Canada Life Digital Toolkit tool selection

The Canada Life Digital Toolkit offers a flexible model to suit your business needs. You’ll will continue to have free access to essential tools to do business with Canada Life, and the flexibility to choose additional tools that make the most impact on your practice, offered at market competitive rates.

This form can take approximately 5 to 10 minutes to complete.

You or your support staff are invited to fill out this form to choose from a set of market-leading digital tools. For advisors in a firm, a form is required for each advisor to ensure proper access is granted to the selected tools.

Questions?

Reach out CanadaLifeTechnologyProgram@canadalife.com

Submitter details

Please identify who is filling out this form.*

Select

Your name*

Your title*

Your email address*

Advisor information

Role (i.e., Firm Principal, Advisor, etc.)*

First name*

Preferred name

If you have a preferred first name please capture it here.

Last name*

Email address*

Please enter your primary business email address.

Business phone number*

Business information

What is your Canada Life user ID?*

This is your London Life or Great-West Life user ID.

Enter your primary active producer code*

I.e., your F-code / W-code / M-code

Are you registered with Quadrus?*

Quadrus advisors are eligible for discounts on the tools, which will be automatically applied on registration.

Yes

Business address*

City*

Province*

Select

Postal code*

Select your tools

This section acts like a shopping cart. Select the tools you're interested in and submit the form.

Choose:

Opt-in: you want to sign-up for the tool.
Opt-out: you don't want to sign-up for the tool.

Goals-based planning (GBP) - $120/month*

Take clients to the next level of planning excellence with GBP. A financial planning solution that is easy-to-use, integrated with Workspace and engaging for your clients. Powered by Conquest Planning Inc.

Select

Digital Agent - $65/month*

An easy-to-use website platform to help you market your business, offering you a robust content library to publish and share with clients and prospects, lead generation capabilities, search engine optimization and insightful analytics.

Select

PortfolioINSIGHTS - $30/month*

PortfolioINSIGHTS is a client-oriented portfolio analytics solution, designed to provide quantitative analysis that advisors can use to effectively manage client investments.

Select

Your Investment Centre Login ID*

I.e., your LL , GWL or GWLA code

DocuSign- Free*

DocuSign is an electronic signature platform that enables advisors to sign, and manage documents digitally, streamlining approval process.

Select or enter value

Want to sign-up for auto-renewal so your subscription automatically renews every year?

Save time with auto-renewal as you won’t have to sign a new contract each year when renewing your tools. Instead, you’ll receive an email notification that your subscription is renewing for another year and no further action is required from you. If you sign up for auto-renewal, your subscription will automatically renew on June 1 for a one-year period and will automatically renew each year thereafter.

Click here to sign up for auto-renewal

Subscription agreement

After you fill out this form, watch for an email from Canadalifetechnologyprogram@canadalife.com (CLTP) with your Digital Toolkit subscription information and Subscription Agreement to sign. This will outline pricing, commitment period, timelines around onboarding and accessing the new tools, and when fee deductions will begin.

Upon returning the signed Subscription Agreement form, CLTP will complete your subscription and ensure you're set up with the tools you've requested.

I’ve read and understand that I still need to sign the DocuSign contract to complete my subscription.*

Privacy Statement

Protecting your personal information.

At Canada Life, we’re committed to protecting your personal information and respecting your privacy. Personal information is information that either on its own or combined with other information allows you to be identified. This includes your name and address, as well as more sensitive information such as your banking and compensation records. When applicable, this includes information about other people such as your emergency contact.

How we use your personal information.

Your personal information is used to manage the relationship we have with you. This includes verifying your identity, managing your records, processing compensation and commissions, evaluating business metrics, providing training and professional development opportunities, collecting feedback on our programs, event management, monitoring usage of company systems, providing access to and support for Canada Life digital platforms, providing you with communications, measuring our diversity, equality, and inclusion goals, protecting you and us from risks such as cyber threats and fraud, and complying with legal obligations.

Who we share personal information with.

We share your personal information with other people and organizations to help us manage the relationship we have with you. This includes your support team and human resources, and other organizations that provide us services such as technology suppliers, creative and promotional agencies, other financial institutions, and credit reporting agencies. As part of our day-to-day business, your personal information may be communicated to government departments and agencies, and may be communicated outside your province of residence or outside Canada. We take protecting your personal information seriously and we’ll never sell your personal information to anyone.

You’re in control of your personal information.

We respect your privacy preferences and follow them when using your personal information. At any point in your relationship with us, you can choose how your personal information is used by contacting us through our privacy centre at canadalife.com/privacy. You can also exercise other privacy rights through our privacy centre such as access to or correction of your personal information.

If you choose to remove your consent to the collection, use and disclosure of the personal information required to maintain your relationship with us, we may not be able to continue to manage and support our relationship with you.

Want to learn more? Please visit canadalife.com/privacy.

I understand that my personal information will be collected, used and shared as set out above.*

Send me a copy of my responses

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