Prospecting Campaigns
We've created a variety of campaigns to help you start conversations about the benefits of group retirement with your clients.
SAVING MONEY
Reducing the cost of employee turnover
Inflation and slowing economic growth are putting employers under pressure to reduce expenses. Use this email script to start a conversation about how a retirement plan offers a powerful way to help businesses avoid employee turnover costs.
RECRUITING & RETENTION
A top recruiting and retention tool
The hybrid workplace has created a competitive talent market. As such, HR leaders are looking for ways to recruit and retain employees. Use this PDF and email script to show clients why retirement benefits are a top recruiting and retention tool.
COMPENSATION
Employee compensation: Pay Raise vs Retirement Plan
A tightening economic outlook has many employees looking for greater compensation. Use this PDF and email script to start a conversation about how a retirement plan is a better option to boost compensation and retain employees.
PLAN EVALUATION
4 keys to selecting the right retirement plan
Selecting the right retirement plan provider helps employees save more while minimizing plan maintenance. Use this PDF and email script to start a conversation about how your clients should evaluate the right plan.
EXISTING PLANS
How to know when it's time to upgrade your plan
Show your clients how low fees and a modern plan can offer better member outcomes and easier administration. Use this PDF and email script to start a conversation about upgrading your clients’ retirement benefits.
FINANCIAL WELLNESS
Retirement: Fact vs Myth
As the work culture has changed, employers are looking for financial wellness programs to help attract and retain top talent. Use this PDF and email script to show clients how retirement benefits can help reduce financial stress and improve productivity.
RRSP
RRSP Materials
Common Wealth sends RRSP email reminders to members and eligible plan members. Here are a couple of posters you can send to clients.
Start your campaign
If you'd like help with using these materials or personalizing an outreach campaign for your clients, book some time with us.
