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.
Description: This video combines stock video, text on screen, narration and upbeat music to show the reasons to use the Canada Life digital segregated fund application.
The video opens with an advisor in a suit turning their wrist to look at their watch. Text on screen appears “Got 10 minutes?”.
Narrator: Got 10 minutes?
Description: Cut to screen capture of the digital segregated fund application homepage.
Narrator: Get started with Canada Life’s digital segregated fund application.
Description: Video transitions to client information being entered into the application.
Narrator: Type in most information once and boom.
Description: Video transitions to exploding confetti with text on screen “Boom”.
Narrator: It automatically duplicates where needed.
Description: Video transitions to a view of a laptop computer with the same client information duplicated on multiple forms. Cut to stock video of a female advisor working on a laptop computer.
Narrator: It works like you do.
Description: Video returns to screen capture of the digital segregated fund application homepage. A cursor clicks the “Edit” button of an in-progress application.
Narrator: Pick up where you left off or a delegate can finish the job.
Description: Text appears on screen: “Your advisor sent you a document to review and sign”. Review document. DocuSign is a trademark of DocuSign, Inc.”
Narrator: And DocuSign is integrated for easy signing.
Description: Video transitions to a screen filled with plus signs and text on screen “Plus”, then to a photo of Canada Life head office.
Narrator: Plus, the application is instantly sent to head office.
Description: Cut to a screen filled with “error” pop-ups, and then text on screen “Help eliminate errors” appear with a checkmark.
Narrator: Help eliminate errors.
Description: Video transitions to someone shuffling paper at a desk.
Narrator: Avoid paperwork.
Description: Cut to several pieces of paper falling with text on screen: “Or still use paper?”.
Narrator: Or still use paper?
Description: Text on screen appears: “No problem.”.
Narrator: No problem.
Description: Video transitions to a screen capture of the digital segregated fund application showing the print and sign option.
Narrator: Print or download at any time.
Description: Cut to stock video of an advisor talking to a couple in their home.
Narrator: Now you can go from client meeting to submitted application
Description: Video transitions to a background image of a clock with text on screen “in minutes”.
Cut to a background image of numbers flipping over, 1, 2, 3, with text on screen “instead of days”.
Narrator: Instead of days.
Description: Video transitions to screen capture of the digital segregated fund application homepage.
Narrator: Canada Life’s digital segregated fund application.
Description: Text on screen appears: “It just keeps getting better.”
Narrator: It just keeps getting better.
Description: Video transitions to text on screen: “Try it today on Workspace”. Canada Life logo appears along with text on screen, “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190”.
Narrator: Try it today.
Description: This video combines stock video, text on screen, narration and upbeat music to show the reasons to use the Canada Life digital segregated fund application.
The video opens with an advisor in a suit turning their wrist to look at their watch. Text on screen appears “Got 10 minutes?”.
Narrator: Got 10 minutes?
Description: Cut to screen capture of the digital segregated fund application homepage.
Narrator: Get started with Canada Life’s digital segregated fund application.
Description: Video transitions to client information being entered into the application.
Narrator: Type in most information once and boom.
Description: Video transitions to exploding confetti with text on screen “Boom”.
Narrator: It automatically duplicates where needed.
Description: Video transitions to a view of a laptop computer with the same client information duplicated on multiple forms. Cut to stock video of a female advisor working on a laptop computer.
Narrator: It works like you do.
Description: Video returns to screen capture of the digital segregated fund application homepage. A cursor clicks the “Edit” button of an in-progress application.
Narrator: Pick up where you left off or a delegate can finish the job.
Description: Text appears on screen: “Your advisor sent you a document to review and sign”. Review document. DocuSign is a trademark of DocuSign, Inc.”
Narrator: And DocuSign is integrated for easy signing.
Description: Video transitions to a screen filled with plus signs and text on screen “Plus”, then to a photo of Canada Life head office.
Narrator: Plus, the application is instantly sent to head office.
Description: Cut to a screen filled with “error” pop-ups, and then text on screen “Help eliminate errors” appear with a checkmark.
Narrator: Help eliminate errors.
Description: Video transitions to someone shuffling paper at a desk.
Narrator: Avoid paperwork.
Description: Cut to several pieces of paper falling with text on screen: “Or still use paper?”.
Narrator: Or still use paper?
Description: Text on screen appears: “No problem.”.
Narrator: No problem.
Description: Video transitions to a screen capture of the digital segregated fund application showing the print and sign option.
Narrator: Print or download at any time.
Description: Cut to stock video of an advisor talking to a couple in their home.
Narrator: Now you can go from client meeting to submitted application
Description: Video transitions to a background image of a clock with text on screen “in minutes”.
Cut to a background image of numbers flipping over, 1, 2, 3, with text on screen “instead of days”.
Narrator: Instead of days.
Description: Video transitions to screen capture of the digital segregated fund application homepage.
Narrator: Canada Life’s digital segregated fund application.
Description: Text on screen appears: “It just keeps getting better.”
Narrator: It just keeps getting better.
Description: Video transitions to text on screen: “Try it today on Workspace”. Canada Life logo appears along with text on screen, “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190”.
Narrator: Try it today.
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
Rebalancing has launched for the digital segregated fund application.
You can now select automatic switch or dollar-cost-averaging options within the application.
Find out how segregated funds policies work and why they’re something you should consider offering your clients with our Segregated fundamentals quiz. Plus, you’ll earn valuable CE credits.
Reach out to your Canada Life wealth sales team.