Free
Advisor
Sales and Marketing Resources
Access advisor information, group retirement materials for clients and learn about the benefits our modern digital retirement platform.
We're all on a mission
We’re working with advisors across the country to help Canadians gain access to easy and affordable retirement plans. This portal offers product information, retirement education, CLU CE* accredited courses, sales tools and more for advisors we partner with. Here’s a look at some of the courses you’ll have access to.
Free
Aligning to new CAP guideline recommendations
CE Credits are accepted by the Institute for Advanced Financial Education (IAFE) towards the Chartered Life Underwriter (CLU) and Certified Health Insurance Specialists (CHS) designations. They may also cover CE requirements for other licenses such as the LLQP; please check with your provincial licensing body.
What you’ll get
- Sales tools
- Client marketing resources
- Retirement courses
- Product news & more