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Take your large‑case business to the next level with Canada Life Elevate
from FORUM Magazine - May 2023
by Advocis
Your insurance large cases aren’t just larger. Their complexity requires specialized knowledge and focus. That’s why, with Canada Life Elevate, you have access to a unique team of top-tier industry professionals to handle large insurance cases. Here’s how we can help.
Two dedicated large‑case underwriting teams
These teams have more than 200 years of combined underwriting experience.
Access to our regional wealth and tax planning consultants and advanced case consultants
This group of tax lawyers, certified professional accountants and insurance experts understand the complexity and nuances of handling a large case. Their expertise will avoid any tax or estate surprises for you and your clients.
Extensive regional wholesaling support
With the most extensive regional wholesaling organization in the industry! Our insurance experts will work with you to develop consolidated, personalized insurance plans and strategies.
A bigger impact that is cost‑effective