Resources
Guides, forms, FAQs, and support materials in one place. Use the sections below to jump to what you need.
Tools, forms & guides
Download program PDFs, census templates, and advisor materials from the forms library below, or browse additional forms and external resources.
Browse all forms & resourcesForms library
Direct downloads from the published catalog. New uploads from admin appear here automatically after publish.
Advisors & Distribution Partners
ClearGroup
ClearBenefits.ca
FAQ & quick answers
Positioning questions, path selection, advisor support, and what happens after you reach out.
Open FAQVideo guide
Short videos on buying benefits and core plan concepts.
Watch the series