Building for the future
Clients in the "building for the future" stage have a lot on their minds. They're thinking about work, buying their first homes and often raising kids. Many will agree that saving for retirement is important, but it's not always their highest priority.
Now there's an easy way to encourage younger clients to make the most of today and start thinking about tomorrow.
Related sales strategies
- Family protection insurance
Parents want to do what's right for their family and that includes building and maintaining a strong financial foundation for their family's future. Having the right insurance in place for each family member is an important step in protecting that foundation.
- Mortgage protection insurance
During their home-buying process, clients will have many items on their to-do list before they get the keys to their new home - but protecting their mortgage with term life insurance and critical illness insurance rarely makes the list. Most people are unaware of the need for insurance until their lender asks them if they want it added to their mortgage. Let's change that.
Related marketing materials
Booklet: Shedding light on...Life insurance (810-3461) - Use this interactive booklet to give your clients a basic understanding of a variety of life insurance options. The focus is on educating clients to help them feel more comfortable discussing financial concepts with you.
Booklet: Shedding light on the Tax-Free Savings Account (810-3664) - Explains in a clear, objective and easy-to-read format how the TFSA works and different ways it may be used to enhance an overall financial plan.