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Submitted by Brett on October 19, 2023 - 11:00am
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PDF version | View in browser | Afficher dans le navigateur | |  | | | | | Investing with conviction: Foreign assets – opening the door to new investment opportunities | One of many unique features of the Canada Life™ combined open participating account is our foreign investments within every asset class. Foreign content provides increased diversification, lowers risk and provides access to greater investment opportunities with a focus on strong and stable jurisdictions.
Learn more in Investing with conviction: Foreign assets. | | | |
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| | | | No better time to talk about Canada Life My Par Gift | Effective Jan. 1, 2024, the federal government is making tax changes to the alternative minimum tax (AMT). Read the full details here.
These changes may affect high-income earners who take advantage of certain tax deductions and credits, including the donation tax credit. Because of these changes, now is the best time to talk to your clients about Canada Life My Par Gift™.
Your client must make their donation directly to the registered charity before the end of the year to ensure their donation for My Par Gift is considered a charitable donation for tax purposes in 2023.
Need a refresher on My Par Gift? Check out our resource page for all the details. | | | | New Globe and Mail story about My Par Gift | | Learn how to unlock the potential of life insurance for charitable giving through the following Globe and Mail story. Be sure and share it with your clients, too. | | | | Canada Life Elevate has partnered with ExamOne to offer VIP paramedical services | Canada Life™ Elevate’s industry-leading support of high-net-worth clients just got even better.
We’ve partnered with ExamOne to offer VIP paramedical services to clients across the country.
This includes a dedicated case management team, professional examiners, in-home appointments and more. Any application with annual premium payments over $100,000 is eligible.
You can access the service by calling 1‑800‑268‑3358 or by emailing the VIP team directly at VIPservices@ExamOne.com.
Learn more about ExamOne. | | | | Insurance Operations updates | - Changes to the conversion process
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