Good news: we’ve already done some of the work for you. As part of our critical illness insurance promotional campaign, many of you have received targeted lists in the secure messaging system in the Advisor Centre to quickly identify clients you should contact to help them protect what matters most.
Four target segments
“When things are going well, that's the time to take action.”
That is the message at the heart of our new campaign. The goal is to remind clients that it’s best to secure coverage while they’re in good health and to adjust their coverage as their lives change.
In the coming days, we will be reaching out to several clients via email and through a digital campaign. The target segments are:
- Families with children. Critical illness insurance for children and protecting future insurability (see the email).
- Young adults (18 to 30 years old). Income protection, future insurability and first major commitments (see the email).
- Millennials (30 to 45 years old). Protection for financial commitments and family goals (see the email).
- Established adults (45 to 55 years old). Protection of savings, assets and retirement benefits (see the email).
- Critical illness insurance calculator: Quickly estimate a client’s coverage needs.
- Diagno$tic: Get insight into the financial impact of a critical illness.
- Web Showcase: Ready-to-use posts for your social media.
Check your list—your next sale might be there!
The need is often there, but conversations don’t just happen on their own. Take advantage of our tools to reconnect with your clients.
Even when we communicate with your clients, nothing beats a phone call, an email or even a simple text message from you!
