March 31, 2023 is the deadline to transition from the Freedom 55 Financial brand to your own brand. Refer to the Advisor brand toolkit to learn more about starting a firm, joining a firm or becoming a sole proprietor. You’ll also find guidance on changing your email address and ordering business cards.  

In the meantime, before you come to Field Marketing, there are things you can do now to promote your brand.

Review these helpful resources 

  • 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. 

Transition your business 

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.