iA CONNECTED

New sales support documents, using simple language and concrete examples, are now available to facilitate comprehension for your clients.

These new tools follow a complete update of existing documents. Use them to help you have clear and efficient discussions about the advantages of the Transition product with your clients.

For you:

• Critical illness insurance guide (F13-1198A): This product guide was completely reviewed.
  
  
• Critical illness descriptions guide (F13-1199A): The new version of this guide now includes descriptions in simple terms of each of the 25 illnesses, under the heading “What does it mean?”

For your clients:

• Your client guide – To help you understand your coverage NEW (F13-1195A): A first client guide written in simple language and including examples. Graphics clarify the following concepts: minimum period with the presence of symptoms, survival period and moratorium exclusion period.
  
  
• Your critical illness descriptions guide – 25-illness version NEW (F13-1203A-1): When considering and coming to a decision, it is important that your client understands the scope of critical illness insurance and the descriptions of critical illnesses, particularly the applicable limitations and exclusions. This guide—the “client” version of F13-1199A—will help to explain these notions.
  
  
• Your critical illness descriptions guide – 4-illness version NEW (F13-1203A-2): This guide, equally as useful as the last one, is for those clients who have chosen the more affordable coverage of 4 critical illnesses.
  
  
• Client flyer – Financial relief in the event of critical illness (F13-435A): This document still includes the main product features. It is supported by a real-life example that will show your clients that everyone is at risk of experiencing health problems and that critical illness insurance can have a significant impact on their life.

All the Transition marketing documents have been updated in compliance with the current requirements of regulatory authorities¹. Also, to avoid disappointment if a diagnosis does not result in a benefit, we have added the following note to each:

Documents in Mandarin and Punjabi

The four above-mentioned documents will be translated into Mandarin and Punjabi shortly. Do not hesitate to use them with clients who speak one of these languages. 

We hope that these updates will help you respond to the needs of your clients and will allow them to make informed decisions.

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¹ Such as the Autorité des marchés financiers (AMF) and the Canadian Life and Health Insurance Association (CLHIA).