Mortgage protection insurance
Target client profiles
For clients age 29 to 45 who are first- or second-time homebuyers, or clients renewing their mortgage. Consider clients who are newly married without children, parents of young children, or professional singles and couples.
Your 3-step mortgage protection toolkit
Use these tools to help you through each step of the sales process: connect with clients, show clients their options and build an ongoing relationship.
Step 1: Get a client's attention and open the conversation
Start the conversation: | Consider this: |
Articles on Sunlife.ca | Send clients links to Sunlife.ca Use these articles in print, for newsletters or editorials |
Secure email | Consider clients who may be newly married, house-hunting or renewing their mortgage. For clients who have consented to being contacted by secure email, sending them an email is a fast and easy way to remind them about their options for protecting their home. Including links to sunlife.ca and BrighterLife.ca will give them even more helpful information. |
The target clients (first-or second-time homebuyers), more than most other target markets, tend to research their options before meeting with an advisor. Sunlife.ca has a page devoted to helping clients understand their mortgage protection options; consider sending clients a link to this page and make it easier for them to prepare and feel more comfortable before meeting with you. |
Step 2: Show clients their options and help them make a plan
Step 3: Once you've made the sale, maintain the relationship you've established
Continue building the relationship: | Consider this: |
Secure email | Take advantage of the mortgage protection opportunity and reach out to clients about building a plan that offers them financial security during all stages of their life - beyond their home purchase. When the client moves into their new home, send them a thank-you email. It's a fast and easy way to let them know you're there for them. |