Spend more time focusing on prospecting, engaging with your clients and building your business with content that gets you noticed.  

At Canada Life™, we’re here to help you grow your business with smart, easy-to-use, effective marketing tools.

 

Digital Agent, Hootsuite and DOX are here to help. These powerful tools can help you build and manage your website, harness the power of social media and level up your lead generation with personalized marketing materials

  

Ready to get started?

If you’re a Canada Life branded advisor, you’ll get access to these tools once you’re fully contracted with Canada Life as part of the Canada Life Digital Toolkit program. Contact Field Marketing if you have any questions.

 

If you're a self-branded advisor, complete the Canada Life Digital Toolkit sign-up process to opt-in for Digital Agent and Hootsuite today. For DOX, you can sign up by filling out Field Marketing's enrolment form.

Work smarter, not harder, with your marketing efforts 

  • Marketing guidelines. Check out these best practices to help make your marketing efforts as professional, polished and effective as possible – whether you’re creating content for your website, posting on social media, or recording a podcast or video.

  • Compliance best practices. Follow these when creating social media profiles, posts, videos, podcasts, newsletters and emails to help ensure you’re representing yourself accurately to clients and prospects

  • Combined strength. Access Canada Life-branded insurance and wealth marketing materials.

Grow your business and your brand

Transitioning from Canada Life to your own brand
When you enter 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 to learn more about starting a firm, joining a firm or becoming a sole proprietor.

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. You can also fill out the Advisor Solutions information update form once you have a firm name and logo so Field Marketing and other departments at Canada Life can make sure your information is up to date in our databases and platforms.

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

If you already have your own brand
If you’re already self-branded, you can order self-branded marketing materials through DOX. Don’t have DOX yet? Fill out this enrolment form to get started.

Did you know? Even if you’ve recently become a sole proprietor, you can still explore starting or joining a firm. Refer to the Advisor brand toolkit to learn more about your brand and firm structure options.

Sign up today!

If you’re a Canada Life-branded advisor, you’ll get access to these tools once you’re fully contracted with Canada Life as part of the Canada Life Digital Toolkit program. If you’re a self-branded advisor, complete the Canada Life Digital Toolkit sign-up process to opt-in for Digital Agent and Hootsuite today. For DOX, you can sign up by filling out Field Marketing’s enrolment form.

 

 

Questions? Contact Field Marketing