For advisor use only. No portion of this communication may be reproduced or distributed to the public as it does not comply with investor sales communication rules. | When it comes to helping your clients invest in the funds that are right for them, you deserve the full package. | This includes an easier way to process business with a new digital segregated fund application; new products; timely promotions; and strong performance. That’s why we continue to invest in our segregated fund offering. | An easier way of doing segregated fund business!
Available exclusively through Workspace, here’s what the new Canada Life™ digital segregated fund application includes: - A dynamic and guided platform.
- Visual cues, resulting in fewer errors.
- Enter necessary information only once; after that the application automatically populates duplicate fields.
- A faster, easier, DocuSign enabled experience.
Go digital, get rewards. From now until March 31, 2024, you’ll receive a bonus of 0.5% of gross sales when you go digital. Delegates can also be rewarded on their first and fifth submitted application.
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| | Help clients earn a 4% minimum return in turbulent times
From now until April 23, 2024, we’re waiving part of the management fees on the Canada Life Money Market segregated fund to help ensure your clients get at least 4% back on their investment, annually.1 This gives your clients the best of both worlds: - Security, stability and somewhere they can put their money, where they get the benefits of a segregated funds contract and a targeted return of 4% annually.2
- Access to the markets through short-term investments, so they can move into other funds quickly and easily as the markets change.
Your clients get this without any negative impact to your compensation. And if they’re already getting more than a 4% net return, they’ll continue to get that higher return. This offer is available exclusively for Canada Life Segregated Funds, and can be used in conjunction with our FEL, CB2 and CB4 sales charge options.3 Usual administrative processes apply. Learn more.
| | Don't miss the growing opportunity for segregated funds
Since their introduction more than 60 years ago, segregated funds have experienced ups and downs in terms of their popularity. Our report, The case and space for segregated funds, offers insight on the resurgence of segregated funds, the changing landscape of these investment solutions and the opportunity they provide for your clients. Check out this report that was recently updated to reflect the current market conditions including high interest rates and ongoing market volatility. | | Help your clients invest according to their values
Sustainable investing solutions are in demand. That's why we made five of the underlying funds from Canada Life Sustainable Portfolios™ available as standalone responsible investment branded segregated funds, effective Oct. 23, 2023.
Check out the resources to learn more about the funds. Looking to learn more about responsible investing in general? Our new Responsible investing toolkit has everything you need to take a deeper dive and start the conversation with clients.4 | | Canada Life: Positioned to win
With more than 175 years in the business, Canada Life has learned a thing or two. You can count on our multi-manager approach that draws on several management styles, investment philosophies and risk management strategies. We’ve taken steps to evolve our wealth business, now we’re seeing the results. We’re proud to bring you:
Help your clients’ financial portfolios thrive with these top funds.
| | Wealth operations update - Contract, information folder, fund fact booklet, fund code list, application and form updates
- Delay for January income payments
- 2023 Administrative guides – Reminder
Read more ›
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| 1 We cannot guarantee an annualized return of 4% or higher (as the return of the fund fluctuates daily, dependent on the return of the underlying portfolio), but it is our intention to achieve the 4% target rate by waiving part of the management fee of each fund class by an amount that would achieve at least the 4% target rate at the time the waiver is established. We will not waive more than the full amount of fees that we collect.
2 Minimum 4% return is net of fees.
3 We reserve the right to revise and/or cancel this rate at any time. We may, at our discretion, at any time and without prior notice, increase or decrease the amount of the money market management fee waived, which will therefore affect the rate of return.
4 Investing on the basis of sustainability/ESG criteria involves qualitative and subjective analysis. Companies identified by an ESG policy may not operate as expected, and adhering to an ESG policy may result in missed opportunities.
5 As rated by Morningstar as of Sept. 30, 2023.
These funds are available through a segregated funds policy issued by The Canada Life Assurance Company. Make your investment decisions wisely. Any amount that is allocated to a segregated fund is invested at the risk of the policyowner and may increase or decrease in value. A description of the key features of Canada Life's individual variable insurance contract is contained in the information folder.
© 2023 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Canada Life and design and other marks followed by the ™ symbol at first time of use are trademarks of The Canada Life Assurance Company (“Canada Life”). Other marks displayed in this piece are trademarks of a third party, and used with permission or under licence.
 Canada Life Investment Management | |
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