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).
FHSA | Your first home, it starts now!
New
Choose the type of file
Dreaming of becoming a homeowner? The new First Home Savings Account (FHSA) might be for you!
RESP | Baby-boomers
New
Choose the type of file
Help your grandchildren achieve their dreams!
RESP | Generation X
New
Choose the type of file
Help give them a promising future!
RESP | Millenials
New
Choose the type of file
Help give them a promising future!
Term life insurance | Pre-retirement
New
Choose the type of file
Retirement just around the corner? Protect your lifestyle and enjoy it for a long time to come.
Email Template | iA PAR
New
Choose the type of file
Ensuring the growth of your estate
Email template | Access Life
New
Choose the type of file
Show your clients the benefits of Access Life, our simplified issue life insurance. It could be the perfect solution for many of them.
Email template | Accompaniment - Pre-retirees
New
Choose the type of file
Support your clients who are approaching retirement. Show them how they can benefit from your expert advice and iA’s tools.
Email template | Accompaniment - Retirees
New
Choose the type of file
Be there for your retired clients who are experiencing financial challenges and help them make the best action plan possible.
Email template | Mortgage life insurance
New
Choose the type of file
Show your clients a comparison between the mortgage insurance we offer and what other lending institutions do.
Email template | Term life insurance - Family
New
Choose the type of file
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.
/
Email template | TFSA calculator
New
Choose the type of file
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.
/
2022-2023 RRSP-TFSA Campaign| RRSP calculator email template
New
Choose the type of file
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.
/
Email template | Periodic contributions in My Client Space
New
Choose the type of file
Simplify the management of your clients’ savings by giving them three good reasons to make regular contributions in My Client Space.
Client email | GIFs and HISAs: two worry-free solutions that pay
New
Choose the type of file
Propose these two worry-free solutions that pay amid volatility. GIFs and HISAs are sound options and have many unique advantages.
Email template | Segregated Funds
New
Choose the type of file
Introduce your clients to one of best segregated fund offerings on the market and its many benefits.
Email template | iA PAR
New
Choose the type of file
Introduce your clients to participating life insurance and its many benefits. It can help them grow their wealth and protect their loved ones.
Email template | October 2022 - New funds
New
Choose the type of file
Give your clients the tools to invest according to their values with iA’s socially responsible investment funds!
Email template | Term to perm
New
Choose the type of file
Inform your clients of the advantages of converting their term life insurance to permanent life insurance before it matures.
Your recovery is all that matters | Email Template
New
Choose the type of file
Tell your clients how they can benefit from critical illness insurance.