Insurance products
2020 Financial facts has arrived!
Get the latest performance results from our combined open participating account and learn about our evolving investment strategy.
Welcome to the insurance marketing resources page
Here you’ll find marketing material formerly available in the Essentials catalogues, including the most recent and rebranded client brochures, advisors guides and product summaries – to name a few.
If you’re looking for product videos, estate planning materials, testimonials or social media posts to share with your network, check out the General marketing page.
Product marketing materials
Here, you’ll find everything you need to sell Canada Life products. Insurance marketing materials and resources designed for you and your clients.
Conversation starters
Help clients choose the right life insurance for what they need. Show them the difference between term, participating and universal life insurance.
This piece helps you talk to clients about whether participating or universal life insurance are the right options for them.
For more than 170 years, Canadians have trusted Canada Life™ to deliver on the promises we’ve made. One of those important promises includes paying out death benefits when a claim is made for someone covered by one of our life insurance policies.
Supporting materials
Charitable giving through life insurance may allow clients to give more to their favorite charity while receiving a tax credit. This brochure introduces high-net-worth clients to charitable giving through life insurance and looks at structuring life insurance in two way: personally-owned and charity-owned.
Product materials - for advisors only
This chart compares individual life insurance products. It compares features like issue age, riders, underwriting and more. Use this to help find the best product for your clients.
This chart compares individual life insurance products. It compares features like issue age, riders, underwriting and more. Use this to help find the best product for your clients.
Take your conversation further
Help clients learn how Canada Life My Term™ life insurance is a customizable product that can be tailored to match your clients’ specific needs.
Dive deeper into how Canada Life My Term can be best customized to meet clients’ needs.
Dive deeper into how Canada Life My Term can be best customized to meet clients’ needs.
Dive deeper into how Canada Life My Term can be best customized to meet clients’ needs.
Dive deeper into how Canada Life My Term can be best customized to meet clients’ needs.
Product materials - for advisors only
Find out all the details about Canada Life My Term life insurance, conversion options, additional benefits and more.
Helpful resources on Canada Life My Term.
Take your conversation further
Introduce your clients to participating life insurance by taking a look at how it works, its benefits and why the participating account matters.
This client guide outlines the features and benefits of participating life insurance in an easy-to-understand format.
This client guide outlines the features and benefits of participating life insurance in an easy-to-understand format.
Explains several methods for accessing cash value with helpful diagrams for individually owned life insurance policies.
Use this brochure to help clients understand how our participating life insurance products provide stable growth in uncertain times. Topics include guarantees, downside risk protection, asset mix, smoothed returns, our strong commitment to par.
Find out how Canada Life Wealth Achiever Plus may give your clients the flexibility, protection and options they’re looking for.
Find out how Canada Life Wealth Select may give your clients the flexibility, protection and options they’re looking for.
Show your clients how they can avoid the “passive income trap” with a corporate-owned permanent life insurance policy.
The mechanics of par
A policy document on dividends for participating insurance policies.
A policy document on the management of the company’s participating account.
Financial reporting
This guide provides important financial facts and the advantages of Canada Life™ participating life insurance. Screen reader version also available.
This guide provides important financial facts and the advantages of Canada Life™ participating life insurance.
Outlines the performance of the participating account and dividend scale interest rate for the Canada Life participating account prior to amalgamation on Jan. 1, 2020.
Outlines the performance of the participating account and dividend scale interest rate for the London Life participating account prior to amalgamation on Jan. 1, 2020.
Outlines the performance of the participating account and dividend scale interest rate for the Great-West Life participating account prior to amalgamation on Jan. 1, 2020.
Outlines the details of Canada Life’s participating account equity holdings.
Outlines the details of Canada Life’s participating mortgage holdings.
Outlines the details of Canada Life’s participating private placement holdings.
Outlines the details of Canada Life’s participating account public bond holdings.
Outlines the details of Canada Life’s participating account total account.
Outlines details of the participating policyowner dividend scale announcement.
Product materials - for advisors only
Learn how the additional deposit option can help grow your client’s participating life insurance policy values faster.
Find out why internal rate of return is a useful, and objective, way to compare participating life insurance policies between different companies.
Learn why Canada life is a strong company, and an industry leader for its par product, with many services and supports available for advisors and clients.
Take a closer look at the relationship between pricing assumptions and dividends, and why it matters.
Discover the role of the dividend scale interest rate in long-term participating policy performance.
The participating life insurance guide provides detailed information on the mechanics of Canada Life’s two participating life insurance products: Wealth Achiever Plus and Estate Achiever Plus.
The participating life insurance guide provides detailed information on the mechanics of Canada Life’s two participating life insurance products: Wealth Select and Estate Select.
