Level up your lead generation

Your focus is on growing your practice and building relationships with clients. That’s why we've launched DOX – a free, self-serve website where you can easily download and personalize marketing materials with your contact information, headshot and logo, including brochures, social media images and postcards.​

Spend more time growing your business. These compliant materials are a great way to start sharing your story, and we’ll be adding new content regularly to keep your clients engaged with you on topics that start conversations. It's just-in-time marketing!​

Benefits of DOX

  • It's free!
  • Marketing materials with options to have your contact information, headshot and logo on them
  • Great conversations starters including advertisements, seminar flyers, ballots and social media images 
  • Share these materials on your website, social media, email them to clients or send them to your printer 
  • All materials in DOX are pre-approved, meaning you don’t need to send your final pieces to us for approval
  • Mobile friendly platform
  • A process that would have taken days now only takes a matter of minutes giving you more time to focus on your clients
  • If you're a Canada Life advisor, when you’re ready to self-brand, we can easily switch you over to our self-branded DOX site. We just need your brand name and logo
  • Whether you're Canada Life or self-branded, you have access to the same materials on DOX - they're just branded differently
     

 

Signing up

If you’re a Canada Life branded advisor, you’re DOX account is already set up as part of the Canada Life Digital Toolkit program. Self-branded advisors must fill out the Field Marketing intake form to complete their DOX set up and within a few days, you’ll receive an email from Field Marketing with your login credentials. 

To learn more, visit the page that best identifies your brand status: 

 

Canada Life advisors        Self-branded advisors        Freedom 55 Financial advisors

Canada Life samples

Take a look at what you can get in DOX as a Canada Life Foundations advisor.

Quarter page ad

Postcard


Social media image

Self-branded samples

Take a look at what you can get in DOX as a self-branded advisor or firm.

Quarter page ad

Postcard


Social media image