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Starting strong in 2019 | I hope you had a restful holiday season and are excited to kick off a new year filled with new possibilities and opportunities for success. We're committed to furthering your success and will continue to work hard to provide the tools, service and support that you need to achieve your business goals.
We have a strong vision for our organization in 2019. Below are some exciting updates about our products and service to help start your year off strong.
Thank you for your commitment to our organization. | |
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Adding another chapter to our PAR story | Watch Brian Allison, Executive Vice-President and Chief Investment Officer and Mike Cunneen, Senior Vice-President, Independent Distribution and Wholesaling as they go behind the scenes for an exclusive look at our PAR account. | Learn more |
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GLC's 2019 Capital Market Outlook – Striking a delicate balance | The 2019 Capital Market Outlook by GLC highlights the latest economic insights and market forecasts, including regional forecasts for Canadian, American and international equities. It also includes sector forecasts for government, investment-grade corporate and high-yield bonds within the Canadian fixed-income market. It outlines ways to de-risk client portfolios while staying invested in their long-term goals. | Get your Capital Market Outlook |
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Updated resources: market volatility toolkit | New conversation starters have been added to our market volatility toolkit to keep your clients informed and calm rising worries during times of uncertainty. | Check it out |
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Operations and Customer Service update | Last month, we shared great news about New Business service levels and we're continuing to make enhancements across our organization to provide the service you expect and deserve. | See what we're doing |
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SimpleProtect coming soon | Our new digital term application will be coming to you soon. With fewer underwriting questions and the potential for instant approvals, SimpleProtect allows you to spend less time on applications and more time building relationships with your clients. | Learn more |
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It's time for a check-up | It's a great time for a financial check-up. Work with your clients to review their finances, set new goals or adjust existing ones to ensure they're on track to reach their short- and long-term goals. Use this suite of materials to facilitate conversations with your clients while also understanding the biases that drive their decisions. | Learn more |
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