Resources for you to help your clients feel financially secure and confident in retirement.
With the value of your advice and Canada Life investment solutions, you can help your near retiree clients with new and different ways of thinking about their investments. Together, you can build a retirement plan they feel confident in.
Read this article for an overview of the investment management review team and how their objective, data-driven fund governance helps maintain the integrity and quality of the Canada Life fund shelf.
Taking the first step can be the hardest. Encourage your clients to take action with these conversation starters.
Get retirement ready – Canada Life - YouTube. 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 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
The current market environment might have impacted your clients’ retirement plans and your advice has never been more important. Be the hero of their retirement story – share articles to help your clients retire their way.
This site provides current information on fund performances and holdings, as well as quick access to fund facts.
At Canada Life, we’re here to provide you with effective and competitive solutions as you and your clients plan for their retirement. On the Canada Life shelf, you have access to many of the retirement products you know today. This section will lead you to materials you need to get acquainted Canada Life products and prepare for client conversations, with confidence.
Join thousands of advisors who are already receiving Canada Life Investment Management Ltd. market updates. Get the information you need to help clients make sense of market moves, keep their emotions in check and stay invested to meet their goals.
Canada Life and design and Canada Life Risk Managed Portfolios are trademarks of The Canada Life Assurance Company.