Doing business with Canada Life – July 18, 2023
Submitted by Krishan on July 18, 2023 - 11:00am
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Your business is unique. That's why we're committed to providing you with flexible, tailored support to help you navigate industry changes, assist your clients, grow your business and serve more Canadians.
This newsletter is your one-stop spot for the latest information on doing business with Canada Life. | | | | REMINDER: RepNet will be replaced by Workspace | Later this year our outdated RepNet site will be shut down and replaced by Workspace – a better way to view your business, make client edits, find the forms you need and access other tools - all from one platform.
We encourage you to start using Workspace now, so you have time to get comfortable before the change takes place.
Don’t have Workspace yet? Learn more and register today! |
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| | | | | |  | Building your business |
| | | | What’s new with My Canada Life | - We’ve added more segregated fund policy details to My Canada Life™. Now, clients can view their:
- maturity and death benefit guarantee values
- total contributions, contributions in first 60 days and contributions for remainder of the year
- minimum annual withdrawals (for income products)
- transfers in minus withdrawals (for income products).
- Also, clients with a participating life insurance policy issued after July 2022, can now view policy details.
- Reminder: Mid-year statements for segregated fund policies administered by our new system will only be available on My Canada Life for clients who have registered and opted to go paperless. Clients will receive an email letting them know when a new document is available on My Canada Life.
- Questions about My Canada Life? Visit the quick reference guide for answers and learn how you can invite clients.
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