RRSPs and TFSAs

Create a campaign on RRSPs and TFSAs with customizable content available in Digital Agent, Hootsuite and DOX.

Ask an advisor: The importance of continuing to contribute to your RRSP – Canada Life

Don’t let inflation and a recession derail your retirement savings plan. I can help you adjust your financial plan to keep you on track.

 

 


View video script

 

Description: This animated video introduces a character named Nora and her advisor with illustrated graphics to explain the importance of continuing to contribute to your RRSP.

Text: Ask an advisor: How does inflation affect my retirement savings?

Description: Nora sits at a table across from her advisor.

Nora: My grocery bill is going through the roof. Rising costs are really squeezing my budget. I’m not sure I can afford to continue contributing to my RRSP and I’m worried about how a possible recession could impact my investments.

Advisor: I understand your concerns.

Description: Fade to a hand holding a coin, then placing it on a slope. The coin begins rolling downhill, then uphill, then downhill again.

Advisor: However, not contributing to your registered retirement savings plan, even for a short time, can really affect whether you reach your saving goals. And that can affect your retirement income and lifestyle.

Description: Coin rolls into a graph on a upward slope that shows how your investments and interest dramatically increases over 25+ years of contributing.

Advisor: That’s because what you invest now will grow over time through compound interest.

Description: The coin rolls through the graph again on a less dramatic slope.

Advisor: The less you save now, the less interest you’ll earn over time, which means less money when you retire.

Description: Nora speaks at the table.

Nora: What would you recommend then?

Description: Transition to three illustrations with a word above each one – mortgage, retirement and travel. Advisor’s finger enters frame and touches the illustrations. A risk tolerance slider appears below each graphic and moves between low and high.

Advisor: To start, I can help you create a budget and if necessary, revisit your savings goals and risk tolerance.

Description: The words “on track” appear below each graphic and risk slider.

Advisor: That way, you’ll keep your retirement savings goals on-track and find opportunities to grow your investments as the economy improves.

Description: Transition to a circle graph with the heading RRSP and $300 per month. A finger enters the frame and adjusts the graph to $150 per month.

Advisor: If you’re still feeling a spending pinch, you could consider just reducing the amount you’re saving for retirement, rather than stopping completely.

Description: Transition to advisor at table talking with Nora.

Advisor: Let’s talk about ways you can stick to your retirement savings plan while managing rising costs and an uncertain economy.

Description: Text – Let’s talk. Contact me today appears onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-888-252-1847."

Group benefits

Create a campaign on group benefits with customizable content available in Digital Agent, Hootsuite and DOX.

Ask an advisor: Should I get benefits for my small business? – Canada Life

Find out how group benefits plan can help retain staff, improve morale and productivity, and keep your employees healthy and at work.

 

 


View video script

 

Description: This animated video introduces a character named Greg and his advisor with illustrated graphics to show how benefits can help a small business owner.

Text: Ask an advisor: Should I get benefits for my small business?

Description: An illustration of a storefront draws into the frame.

Greg: My employees have been asking for workplace benefits. Are they right for my business?

Description: Greg stands behind a counter of baked goods while talking on the phone. An employee carrying empty coffee cups on a tray walks into frame.

Advisor: I'm in the neighborhood. I’ll stop by.

Description: Cut to a close-up shot of Greg.

Advisor: In today’s competitive job market, group benefits can be a great way to invest in your company’s health.

Description: The advisor sits on a stool at a high table with her laptop. Greg serves her tea.

Advisor: They can help you attract and retain staff

Description: The camera zooms out to show Greg in a circle. Two more circles appear with Greg’s employees inside each.

Advisor: Improve morale and productivity

Description: The camera zooms into one of the employees. Text “Morale” and “Productivity” appear, each with an indicator showing a high rating.

Advisor: And keep your employees healthy at work.

Description: The camera zooms out of the employee to show them safely carrying a large box.

Advisor: There are plans available for companies as small as two people.

Description: Cut to Greg and the advisor talking in the café.

Advisor: You can start with basic benefits such as prescription drugs, dentalcare, disability, life, critical illness and accident insurance.

Description: Illustrations animate into the frame to represent each benefit.

Advisor: Then as your business grows, you can add a retirement and savings plan.

