Five reasons to go paperless
Canada Life - May 01, 2023
Most financial service companies and bill providers give customers a paperless option. My Canada Life gives you 24/7 access to information about your individual Canada Life insurance and investments products, including statements and tax documents.
Today, everyone is doing more and more business remotely. It’s never been more important to be able to work digitally.
When it comes to your finances, you want to have information about your insurance and investments at your fingertips. When you rely on paper statements, it’s easy for information to get lost in the shuffle. Haven’t made the switch to paperless for your financial statements and documents? Consider the advantages:
1. It gets to you faster
When you switch to paperless, you can access your statements as soon as the information is available – no printing and mailing delays. It’s easy to monitor the latest market value of your product or its dividend.
2. It’s easier to stay organized
Instead of waiting for your tax documents in the mail, you can download them as soon as they’re ready. Electronic files are easier to search and organize in folders. And, if you need to share a document with your spouse, advisor or accountant you can easily email it instead of scanning a paper document.
3. It reduces clutter
With more people working from home, it’s never been more important to free up space. Why let filing cabinets take up valuable room in your home? By reducing the mail that comes to your door, you can cut down on household clutter and the number of items in your recycling bin.
4. It saves you time
With digital access, you can quickly find current and past statements, policy details and tax documents. Maintaining and searching physical file folders can take a lot more time. And, when you switch to eStatements, you can access your information from anywhere – you’re no longer tied to your home office.
5. It’s good for the environment
Paperless billing plays an important role in helping the environment. Paper products make up 11% of landfill waste. On top of that, paper production, mailing and recycling generates carbon emissions. By going paperless, you can make a contribution to a healthier, greener planet.
Most financial service companies and bill providers give customers a paperless option. My Canada LifeTM gives you 24/7 access to information about your individual Canada Life insurance and investments products, including statements and tax documents. Register now. Within the site, it’s easy to switch – update your communication preferences and select go paperless.
By making the switch, you’ll help save time, filing space, and the environment.
Contact me to discuss how I can help you.