Financial Advisor Toolkit
Continuing Education
Deepen your knowledge of Assuris protection and get the tools to strengthen your client relationships.
The CE course that helps you build client confidence and long-term relationships
Providing clarity on financial protection strengthens your role as a trusted advisor. When clients understand that their life and health insurance benefits are automatically protected by Assuris if a member company fails, they gain confidence in the recommended financial solution.
Brochure
Download, print, and share the Assuris brochure with your clients.
Digital
Printable PDF
Order printed copies
Assuris means security – Overview
Add this simple graphic about Assuris policyholder protection to your client presentations and other sales materials.
Downloadable image
Printable PDF
Insurance means security one-pagers
Share these one-pagers on life insurance, health insurance and insurance-backed savings and investment products with your clients.
Life insurance means
security
Purchasing a life insurance policy is one of the most responsible things you can do for the people you love. By working with your financial advisor to identify…
Health insurance means security
Health insurance is a valuable addition to a financial plan, but the options can get complicated. Talk to a financial advisor about your specific needs…
Insurance-backed saving and investing means security
Purchasing a life and health insurance policy can include products that increase your wealth and secure your savings…
Protection Calculator
Calculate exactly how much of your clients’ life and health insurance benefits are protected by Assuris.
Tailor protection levels to each client’s unique situation and provide peace of mind
As a financial advisor, your clients rely on you to provide advice and recommendations to protect their financial future at every life stage. In addition to discussing Assuris protection levels, you can also provide a personalized breakdown of your clients’ protection in just minutes.
Social Media Resources
Social Media Messages
Copy and paste this text to share on your social media channels – and remember to tag us! @Assuris
- Assuris is the not-for-profit organization that protects Canadian policyholders if their life and health insurance company fails.
- Every life and health insurance company authorized to sell insurance in Canada is required, by the federal, provincial, and territorial regulators, to become a member of Assuris under the Insurance Companies Act of Canada. A complete list of member companies can be found at assuris.ca.
- If you have life and health insurance from a member company, you already have Assuris protection!
- Policyholders can have peace of mind because they are automatically protected by Assuris!
- Backed by the strength of the life and health insurance industry, Assuris provides a safety net for every Canadian policyholder
Social Media Graphics
Download and share these graphics on your social media channels – don’t forget to tag us! @Assuris
image
carousel
video
Website Shortcuts
Links to Assuris’ videos
Click on the links to view and share our videos.
Who is Assuris?
Assuris Answers Your Top 6 Questions
This video series provides the answers to your clients’ top 6 questions for example “What will happen to my policy when my life insurance company fails?”
NEW: Overview of Assuris Policyholder Protection
This video provides an overview of the protection levels Assuris guarantees for each benefit and real life situations on how the Assuris protection works.
Useful links for your clients
Copy and share these website links with your clients!
How am I protected?
This page provides an overview of the protection levels Assuris guarantees for each benefit.
List of Assuris Member Companies
The complete list of Assuris member companies can be found on this page.
Canadian Financial Services Consumer Protection
This page guides Canadians in understanding how compensation plans safeguard their financial well-being.
Continuing Education
Deepen your knowledge of Assuris protection and get the tools to strengthen your client relationships.
The CE course that helps you build client confidence and long-term relationships
Providing clarity on financial protection strengthens your role as a trusted advisor. When clients understand that their life and health insurance benefits are automatically protected by Assuris if a member company fails, they gain confidence in the recommended financial solution.
Brochure
Download, print, and share the Assuris brochure with your clients.
Digital
Printable PDF
Order printed copies
Assuris means security – Overview
Add this simple graphic about Assuris policyholder protection to your client presentations and other sales materials.
Downloadable image
Printable PDF
Insurance means security one-pagers
Share these one-pagers on life insurance, health insurance and insurance-backed savings and investment products with your clients.
Life insurance means
security
Purchasing a life insurance policy is one of the most responsible things you can do for the people you love. By working with your financial advisor to identify…
Health insurance means security
Health insurance is a valuable addition to a financial plan, but the options can get complicated. Talk to a financial advisor about your specific needs…
Insurance-backed saving and investing means security
Purchasing a life and health insurance policy can include products that increase your wealth and secure your savings…
Protection Calculator
Calculate exactly how much of your clients’ life and health insurance benefits are protected by Assuris.
Tailor protection levels to each client’s unique situation and provide peace of mind
As a financial advisor, your clients rely on you to provide advice and recommendations to protect their financial future at every life stage. In addition to discussing Assuris protection levels, you can also provide a personalized breakdown of your clients’ protection in just minutes.
Social Media Resources
Social Media Messages
Copy and paste this text to share on your social media channels – and remember to tag us! @Assuris
- Assuris is the not-for-profit organization that protects Canadian policyholders if their life and health insurance company fails.
- Every life and health insurance company authorized to sell insurance in Canada is required, by the federal, provincial, and territorial regulators, to become a member of Assuris under the Insurance Companies Act of Canada. A complete list of member companies can be found at assuris.ca.
- If you have life and health insurance from a member company, you already have Assuris protection!
- Policyholders can have peace of mind because they are automatically protected by Assuris!
- Backed by the strength of the life and health insurance industry, Assuris provides a safety net for every Canadian policyholder
Social Media Graphics
Download and share these graphics on your social media channels – don’t forget to tag us! @Assuris
image
carousel
video
Website Shortcuts
Links to Assuris’ videos
Click on the links to view and share our videos.
Who is Assuris?
Assuris Answers Your Top 6 Questions
This video series provides the answers to your clients’ top 6 questions for example “What will happen to my policy when my life insurance company fails?”
NEW: Overview of Assuris Policyholder Protection
This video provides an overview of the protection levels Assuris guarantees for each benefit and real life situations on how the Assuris protection works.
Useful links for your clients
Copy and share these website links with your clients!
How am I protected?
This page provides an overview of the protection levels Assuris guarantees for each benefit.
List of Assuris Member Companies
The complete list of Assuris member companies can be found on this page.
Canadian Financial Services Consumer Protection
This page guides Canadians in understanding how compensation plans safeguard their financial well-being.
Keep in touch
Follow us on social media
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