A summary of Wealth Achiever Plus and Estate Achiever Plus product details, riders and benefits.
A summary of Wealth Select and Estate Select product details, riders and benefits.
Outlines details of the participating policyowner dividend scale announcement, including Q&A.
Outlines details of the participating policyowner dividend scale announcement, including Q&A.
Help your clients better understand premium offset and the options they have.
Watch a recording of our digital event to learn more about Canada Life participating life insurance and our evolving participating account investment strategy, and about the future of advice, the role of technology, and opportunities in the life insurance market from Paul Desmarais III, Chairman and CEO of Sagard Holdings and Senior Vice-President of Power Corporation of Canada.
We’ve made it simpler, in many cases, to issue term conversions with ADO and win more business in the large case market for policies with ADO and a term rider.
We’ve made it simpler, in many cases, to issue term conversions with ADO and win more business in the large case market for policies with ADO and a term rider.
Take your conversation further
This client brochure highlights the options and flexibility Canada Life universal life insurance offers.
Universal life insurance may be just the right fit for clients. Advisors can use this client-facing brochure to show them how.
Determine your clients’ risk tolerance with this questionnaire so you can recommend the best investment mix for their Canada Life universal life insurance coverage.
This brochure outlines key life moments that can spark the conversation about why universal life insurance may be right for some clients.
This case study shows the benefits for clients who have families and own a small business. It shows how universal life insurance is flexible with payment amounts, timing based on the business’ cash flow and the different investment options.
This case study shows how universal life insurance provides older retired clients with a short premium payment window and allows them to leave their family with the assets they need when they die.
This case study shows how a young family can transition from term to permanent life insurance. It shows the value and flexibility universal life insurance provides as clients transition through different stages of their lives.
Product materials - for advisors only
This brochure outlines key business milestones for your clients that can spark the conversation about why universal life insurance may be right for them.
This brochure outlines key life moments that can spark the conversation about why universal life insurance may be right for some clients.
An overview of universal life insurance so you can talk to your clients about its benefits, including payment and payout options.
This in-depth guide provides information on how Canada Life universal life insurance works.
This in-depth guide provides information on how Canada Life universal life insurance works.
Compare the features and benefits of five cost of insurance options to help clients manage their insurance costs.
Learn which clients are eligible for reductions based on their individual ratings.
This brochure highlights how important critical illness insurance and disability insurance is. The stats show common critical illness and disability insurance claims and how many claims are paid out.
Product materials - for advisors only
This brochure outlines insurance considerations and tax implications if clients are using an insurance policy to finance a buy-out.
Included in this resource are target market, availability, built in features, optional benefits and premium reduction information.
These charts include living benefits taxation information.
Take your conversation further
Use this brochure to introduce clients to critical illness insurance. Show them how it works and why they may need it. The brochure also talks about how to personalize your coverage.
This piece is great for your affluent clients, it shows why critical illness insurance helps keep financial security planning intact and covers them for an unexpected critical illness.
This brochure highlights the support services offered by Best Doctors and Shepell.
This brochure gives an overview of the stand-alone critical illness product for children.
This client-facing brochure takes a closer look at the plans and options clients have with LifeAdvance™ critical illness insurance.
This brochure shows your clients how critical illness insurance can help protect them and their family during retirement.
Supporting materials
This brochure provides critical illness definitions for both Adult and Child LifeAdvance insurance products.
This chart helps clients see if a corporate-owned or personal-owned critical illness insurance policy is right for them.
Product materials - for advisors only
This guide includes comprehensive details about the stand-alone critical illness insurance product for children.
This guide includes details about LifeAdvance critical illness insurance for adults.
Find out all the features and details of our term 20 critical illness insurance product.
This toolkit provides strategies and scripts you can use when talking to your clients about the value of critical illness insurance. It shows how CI may meet their needs, while easing concerns they may have.
Take your conversation further
This brochure shows your clients, who are business owners, how the disability insurance Wage loss replacement plan can be used to pay for a group of individual disability policies for employees.
Use this brochure if you need an example of why an overhead expense plan is so important for business owners. If a business owner becomes disabled, an overhead expense plan will help keep their business running.
This brochure helps you estimate the amount of disability insurance your clients are eligible for. Use this brochure to show why disability insurance may be better than loans, credits, RRSPs, etc. to cover expenses.
This brochure is for professional, executive and business owner clients. It’ll help determine if disability insurance is right for them by looking at their current coverage, needs, concerns and the cost of disability insurance.
This piece gives an overview of the StartRight grad program.
Product materials - for advisors only
This brochure outlines the various disability insurance plans that may be right for your client based on their occupation class.
