Your go-to 2020 Canada Life checklist |
- Familiarize yourself with our transition rules and insurance exchange programs
- Learn about the new Canada LifeTM product shelf
- Access links to courses that have been approved for CE credits
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Learn about our industry-leading 12-month exchange program |
- You can submit a special 12-month exchange on participating (par) policies through SimpleProtectTM, removing the need to complete a paper form. Check out the reference guide for policies that apply
- Review the reference guide for positioning around when the special 12-month exchange is right for clients
- Use the new 12-month exchange plan comparison tool to see how our new par policies compare to your client's in force policy
- All support material can be found here
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Save time by running in-force par yourself |
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Reminder: RRSP and TFSA toolkit |
- Your clients have until March 2 to make a contribution to their RRSP for the 2019 tax year
- Take advantage of this opportunity to check in on their financial plan
- Visit our new RRSP and TFSA toolkit for all the resources you need to start the conversation – from brochures to forms and client meeting materials
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Protecting Vulnerable Clients |
- Learn about how to identify and deal with potential financial exploitation and diminished capacity among clients
- Resources and easy to use template to help you protect vulnerable clients and protect your practice
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Wealth Operations Update |
- Non-photo owner identification update
- Fund code corrections to application fund list inserts
- Transitioning to Canada Life – forms and procedures
- Mailing dates for investment tax receipts and slips
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Insurance Operations Update |
- Non-photo owner identification update
- Living Benefits now accepting Product Information Page
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