WealthServ is our system that provides advisors access to information on their existing clients, pending business and commissions. The ideal browser is Internet Explorer 11. For access contact brokerservices@cpp.ca
After registering on WealthServ, this is where you can access your client accounts and posted commissions. Your commission statements can also be generated through this site.
Why use a paper application when you can go the “e-route”? It’s faster and so is the issuing of policies. Save time and simplify your workday.
A convenient way for you to provide your client with access to apply online for life insurance.