This guide includes detailed descriptions of all Canada Life disability insurance products.
This reference guide gives you information about the Canada Life™ StartRight disability insurance grad program.
This guide outlines the benefits of a wage loss replacement plan. It is a cost-effective means for businesses to fund disability insurance.
This toolkit has strategies and scripts you can use when talking to clients about the value of disability insurance. It shows how DI can meet their needs, while easing concerns they may have.
This is your resource for SimpleProtect™. Why use it, learning resources and what you can expect next can be found here.
Insurance marketing materials in Chinese
Below is a listing of the materials that are available in Chinese. Please use the form number to order the items listed from supply.
Provide clients an overview of estate planning, important considerations and discuss the six key steps to develop an estate plan.
Extracted from the online Application for insurance, this bi-lingual medical history questionnaire helps clients understand the medical terms when completing the life insurance application.
Show your clients how they can avoid the “passive income trap” with a corporate-owned permanent life insurance policy.
This brochure shows clients why individual insurance may be a better option than mortgage insurance: it protects more than just their home; it protects what’s important in their life.
Introduce your clients to participating life insurance by taking a look at how it works, its benefits and why the participating account matters.
This client guide outlines the features and benefits of participating life insurance in an easy-to-understand format.
This client guide outlines the features and benefits of participating life insurance in an easy-to-understand format.
Use this brochure to help clients understand how our participating life insurance products provide stable growth in uncertain times. Topics include guarantees, downside risk protection, asset mix, smoothed returns, our strong commitment to par.
Find out how Canada Life Wealth Achiever Plus may give your clients the flexibility, protection and options they’re looking for.
Find out how Canada Life Wealth Select may give your clients the flexibility, protection and options they’re looking for.
Determine your clients’ risk tolerance with this questionnaire so you can recommend the best investment mix for their Canada Life universal life insurance coverage.
Universal life insurance may be just the right fit for clients. Advisors can use this client-facing brochure to show them how.
Introduces the need for critical illness insurance to clients. This brochure provides an introduction to critical illness insurance by helping clients understand how it works and why they need it.
Overview of the stand-alone critical illness product for children – Child LifeAdvance.
This brochure highlights how important critical illness insurance and disability insurance is. The stats show common critical illness and disability insurance claims and how they are paid out.
This brochure provides critical illness definitions for both Adult and Child LifeAdvance insurance products.
Show clients how they can use permanent life insurance to preserve their capital and enhance net estate values all while taking advantage of tax-free growth (subject to government limits, so long as it stays within the policy). Plus, there's an opportunity to access built-up cash value in the policy.
Shows how a partial surrender using an individually owned insurance policy works.
Shows how a policy loan using an individually owned life insurance policy works.
Single life - Estate Achiever max 20.
Single life - Estate Achiever max 20.
Provide clients an overview of estate planning, important considerations and discuss the six key steps to develop an estate plan.
Show your clients how they can avoid the “passive income trap” with a corporate-owned permanent life insurance policy.
Introduce your clients to participating life insurance by taking a look at how it works, its benefits and why the participating account matters.
This client guide outlines the features and benefits of participating life insurance in an easy-to-understand format.
This client guide outlines the features and benefits of participating life insurance in an easy-to-understand format.
Use this brochure to help clients understand how our participating life insurance products provide stable growth in uncertain times. Topics include guarantees, downside risk protection, asset mix, smoothed returns, our strong commitment to par.
Find out how Canada Life Wealth Achiever Plus may give your clients the flexibility, protection and options they’re looking for.
Find out how Canada Life Wealth Select may give your clients the flexibility, protection and options they’re looking for.
Determine your clients’ risk tolerance with this questionnaire so you can recommend the best investment mix for their Canada Life universal life insurance coverage.
Universal life insurance may be just the right fit for clients. Advisors can use this client-facing brochure to show them how.
Introduces the need for critical illness insurance to clients. This brochure provides an introduction to critical illness insurance by helping clients understand how it works and why they need it.
Overview of the stand-alone critical illness product for children – Child LifeAdvance.
This brochure highlights how important critical illness insurance and disability insurance is. The stats show common critical illness and disability insurance claims and how they are paid out.
This brochure provides critical illness definitions for both Adult and Child LifeAdvance insurance products.
Show clients how they can use permanent life insurance to preserve their capital and enhance net estate values all while taking advantage of tax-free growth (subject to government limits, so long as it stays within the policy). Plus, there's an opportunity to access built-up cash value in the policy.
Shows how a partial surrender using an individually owned insurance policy works.
Shows how a policy loan using an individually owned life insurance policy works.