Discover resources, materials and tools that can help you effectively market and grow your business.

Set up your business 

  • Combined strengths – access Canada Life branded insurance and wealth marketing materials 
  • Communications toolkit – promote your business with creative digital and print materials. You’ll also find out how to order business cards, download email, voicemail, Word and PowerPoint templates, fax cover sheets and more. 
  • Compliance best practices – follow these when creating social media profiles, posts, videos, podcasts, newsletters and emails. 
  • Guide to marketing your business – spark ideas and find practical tips to create an effective marketing campaign. 

Access effective marketing tools to promote your brand your way

Digital Agent

$50/month + tax

An easy-to-use website platform to help you market your business, offering you a robust content library to publish and share with clients and prospects, lead generation capabilities, search engine optimization and insightful analytics.  

Note: As a Canada Life branded advisor, you are required to use Digital Agent for your website. 



A self-serve site where you can download, personalize or customize compliant marketing materials within minutes for use on your website, social media, client emails or to send to your printer.  

Note: Field Marketing can only offer the materials available in DOX. Custom work cannot be fulfilled for Canada Life branded advisors. 


Contact for more information

Push curated company content to your own social networks from one place, offering a library of pre-approved social content that you can share to help build your own professional social presence. 

Grow your business 

Remember, in your third year as a Canada Life branded advisor, you’ll have to start thinking about transitioning to your own brand or a firm’s brand. Refer to the Advisor brand toolkit for reference to learn more about starting a firm, joining a firm or becoming a sole proprietor.  

You’ll also find guidance on updating your contact information and ordering business cards.  

Once you rebrand, you’ll want to make sure you get your licenses approved by your provincial insurance regulator and Quadrus Compliance. Advisor Compliance can help. 

Have questions about transitioning your business? Please contact your aligned field leader.