Individual wealth products
Wealth products help your customers achieve their financial goals and think about tomorrow, today.
Get the information you need to access Canada Life wealth products.
Wealth marketing resources
Find everything you need to support your Canada Life wealth business in one place. From client materials to forms, your wealth toolkits have all the tools and resources you need to succeed.
Retirement readiness toolkit
The pandemic might have impacted your clients’ retirement plans and your advice has never been more important. Be the hero of their retirement story – use the tools and resources in this toolkit to help your clients retire their way.
RRSP and TFSA toolkit
2020 was unpredictable. You can help make sure your client’s financial future isn’t. This toolkit includes everything you need to start client conversations about investing in Canada LifeTM solutions through RRSPs and TFSAs, all in one place. Look for client meeting materials, social media content, brochures and more.
Canada Life Securities Ltd.
Canada Life Securities Ltd. brings securities accommodation under the Canada LifeTM umbrella providing you and your clients a more consistent experience. Working with a securities specialist will help you provide your clients with comprehensive solutions that take into consideration their complete portfolio including stocks and bonds.
This toolkit includes everything you need to understand the securities accommodation program and start client conversations about moving their securities portfolio to Canada Life Securities Ltd. Look for client emails, brochures and more!
Support your clients through the market’s ups and downs with articles, fund spotlights, videos and more. Please note: you can use this toolkit and the resources within it regardless of what channel you’re in (Freedom 55 Financial, WISE or an Affiliated Partnership).
Get ready to sell Canada Life products
Freedom 55 Financial and WISE advisors will need new systems, tools and software. Find the resources you need, when you need them.Canada Life business quick linksThis job aid provides quick links to information related to the sale and submission of business.
Canada Life Securities and design are trademarks of The Canada Life Assurance Company and used under licence.
Canada Life and design are trademarks of The Canada Life Assurance Company.