New: Expiring term exchange options now available in My Advisor Dashboard

We made it easier to discuss options with your clients who have a Solution Term life insurance policy with an expiring exchange period in the next 12 months.

The 'Expiring Term Exchange Options' report in the Inforce Business Opportunities section lists your eligible policies for our Term Exchange Program.¹

Downloading your list will give you more relevant policy details. This list will be refreshed weekly, so please check back regularly for updates.

Discussing options with your clients
Our term exchange program identifies opportunities for your client(s) to exchange their term coverage to a longer term without evidence of insurability. Learn More about the Term Exchange Program.

For your convenience, we have added a Sample Client Email to start the conversation today.

Log in to My Advisor Dashboard to check your Inforce Business Opportunities.

Are you using
My Advisor Dashboard
to your advantage?
Here are some of the tools 

at your fingertips:

• Download your Inforce Business Opportunities. 
• Check your new applications or resume saved Fast & Full applications
• Change a client's address online
• Access client, policy searches and reports from the Business Centre
• Submit beneficiary changes online using the D-0017 eSignature form
  And much more…

¹ Excluding Concordia policies.