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Manage your policies simply and easily
A simple way to keep track of your clients’ policies and plans.
Canada Life PortalWe are currently experiencing some technical issues. If you would like any assistance with accessing the Portal, or help with logging in please contact us. Incorporating Adviser Connect and The Retirement Account DashboardLearn more about Adviser Connect Learn more about The Retirement Account Dashboard Log inYou can now only access Adviser Connect by signing in with an email and password (user IDs will no longer work) or via Unipass. The Retirement Account Dashboard Register for Canada Life PortalNew users
If you are registering for the Canada Life Portal for the first time please click here. Please note that users who require Model Portfolio Manager (as an addition to The Retirement Account Dashboard) will need to also complete a separate form.
Register for The Retirement Account Dashboard - for existing Adviser Connect usersPlease visit Retirement Account Dashboard registration and follow process 2. Workplace ProtectionCLASSCreate new quotes and renew and manage your clients’ policies online. Individual ProtectionQuotation ExtranetAlready have an agency agreement with us? Log in to our Quotation Extranet to get a quote for your client. Log in to our Quotation Extranet Home FinanceHome Finance KFI & application portalCreate new quotes and submit cases. To register, you’ll need to provide evidence of your equity release qualifications. Log in to our KFI & application portal
Secure email change to Proofpoint from 4 January 2021We have changed how we receive and send secure 'encrypted' emails. From 4 January 2021, we now use Proofpoint SecureMail to send and receive this type of email. If you have any questions regarding secure emails using Proofpoint, then please contact us. Learn more about how to register and access your secure emails |
A simple way to keep track of your plans with us.
Secure email change to Proofpoint from 4 January 2021We have changed how we receive and send secure 'encrypted' emails. From 4 January 2021, we now use Proofpoint SecureMail to send and receive this type of email. If you have any questions regarding secure emails using Proofpoint, then please contact us. Learn more about how to register and access your secure emails
Access the following with your MyAccess account:
Register for a MyAccess onshore account
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