EMAIL TEMPLATES BANK
Use our client email templates to stay in touch with your clients and generate sales. Templates are available in 2 formats: .OFT (for Outlook) and HTML (for Gmail).
Savings and retirement
What does peace of mind mean?
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You’ll be surprised at all the advantages segregated funds can provide.
Savings and retirement
SERIES 75/100 - The power of resets
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Did you know that resets alone may justify your decision to invest in Series 75/100 and protect your investments from market downturns?
Savings and retirement
FHSA | Your first home, it starts now!
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Dreaming of becoming a homeowner? The new First Home Savings Account (FHSA) might be for you!
Savings and retirement
Prestige 500 | Preferential pricing
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Accelerate your growth potential
Savings and retirement
RESP | Baby-boomers
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Help your grandchildren achieve their dreams!
Savings and retirement
RESP | Generation X
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Help give them a promising future!
Savings and retirement
RESP | Millenials
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Help give them a promising future!
Life insurance
Term life insurance | Pre-retirement
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Retirement just around the corner? Protect your lifestyle and enjoy it for a long time to come.
Life insurance
Email Template | iA PAR
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Ensuring the growth of your estate
Savings and retirement
Email Template | Tax Refund 2024
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Be proactive, highlight your advisory role and start a conversation with your clients to help them make informed choices for their financial health.
Life insurance
Email template | Access Life
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Show your clients the benefits of Access Life, our simplified issue life insurance. It could be the perfect solution for many of them.
Savings and retirement
Email template | Accompaniment - Pre-retirees
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Support your clients who are approaching retirement. Show them how they can benefit from your expert advice and iA’s tools.
Savings and retirement
Email template | Accompaniment - Retirees
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Be there for your retired clients who are experiencing financial challenges and help them make the best action plan possible.
Life insurance
Email template | Mortgage life insurance
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Show your clients a comparison between the mortgage insurance we offer and what other lending institutions do.
Life insurance
Email template | Term life insurance - Family
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Help your clients and their family adapt their coverage as their needs evolve. Show them the advantages of the best-selling term life insurance in Canada.
Savings and retirement / Tools
Email template | TFSA calculator
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Help your clients see their investments’ full potential with the TFSA calculator. Let them know that they can always count on you if they have any questions.
Savings and retirement / Tools
2022-2023 RRSP-TFSA Campaign| RRSP calculator email template
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Give your clients the rundown of our RRSP calculator. It could be a useful tool for them. Let them know that they can always count on you if they have any questions.
Tools / Savings and retirement
Email template | Periodic contributions in My Client Space
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Simplify the management of your clients’ savings by giving them three good reasons to make regular contributions in My Client Space.
Savings and retirement
Client email | GIFs and HISAs: two worry-free solutions that pay
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Propose these two worry-free solutions that pay amid volatility. GIFs and HISAs are sound options and have many unique advantages.
Savings and retirement
Email template | Segregated Funds
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Introduce your clients to one of best segregated fund offerings on the market and its many benefits.
Life insurance
Email template | iA PAR
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Introduce your clients to participating life insurance and its many benefits. It can help them grow their wealth and protect their loved ones.
Savings and retirement
Email template | October 2022 - New funds
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Give your clients the tools to invest according to their values with iA’s socially responsible investment funds!
Life insurance
Email template | Term to perm
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Inform your clients of the advantages of converting their term life insurance to permanent life insurance before it matures.
Living benefits
Your recovery is all that matters | Email Template
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Tell your clients how they can benefit from critical illness insurance.