Get ready for RRSP season now!

Submitted by Victoria on December 15, 2020 - 11:21am

This year was unpredictable. You can help make sure your client's financial future isn't.

Time for a financial check-up with your clients
2020 has left many clients worried and unsure about their financial futures. With some plans – like that dream vacation – on hold, clients may have cash sitting on the sidelines. As we approach RRSP season, now's the time to check in with your clients and provide them with your advice and expertise.

Investing in Canada Life™ solutions through RRSPs and TFSAs may help. We have resources to support your client conversations on our new Combined Strengths marketing hub including:

The updated RRSP toolkit, which has materials on the RRSP Loan program
How new Risk Managed Portfolios can make it easier for your clients to stay invested
A new loss aversion video to help you talk to your clients about emotional decision-making

See the marketing hub

RRSP season is just getting started!
We'll continue to update the RRSP toolkit, so be sure to bookmark the marketing hub page. Look for new materials in the new year, including:

One-page concepts to help you in your client conversations around the importance of staying invested
Social media posts and articles to share with clients this RRSP season

We're also launching a social media campaign on the Canada Life Facebook page in January, to help drive clients to you this RRSP season.

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