This year, due to inflation eating into the savings budgets of Canadian families, the campaign is being moved up by one month. You will have more time to raise awareness and inform your clients who are wondering about the state of the markets.
Contest
This campaign is accompanied by a contest that will support your approach and encourage early contributions.
- Between November 1, 2022 and March 1, 2023, each of your clients who contributes to an RRSP or TFSA has a chance to win $5,000.
- By contributing before January 31, 2023, they double their chances of winning! Please note that clients are automatically entered when they make a contribution.
- Note that targeted emails will be sent to clients during the campaign to create opportunities for contact.
Use our practical tools
This year, the marketing toolbox is enhanced with content to support your approach with your clients in this particular economic climate.
Stand out on social media
- Cover photo for your Facebook page
- Web Showcase :
- Personalized links so that sales and requests for information from your network are credited to you (Career Network, Brokerage Network).
- Ready-to-use posts to copy and paste on your social media to increase your visibility (Career Network, Brokerage Network).
⭐ New for your clients!
- We now have a TFSA calculator, try it!
- The RRSP calculator has a new look that will turn your clients' heads
New opportunities for your in-force clients
On November 22, many of you should have receiving a new list of RRSP and TFSA opportunities in your secure Advisor Centre inbox.
Our goal: Identify clients who have contributed to an RRSP or TFSA at least once in the past two years so you can encourage them to contribute now and double their chances of winning our client contest!
Good luck!
