| Independent Living - Sales Material and Tools |
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To order, contact your financial centre's adminitrative assistant or follow your current procedure and specify the identification number.
Marketing Material
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Sales support brochure
Creates awareness to the importance of a long-term care protection by the use of statistics, demographic datas, news articles, etc. To use as a sales track and therefore introduce the protection to your clients.
For advisors, clients and prospects.
Independent Living - Total Long-term Care - 05041E
 12 pages - 678 kb
Independent Living - Brochure - (Chinese) 05041S (05-09)
 12 pages - 2.8 Mb
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Independent Living Letter
Tool that prepares clients for an underwriting interview.
For clients that have completed an application form
Open: 8½ x 11 in
Independent Living - LTC Underwriting Interview Letter - 06231E
 2 pages - 153 kb |
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Independent Living pamphlet
Presents the benefits and the technical characteristics of the Independent Living long term care insurance.
For advisors, clients and prospects
Closed: 3¾ x 8¾ in
Open: 15¼ x 8¾ in
Independent Living - Total Long-term Care - 05041E01
 4 pages - 499 kb
Independent Living - Leaflet - (Chinese) 05041S01 (05-09)
 2 pages - 1.2 Mb |
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Independent Living flyer - Main Highlights
Presents the main characteristics and options of the Independent Living long term care insurance.
For advisors, clients and prospects
8½ x 11 in
Independent Living - Main Highlights
 1 page - 307 kb
Available on Webi only. |
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Independent Living and Harmony Flyer
A useful tool in prospecting that demonstrates the advantages of Independent Living and Harmony. Can be handed out during special events (conferences).
For clients and prospects
3¾ x 9½ in
Independent Living - Total Long-term Care - 06016E01
 2 pages - 143 kb |
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Independent Living 20 promotional leaflet
Compares the product features of Independent Living and Independent Living 20.
For advisors only.
3¾ x 8½ in
Independent Living 20
 2 pages - 210 kb
Available on Webi only. |
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Direct mail leaflet - Retirement Market
A useful tool in prospecting for new clients and to inform existing clients of the realities and need for long-term care.
For prospects
To use with Profile Clients.
Closed: 7 x 3¾ in
Open: 14 x 3¾ in
Don't let your "retirement" dreams pass you by... - 05041E02
 1 page - 82 kb |
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Direct mail leaflet - Children
A useful tool in prospecting for new clients. Highlights the parent-children relation.
For prospects
Closed: 7 x 3¾ in
Open: 14 x 3¾ in
Tender Loving Care for your parent's physical and financial well-being - 05041E04
 1 page - 97 kb |
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Retirement Pre-approach Letter
A useful prospecting tool that can be personalized with Profile Clients. To accompany the direct mail leaflet. It creates awareness about long-term care issues and it is a call-to-action to deal with concerns. Target market: retirees and individuals who are planning their retirement.
For prospects
Open: 8 ½ x 11 in
Direct Mail Letter 2 - Retirement
 1 page - 26 kb
Available on Webi, your computer (C:\Profiles) when installing Profile Clients by Afaria and on cd-rom available at your financial centre. |
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Routine Daily Activities Pre-approach Letter
A useful prospecting tool that can be personalized with Profile Clients. It creates awareness about long-term care issues and it is a call-to-action to deal with concerns. Target market: all.
For prospects
Open: 8 ½ x 11 in
Direct Mail Letter 1 - Routine Daily Activities.
 1 page - 26 kb
Available on Webi, your computer (C:\Profiles) when installing Profile Clients by Afaria and on cd-rom available at your financial centre. |
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Children Pre-approach Letter
A useful prospecting tool that can be personalized with Profile Clients. It creates awareness about long-term care issues and it is a call-to-action to deal with concerns. Target market: adult children of elderly parents.
For prospects
Open: 8 ½ x 11 in
Direct Mail Letter 3 - Children
 1 page - 26 kb
Available on Webi, your computer (C:\Profiles) when installing Profile Clients by Afaria and on cd-rom available at your financial centre. |
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Remain at Home Pre-approach Letter
A useful prospecting tool that can be personalized with Profile Clients. It creates awareness about long-term care issues and it is a call-to-action to deal with concerns. Target market: all.
For prospects
Open: 8 ½ x 11 in
Direct Mail Letter 4 - Remain At Home
 1 page - 26 kb
Available on Webi, your computer (C:\Profiles) when installing Profile Clients by Afaria and on cd-rom available at your financial centre.
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Assistance Services Brochure
Describes the free assistance services available to clients who purchase an Independent Living long-term care insurance. It is inserted in the contract at time of issue and can also be used as a sales support tool.
For clients
Closed: 3 ¾ x 8 ½ in
Open: 15 ¾ x 8 ½ in
Assistance Services - Independent Living Total Long-term Care - 05041E03
 4 pages - 407 kb |
The personalized material is currently being updated, it will be available to order shortly. Thank you for understanding.
Sales tools
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FNA brochure
Provides the cost for home care, private care facilities and government subsidized facilities to help your clients make an informed decision regarding their long-term health care needs. Real life examples are illustrated for each type of care.
FNA brochure - 05041E05
 4 pages - 322 kb |
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FNA worksheet
A complete financial assessment form that helps you calculate the amount of income necessary to satisfy the type and quality of care selected by your client(s) in the event of a loss of independence.
FNA worksheet - 05041E06
 2 pages - 135 kb |
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FNA Quick Reference Guide
An instructional guide that highlights and explains the key sections that should be completed on the FNA Worksheet.
FNA Quick Reference Guide
 2 pages - 1.5 Mb
Available on Webi only. |
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Pre-screening Guide
Unique in the industry! This guide will permit you to pre-qualify your client. Use of this guide will enhance the potential acceptance of your client and speed up the underwriting and issue process.
Pre-screening guide - color
 16 pages - 374 kb
Pre-screening guide - black and white
 16 pages - 1.3 Mb
Pre-screening guide - work sheet
 2 pages - 89 kb
Only available on Webi |
Note : You can access the complete Underwriting reference guide in the Health Underwriting Requirements section of this site.
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Example of Client report
This document is an example of client report which introduces the Independent Living product and demonstrates the benefits. The Concepts Platform report, which is available on the Fusion illustration software, can be customized with your client's information.
Example of Client report - Independent Living
 9 pages - 1.4 Mb
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Press Reviews
Here are articles of interest which can support your service offer in long-term care.
Long-term Care in Canada - Healthcare System
 8 pages - 1.5 Mb
Long-term Care in Canada - Housing
 12 pages - 2.3 Mb
Long-term Care in Canada - Natural Caregivers
 24 pages - 4.8 Mb
Long-term Care in Canada - Testimonials and Data
 23 pages - 4.7 Mb
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