In this week’s issue:
Wealth
1. Canada Life My account gives clients easy access to investment details online
· My account lets clients view their Canada Life segregated funds and/or annuity policy details online
· Starting May 2015, clients will receive an invitation to self-register for the service
· Canada Life Generations TM and Flex policy information continue to be available on VIPNet
2. Old individual payout annuity applications no longer accepted as of June 1, 2015
· Old applications must be signed on or before June 1, 2015 and received at the Canada Life Administrative Office in good order by 4 p.m. ET on June 5, 2015.
· Use the New printable PDF application for a payout annuity online - 46-8965
Distribution
3. Get the latest edition of Newslink: May 2015