Your terms
Vision advisers have access to special terms. Here are the details:
Welcome to our dedicated page for Vision advisers
The Retirement Account is now closed to new business. You can read more about this update, including information on pipeline timeframes here.
We are delighted to offer you special rates for our Premiere Account.
Vision advisers have access to special terms. Here are the details:
You have direct access to our market leading technical team for help on all retirement, estate planning, offshore, tax and trust questions.
Our analysts at Canada Life Asset Management are happy to answer any investment or macro economic questions you have.
As well as having access to special terms and our technical specialists, you have your own dedicated account manager, access to exclusive events and a range of marketing resources.
Your account managers — Martin Saunders, Ross Sparkes, and Jon Armstrong — are on hand to guide you through our products or answer any general questions you may have.
We provide information to help you and your clients in our Technical Support hub. There is a range of technical content and training materials including webinars, podcasts and guides.
Watch our structured CPD qualifying webinar to find out about our flexible reversionary trusts designed to reduce your clients’ potential IHT liability.
Watch the webinarYou can now find our continuing professional development content and award-winning technical support in our new ican academy. All in one place.
Explore ican academyOur video demonstrates how you can increase the probability of your clients' income lasting, while still keeping them invested for growth and income.
Watch nowCanada Life partner with AKG to deliver cutting edge research into the future of financial advice.
Watch the webinarWe have a wealth of information and support to help you protect the longer-term interests of your clients, and de-risk your business.
Choosing a provider and conducting due diligence can be onerous. Here is everything you need to know about Canada Life in one guide.
Find the documents and forms you need in our searchable document library.
You can manage your clients’ policies simply and easily using our online capability.
Find answers to commonly asked questions, helpful links, tools and contact details.
Award winning pre-sales technical help & guidance.