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 / Life insurance / Retirement / Tools

Email template | Say “I do!”

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Inspire your clients to maintain good habits throughout the year. Insurance and savings tools and advice.

Savings and retirement / Life insurance / Retirement / Tools

Email template | 2024 resolutions

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Inspire your clients to maintain good habits throughout the year. Insurance and savings tools and advice.

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.

Savings and retirement

Email template | Tax refund campaign

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Help your clients make the best use of their tax refund.

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.

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