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consumer brochure

Consumer Brochure

This consumer brochure is ideal as it provides additional support with an overview of the choices available for the advisors clients. Advisors can download this PDF and simply add in personal contact info on the back as it is print ready. Use it as a mailer to prospective clients or to cross-sell existing clients.
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ADVERTISING MATERIALS


Raise your profile and reach more customers with one of these professionally designed ad mats/flyers, postcards, posters, mailers and letters.

Each of these can be customized with your contact information. It’s easy to personalize, just download and save the files you’d like to use, add in your contact details where indicated, save and it is ready to go!
alert icon For Addressed or Lettermail – blank side provides space for address label and stamp or meter.

Sell Sheets

hard to insure sell sheet

Hard To Insure (1)

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8.5″ x 11″ SELL SHEET
8.5″ x 11″ CHINESE

foreign travel sell sheet

Foreign Travel / High Risk Occupation

Infographic

8.5″ x 11″ SELL SHEET

april fools sell sheet

April Fools, 4/20

Infographic

8.5″ x 11″ SELL SHEET

key person sell sheet

Key Person

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8.5″ x 11″ SELL SHEET

mortgage balance sell sheet

A handy and concise information sheet

Personalize and include with your letter on the merits of an insurance policy for covering a mortgage.

8.5″ x 11″ SELL SHEET

hard to insure sell sheet advisor

Hard To Insure (2)

Infographic

8.5″ x 11″ SELL SHEET

Letter and Email Templates

envelope with letter inside

Prospective clients No Med

There is a simple and straightforward solution to obtain “No Medical” life insurance with up to $500,000 in coverage.

DOCUMENT

paper with a pen writing on it

For your clients who are not eligible for other plans of life insurance

This template offers an easy way for you to initiate a conversation about Guaranteed Acceptance Plan.

DOCUMENT

mortgage letter template

Purchasing a term life insurance plan vs. mortgage insurance

Show your prospective clients how they could benefit from purchasing individual coverage in this convenient letter template.

DOCUMENT

Canada Post offers a service called Precision Targeter.

Precision Targeter is a free online tool that helps you reach potential customers cost effectively. It can store your campaigns and it can suggest Canada Post routes that are a close match to your target audience criteria, which may reveal an untapped source of new business. READ MORE >>