As a Canada Life branded advisor, you have access to free essential tools needed to do business with Canada Life as part of the Canada Life Digital Toolkit, including our self-serve platform DOX, in addition to a curated technology bundle with market-leading tools:
An easy-to-use website platform to help you market your business, offering you a robust content library to publish and share with clients and prospects, lead generation capabilities, search engine optimization and insightful analytics.
Download, personalize or customize compliant marketing materials within minutes to use on your website, social media, client emails or to send to your printer.
Push curated company content to your own social networks from one place, offering a library of pre-approved social content that you can share to help build your own professional social presence.
You can update your profile directly in Digital Agent or Hootsuite at any time. If you’d like to update your information across a variety of platforms offered by Canada Life, including DOX and Digital Agent, please fill out the Advisor Solutions information update form.
Field Marketing can only offer the materials available on our platforms DOX, Digital Agent and Hootsuite. Custom work cannot be fulfilled for Canada Life branded advisors.
Remember, in 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 for reference to learn more about starting a firm, joining a firm or becoming a sole proprietor.
You’ll also find guidance on updating your contact information and ordering business cards.
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 can transition your tools to the self-branded version.