See how we support you each step of the way.
Building client relationship, fact find and solution design
Your large case
Initial discussions with prospect, building product and strategy solution
Connect with your regional sales manager (RSM)
Contact your RSM who will help you build a solution that is tailored to the client's needs. Your RSM can also engage the following resources as needed:
The advanced case consultant (ACC), wealth and tax planning consultant (WTPC), and advanced planning strategist (APS) for additional expertise and will advise on strategy ideas and solutions, tax questions, and more
Our medical consultant, Dr. Bruce Empringham, for underwriting considerations on ultra-high-net-worth cases
Ryan Marcy, Vice-President, Large Case Services, for participating life insurance account investment strategy details
ACC/WTPC/APS loops in Large Case Services and Sales Enablement teams
The ACC, WTPC and APS can access these Canada Life teams for additional research and support on legal, tax and strategy questions or to get a special quote or illustration for a large case that can’t be illustrated directly through our software.
Aligned New Business associate will work with you to keep you informed on the progress of your case
We’ll stay connected every step of the way.
Application is assigned to Large Case or Advanced Underwriting teams for life and/or living benefits
Once the application is submitted, it will be automatically assigned to our Large Case or Advanced Underwriting teams depending on the size of the case. This is the key part of the experience for advisors and clients.
Dynacare Platinum Paramedical Services
If your case meets the required thresholds, your clients will benefit from Dynacare Insurance Solutions Platinum Paramedical Services, a paramedical service specifically tailored for high-net-worth clients.
Contract issue and delivery
Explanation of decision
If necessary, the ACC/WTPC/APS can explain the solution, including positioning any changes that occurred from the original submission.
Our medical consultant can also help if evidence comes in that leaves you and your client in a different place than expected, including helping the client or their doctor understand our concerns.