Canada Life Elevate
Your large-case resources
Large-case process
See how we support you each step of the way.
Canada Life supports you throughout the entire process
Building client relationship, fact find and solution design
Your large case
Initial discussions with your client, building product and strategy solution
Connect with your regional sales manager (RSM)
Your RSM will help you build a solution tailored to your client’s needs. Your RSM can also engage these people when needed:
The advanced case consultant (ACC), advanced planning strategist (APS) and wealth and tax planning consultant (WTPC) for expertise on strategy ideas and solutions, tax questions, and more.
Our medical consultant, Dr. Bruce Empringham, can consult on underwriting considerations for ultra-high-net-worth cases
In addition, Ryan Marcy, Vice-President, Large Case Services, can consult for participating account investment strategy details.
ACC/WTPC/APS loops in Large Case Services and Sales Enablement teams
These teams provide 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.
Underwriting
Your aligned New Business associate will keep you informed on the progress of your case
We’ll stay connected every step of the way.
Application is assigned to Premier or Advanced Underwriting teams for life or living benefits
Once the application is submitted, it’s assigned to our Premier or Advanced Underwriting teams, depending on the size of the case. Twenty underwriters with over 200 years of combined experience are aligned to these teams.. Their expertise in the HNW and UHNW markets and obtaining reinsurance capacity are key contributors to Canada Life’s success in these markets.
In addition, our Financial Underwriting team, consisting of chartered accountants and financial experts, will ensure your case is positioned to obtain the amount of coverage needed.
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, our medical consultant, senior underwriters, and financial underwriting and accounting team can help you talk to your clients if any decisions differ from what was anticipated or applied for.
Our medical consultant can also help if your client, or their doctor, doesn’t understand our concerns.