Have your clients had "the talk" with their kids?

Talking to kids about money when they’re young can help set them up for a strong financial future. But if your clients are like two-thirds of Canadian parents, according to a recent Canada Life study, they haven’t had the money talk with their kids.1

 

Did you know? 93% of parents think schools should teach kids about personal finance, but 75% of parents think schools aren’t doing enough.1

Position yourself as a thought leader this financial literacy month

Clients and prospects are looking for someone credible, trustworthy and with valuable insights. Sharing our financial literacy content with clients can help you:

  • Position yourself as a thought leader

  • Build trust

  • Help your clients have the money talk with their kids

Through November, financial literacy month, we’ll release content related to one of four themes: earn, save, spend, invest.

 

Field marketing tools are here to help

Both Canada Life branded and non-branded content are available. 
 

How to share this content on each tool:

Videos

Add this video to your Digital Agent site by browsing the content library or look for it in Hootsuite Amplify. 

Have the money talk with your kids today 

Articles

Check out new blog articles available on your Digital Agent site Advice page and share them with clients on social media or in a newsletter.   

Help your kids make the most of their allowance money

Giving an allowance to your kids can be a great way to teach them about managing their own money. This can help make budgeting a practical, and even fun activity.  

 

Is your kid ready for their first job? Here’s how you can help them.

Working at a job as a teenager has many benefits, including developing social and professional skills, saving money for school or wherever life might take them and sharpening money and time management skills.

Social media posts

Take a look at these posts in Hootsuite Amplify and share them on your social media pages. Make sure to also link the corresponding article from Digital Agent in the caption of your post to boost your website engagement.  

   

        

 

DOX materials

Give these worksheets to your clients to help them while they have the money talk with their kids.

 

     

Signing up is simple

You can get access to these tools and more through the Canada Life Digital Toolkit program. Learn more here. 

Questions? Contact Field Marketing.

Visit our Field Marketing landing page to learn more about the support and services we provide, and for additional information and resources on our services.

Missed one of our earlier campaigns? 

Find great content in Digital Agent, Hootsuite and DOX to create your own campaign on: 

  • Mutual funds and segregated funds
  • RESPs
  • Canada Life My Par GiftTM
  • Market volatility
  • RRSPs and TFSAs

 

1 These are the findings of an online survey conducted by Canada Life and hosted on the Angus Reid Forum from Sept. 23 to Oct. 5, 2022, among 1,510 Canadian residents, in English and French. The sample consists of respondents from all genders aged 18 to 69 years, primarily targeting respondents with children aged 5 to 17, complemented by respondents without children and parents with adult children.