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Canada Protection Plan streamlines applications, introduces CI products

By April 28, 2020 Advisor

By Michelle Schriver | Advisor’s Edge

E-policies are also now available across the firm’s lineup

Toronto-based Canada Protection Plan, provider of simplified no-medical insurance, introduced a new feature to its application process that aims to deliver greater efficiency to advisors and clients.

Fastest A-Z, available to advisors through the firm’s online process, allows for streamlined applications for those who are hard to insure.

The feature leverages client data provided in the application process so that fewer questions can be asked. For example, when a client answers “no” to a specific disease in the medical history portion of the application, they’ll no longer be asked additional questions about that condition.

Read more

By Michelle Schriver | Advisor’s Edge | April 20, 2020

The information contained is as of date of publication and may be subject to change. These articles are intended as general information only.

To learn more about Canada Protection Plan and our line of comprehensive No Medical and Simplified Issue life insurance solutions, call Broker Services at 1-877-796-9090 and we will be happy to assist you or put you in contact with Sales support in your region.

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Pour en savoir plus sur Plan de protection du Canada et sur sa gamme complète de solutions d’assurance vie sans exigence médicale et à émission simplifiée, communiquez avec les personnes-ressources des Services de courtage au 1 877 796-9090, qui seront heureuses de vous aider ou de vous mettre en contact avec l’un de nos soutiens aux ventes dans votre région.

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