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Help your clients feel financially secure and confident in retirement.
Client article just released: Paul Orlander discusses how to get clients retirement ready amid a pandemic.
A recent Canada Life study uncovered that the closer Canadians get to retirement, the worse they feel about it.
Your advice has never been more important to help your clients plan as their needs are ever-changing and the pandemic may have changed how they retire. Be the hero of their retirement story – use our tools and resources to help your clients retire their way.
Share this video with your clients to empower them to plan their retirement with confidence.
Description: This video combines impactful words with footage of Canadian women close to retirement.
Narrator: You do it all.
Description: “You do it all” repeats across the screen in large text. A middle-aged woman bikes on the side of a road near a lake. Mountains appear in the distance.
Narrator: You’re unstoppable.
Description: “You’re unstoppable” repeats across the screen in large text. A mother sits on the edge of her bed holding her swaddled newborn baby.
Narrator: But when it comes to retirement, you might not feel ready because you’re worried you haven’t saved enough.
Description: A woman sits at her kitchen table, reading her statements. A stack of papers sits on the table next to her.
Narrator: But you’ve worked hard for this
Description: “You’re worked hard” repeats across the screen in large text. A nurse in a mask takes a patient’s temperature.
Narrator: and you deserve to take this next step with confidence.
Description: An athletic woman jogs down a wooden bridge in a park.
Narrator: An advisor can help you build a plan
Description: A barber smiles while talking on a cordless phone. She gives a young girl with long hair a trim.
Narrator: so you can afford the retirement you want.
Description: A surfer in a wetsuit stands on the beach at dawn, holding her surfboard.
Narrator: They’ll provide expert advice to help you choose the right investments based on your comfort with risk,
Description: A women sits at her desk, typing on a laptop. The back door of her home is open to a lush garden in the distance.
Narrator: draft a budget and ensure your family is taken care of.
Description: A mother holds up her phone to take a picture of her teenage daughter wearing a graduate cap and gown.
Narrator: It’s time to take charge of your money.
Description: A woman in tennis outfit plays pickleball on a court outside with her husband.
Narrator: Get retirement ready, your way.
Description: “Get retirement ready” repeats across the screen in large text.
Narrator: To learn more, contact your advisor.
Description : Words “To learn more, contact your advisor” appear onscreen.
Narrator: Don't have an advisor? Visit canadalife.com
Description: Words “Don’t have an advisor? Visit canadalife.com” appear onscreen with Canada Life logo and legal lines: Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190
Taking the first step can be the hardest. Encourage your clients to take action with these conversation starters.
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