Resources to talk to your clients about the strength of our segregated fund shelf.
Our digital segregated fund application lets you open a new segregated fund policy in under 10 minutes and preview the form as you go along, so you have more time to focus on your clients.
Clients can help ensure specific beneficiaries take priority over the claims of creditors. In these situations, their segregated fund investments could be protected, even if they owe money, are sued or file for bankruptcy.
Segregated funds offer clients a simple and straightforward way to pass on their money. Unlike other non-registered investments, the death benefit from their segregated fund policy can go directly to their beneficiaries and won’t flow through their estate.
With 175 years of experience under our belt, we’ve learned how to build one of the strongest segregated fund shelves in the industry. We continually identify the most relevant industry trends and adjust our offering as needed. We provide you with tools to meet the unique needs of each of your clients.
Recent news
Effective Oct. 23, 2023, we’re expanding our line-up of responsible investment branded segregated funds, reintroducing and adding relevant investment options and removing the Pathways brand.
From now until April 23, 2024, we’re waiving part of the management fees on the Canada LifeTM Money Market segregated fund to make sure your clients get at least 4% back on their investment, annually.
MGA/NA - We’ve taken steps to evolve our wealth business, now we’re seeing the results.
Reach out to your Canada Life wealth sales team.