Company History
In what year was Canada Life founded (Bonus points for naming the founder)
What is 1847- by a banker named Hugh C. Baker
Seg funds offered by Canada Life (Not including different series, guarantee levels)
What is 148 (As of November 30, 2025)
Two Softwares required to set up VPN for WFH
What is Cisco AnyConnect and Entrust Soft Token
Your go-to platform for everything Canada Life
What is Zone
This is the number of employees Canada Life has across Canada
What is 13,000+
Canada life was originally headquartered here
What is Hamilton, Ontario
Canada Life offers this product that combines life insurance with investment growth potential
What is Universal Life Insurance
Three tools available through Advisor Content Hub that are essential for the RSA role.
What is TLC, AQS (Annuity Quote System), MER Calculator, Constellation
This is how you add softwares to your workstation
What is
Zone > HR, Tech, Facilities > Request Software > Get approved from manager
This many community organizations did Canada Life support in 2024
What is 500?
Canada Life became part of Power Financial Corporation in this year
What is 2003
Maximum advisory and management services fee Canada Life negotiates for its Partner Series segregated funds
What is 1.25%
(The maximum advisory and management services fee Canada Life negotiates for its Partner Series segregated funds is between 0.50% and 1.25%)
When exporting data from PowerBI, this format is preferred (Bonus for WHY)
What is Normalized Data (Used to create visuals like sums, averages, medians)
You would reach out to this person for the following
DSFA
Annuities (AQS)
PowerBI
What is
DSFA-Sherry Sun
Annuities (AQS)- Melissa Douglas
PowerBI- Zac Yang
Canada Life has 13,000 employees and 21,000 advisor relationships, this is the ratio of advisors to employees
What is 1.6:1
Canada Life expanded internationally in the 19th century. This country was its first overseas market
What is The United Kingdom
Target Date Funds automatically guarantee your principal at retirement. True or False?
False – they adjust asset allocation, but do not guarantee principal.
Maximum portfolios that can be seen in an investment proposal for these templates (Capintel)
a) Wholesaler/Advisor b) Seg Proposal/HNW
What is
a) 4
b) 6
The email to request the MDRT commission certification
FieldRecognition@canadalife.com
Canada Life has been in business since ___. It is older than Canada’s Confederation by these many years
What is
1847
20 years
Canada Life’s iconic building in Toronto is known for this architectural style
What is Beaux-Arts
On this date, the regulatory ban made DSC purchase options unavailable for new contributions, and what is the explicit exception noted for certain policies? (Seg Funds)
What is June 1, 2023; For certain policies where DSC is the only sales charge option available, new contributions may be accepted (additional disclosure may be required)
Two core planning calculators were flagged for modernization: move away from Excel and into secure web apps
What is RIF/LIF Calculator and MER Calculator
Advisors asked for this site to be refreshed so it’s actually usable, particularly for client conversations about planning
What is Value of Advice site
The 2026 Sales Plan for CL Segs and Mutual Funds (Gross Sales)
What is 5.393B and 1.17B