Everything you need to communicate with your clients without savings and promote our savings product lineup! 

Use the new email templates, available now in Client Manager, developed specifically for each generation of client.

Need help with client emails?

Check out the guide on the Web Showcase 

Important: before emailing a client to propose a new product, make sure they have not unsubscribed from the Canadian anti-spam legislation.

Many of you have received a list of target clients via secure messaging in the Advisor Centre. Have you taken a look? 

To learn more, see the launch email.

See our new approach tool to learn more about these different clients!

Thank you for your valuable cooperation,

Career network Marketing and Sales teams