Description: Two illustrations appear : a Muskoka chair for retirement and a piggy bank for savings.

Greg: But can I afford it?

Description: Cut to a medium shot of Greg.

Advisor: Adding workplace benefits can be less expensive than pay raises. When you raise pay, you also increase your contributions to public pension plans, employment insurance and worker’s compensation. With benefits, you don’t have to. You just make the monthly payments.

Description: Three illustrations of the benefits return. A list appears, titled “No increases in:” with “Employer contributions under Canada and Quebec pension plans,” “Employment insurance” and “Worker’s compensation” in a column.

Advisor: And our apps and online services can make administering your plan easy and secure.

Description: Cut to the advisor with her laptop turned towards Greg. The My Canada Life at Work dashboard is displayed.

Advisor: Let’s talk about creating a group benefits plan that works for you, your employees and your business.

Description: The camera zooms out to show Greg and the advisor.

Text “Let’s talk. Contact me today.” appears onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.”

Article

Check out the full article on your Digital Agent site Advice page and share it with clients on social media or in a newsletter.  

Why group insurance is right for my small business

Adding workplace benefits is a great way to invest in your company's growth and stay competitive in today’s job market. Offering a benefits package can help you attract and retain talented employees, a challenge in today’s environment. In fact, 86% of plan members   agree their health benefit plan is an important factor when deciding on a job offer.  


No business is too small to reap the rewards of group benefits -- there are plans available for companies as small as two people.

Social media posts

Check out these posts in Hootsuite Amplify and share them to your social media pages. 

Images

Head over to your DOX account to download images to support your campaign. 

Responsible investing 

Create a campaign on responsible investing with customizable content available in Digital Agent, Hootsuite and DOX.

Ask an advisor: What is responsible investing – Canada Life

Learn to how your investments can help build a positive, more sustainable future.

 

 


View video script

 

Description: This animated video introduces a character named Krista, her partner and her advisor with illustrated graphics to explain responsible investing.

Text: Ask an advisor: What is responsible investing?

Description: An illustration of the world with leaves draws into the frame.

Krista: My partner and I just adopted our first baby. We want to start saving for her future, while also investing in a better world for her to live in.

Description: Krista holds her newborn baby while talking on the phone in her living room. Her partner comforts her.

Advisor: Responsible investing is a way to make the world a better place while also helping you reach your financial goals.

Description: Cut to the advisor sitting in her office, talking through a headset. A laptop sits in front of her.

Advisor: It’s a way to invest in companies that show they care about society, the environment and their employees with the way they do business.

Description: Illustrations animate into frame: a skyscraper to represent companies, a group of people for society, a wind turbine for the environment and two people talking for employees.

Advisor: It also limits investing in companies with damaging or unsustainable business practices.

Description: The camera pans to eight pie graphs with investment graphics. The unsustainable investments get smaller.

Krista: But will I have to sacrifice performance?

Description: Cut to Krista on the phone.

Advisor: Most people don’t realize these investments perform just as well or better than traditional ones.

Description: Two line graphs appear, each labelled “Traditional” and “Responsible,” showing the same investment growth over time.

Advisor: If you believe in more sustainable products and businesses,

Description: The line from the “Responsible” graph continues and draws a world illustration into the frame.

Advisor: responsible investing could be for you.

Description: Cut to the advisor in her office.

Advisor: Let’s talk about how responsible investing can fit in your financial plan.

Description: The frame splits in half and Krista appears on the phone. She smiles.

Text “Let’s talk. Contact me today.” appears onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.”

Article

Check out the full article on your Digital Agent site Advice page and share it with clients on social media or in a newsletter.  

Latest scoop on responsible investing

How well do these funds perform and are the assets continuing to grow?

You may have heard of responsible investing (RI), but is it just a passing fad? Do you have to sacrifice returns to invest responsibly? The answer is no. If you’re passionate about topics such as climate change, women in leadership, gender equity, water scarcity and more, RI might be the right solution for you. RI gives you the chance to invest in funds and companies whose values align with yours. Investing can be about both purpose and performance. 

Social media posts

Check out these posts in Hootsuite Amplify and share them to your social media pages. 

Images

Head over to your DOX account to download images to support your campaign.