcoming changes to deferred sales charge (DSC) options on segregated funds policies. In response to feedback, we understand that a second regulatory consultation will be conducted in the coming months. Any outcome from this is unlikely to impact our plan forward. As such, we're continuing with implementing our plans for current and older segregated funds policies.
To support your client conversations, review the product comparison document that compares features of our older segregated fund products to our current Canada Life Segregated Funds product to help determine if a new policy is more suitable for your client’s future contributions.
For questions and to learn more about our plan forward, visit our DSC landing page or connect with your Canada Life wealth wholesaling team. |
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| | | | Check out the features of our new chargeback option | On May 12, we’re introducing a new two-year chargeback sales charge option for our Canada Life Segregated Funds policies. This option complements our existing four-year chargeback and front-end load options, giving you flexibility to suit your client’s needs.
With our two-year and four-year chargeback options, we’ll pay an upfront gross sales commission of 3% and 3.5%, respectively, with trailers beginning in the first month. We’ll continue to offer 4% upfront gross sales commission on our current four-year chargeback option until May 11, 2023. Compensation percentages are gross percentages. For your rate, refer to your compensation guide. Compensation guides will be updated on May 12, 2023, to reflect the new two-year chargeback option.
See how our chargeback options compare with our updated Chargeback options brochure.
For questions about chargeback options, check out the Q&A or connect with your Canada Life wealth wholesaling team. | | | | 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. On May 11, Northcape Capital will dive into what may lie ahead for emerging markets in 2023. And on June 8, GWL Realty Advisors will talk about Canada’s real estate market and give a forecast for its areas of growth this year.
Register today
CE accreditation for these streaming events is pending approval. | | | | March 2023 market update – Bank of Canada hits pause while the U.S. Fed continues hikes | 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 › | | | | Is it time for value investing? | With today’s rising interest rates, increased inflation and market volatility your clients want to know what you're doing to protect their portfolio. This can make it a good time to consider value investing, which looks at the health of companies, not just how they are currently performing. Check out the latest report from Canada Life Investment Management Ltd. to learn more about how and why the value investing approach outperformed other styles recently and how to start the conversation with your clients in 2023.
Get the report | | | | Wealth operations update | - Form update – 584 CAN Title change form
Read more › |
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