How to Sell
Standard Life has temporarily suspended new sales of Ideal Income Series (GLWB)
effective April 16, 2012.
Resources to help you sell
- New: Marketing materials – including redesigned pieces for you and your clients, and brand new one-pagers on our new funds.
- Investment Policy Statement – help your clients define their investment objectives and risk tolerance
- FundSERV codes – If you’re selling through FundServ. You can also download a PDF with all the codes or access a comprehensive reference tool with all the product information (printed copies available to order).
- Applications and Forms – for clients who are ready to make a decision. Available in PDF or order hard copies.
- Information Folder – provides the final word on what the product does and how all the features and benefits work.
- Retirement Zone Concepts – More retirement planning concepts to consider and use.
- Tactical Asset Allocation - Ideal Portfolio
- Tactical Asset Allocation - Ideal Select Portfolio
- Quarterly Fund Reviews
Performance
To help you and your clients decide upon the right investment mix
Videos
- Case studies – Seven case studies, representing a range of life stages and financial strategies.
- Series Overview – Detailed look at the product, includes info on the newest addition: Ideal Income Series
- Retirement Risks – Suitable for emailing to clients. Presents an overview of the challenges facing retirees.
- SRI investing – Suitable for emailing to clients. Interview on the subject of socially responsible investments in Canada, as well as the three new Meritas SRI portfolios.
- Socially responsible investing – Suitable for emailing to clients. This plain English video educates clients on the topic of SRI investing.
- Making Retirement Better – Learn what else Standard Life is doing to make retirement better
Strategies to help you sell
- Email the case studies videos – Decide which case study most closely matches your client’s situation, and send a link via email.
- Email the case study PDFs – Use the case study one-pagers or PowerPoint presentations to offer your clients more detail.
- Email the Retirement Risks video – It outlines the challenges retirees face (hint: Ideal Segregated Funds – Signature Series offers the solutions).
This site is intended for general information only. It should not be construed as legal, accounting, tax or specific investment advice. While reasonable steps have been taken to ensure that this information was accurate as of the date hereof, The Standard Life Assurance Company of Canada and its affiliates make no representation or warranty as to the accuracy of this information and assume no responsibility for reliance upon it.