Client activation

Connect with Clients via email to start conversations on a variety of topics

Maintaining strong, long-lasting relationships with Clients is crucial to your success. Research shows that Clients who receive more than 10 contacts per year tend to be more satisfied, buy more, stay longer and refer more business.

To support your effort to reach more Clients through email, use these resource kits to help target specific areas of your block of business.

Each kit is packed with valuable resources, including:

  • Target market details to help reach the right Clients
  • Email template(s) to customize
  • Links to related resources to help build your knowledge
  • Client-facing materials to support your conversations

How to use the kits

  1. Explore the topics below.
  2.  Identify which topics align with your Client base and business goals.
  3. Customize and send email templates.
  4. Follow up with Clients to book meetings and discuss their needs.

CII can help Clients protect their families from the unexpected financial burden that a critical illness may cause.

Target market: Clients between 25-50 years old without a CII policy

Email templates to personalize:

Related resources for you:

Related resources for Clients:

Want to connect with Clients about plans for passing on their wealth? Showcase the value of your advice and demonstrate how you can help with intergenerational planning.

Use the following resources to reach Clients and support your conversations. 

Email templates to personalize:

Related resources for you:

Related resources for Clients:

As Clients plan for the future, it's important to help them recognize and consider their future health care needs and the impact it can have on their plans. Sun Retirement Health Assist (Sun RHA) can help with financial protection for their plans and ability to pay for the level of care they want and expect. Start the conversation!

Target market: Clients aged 45-71 without long term care insurance

Email template to personalize: Download

Related resources for you:

Related resources for Clients:

10 things you need to know about Sun Retirement Health Assist (Sun RHA)

Reach out to Clients about Term Insurance for Diabetes available from Sun Life. Help them see how it can help them, or a loved one, get coverage like they’ve never seen before.

Tarket market: Clients aged 18-65 without life insurance 

Email template to personalize: Download

Related resources for you:

Related resources for Clients: 

Help Clients reassess their needs and decide if it’s the right time to convert their term insurance to a permanent life insurance policy.

Target market: Term renewals within 24 months

Email templates to personalize:

Related resources: