Why work with an advisor?

It's time to welcome your future clients.

Use customizable content in Digital Agent, Hootsuite and DOX to promote your business. Start conversations with prospects by highlighting the benefits of working with you through videos, articles, social media posts and images. 

Check out our Why work with an advisor content across all three platforms, available Canada Life branded or non-branded.

Learn how to share this content on each platform:

Videos

Add this video to your Digital Agent site by browsing the content library and share it with prospects on social media. Non-branded version available for self-branded advisors! 

Ask an advisor: Why work with an advisor? – Canada Life

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 


View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

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.  

Tips for talking to a financial security advisor for the first time

Does the thought of financial security planning feel like unknown territory?

Planning your financial future

Not everyone has a background in finance, but we all manage our money on a daily basis. You may be one of many people who wants to plan long-term but has no idea where to begin. 

No matter how old or young you are, it’s never a bad idea to seek help from an expert. Working with a financial security advisor can help you set up a plan for your money. An advisor may also suggest things you may not even have thought of.

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. 

Canada Life Foundations advisors

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Self-branded / firm advisors

Make sure you have access to this content by completing your Canada Life Digital Toolkit sign up for Digital Agent, Hootsuite and DOX.   

Questions about your digital marketing platforms? Contact Field Marketing.