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Our value-added services
Standard Life is forging ahead to meet the needs of Canada’s wealthiest retirees. Make use of our extensive services to ensure that you remain an advisor of choice for one of the most important markets our industry will see.
Distinguish yourself as a Retirement Income Specialist
Grow your business and make the most of your existing client base
Access free, online tools and calculators
Enhance your ability to build retirement income plans
-up. k c a b r o f e c r sor Sou i v d A o t e m o C fe.ca li d r a d n a t s . s www.advisor
Learn from detailed, intergenerational case studies
Business ConsultancyTM No matter how well an investment practice is run, there is always room for improvement. Our experienced consultants help you analyze these areas and develop a strategy and direction for your business: • People Management • Client Service Delivery • Operations • Marketing Strategy • Valuation & Finances • Transition to Fee-based Practice
Pareto Fast Track to Referrals Program Turn your clients into advocates. Follow Pareto’s six steps to access a steady stream of good introductions. You’ll craft a fully personalized referral process using the letters, scripts and templates that are part of each learning module. This integrity-based referral system is offered exclusively in Canada by Standard Life (and has been tested by some of the top investment firms in the United States).
Master Financial Advisor (MFA) Designation Earn accreditation as a Retirement Income Specialist via our online, self-study program. Offered by The Knowledge Bureau, and sponsored exclusively by Standard Life, the program will develop your retirement planning expertise, and ensure you have a sophisticated understanding of how to consolidate your clients’ assets and transition their family wealth.
Intergenerational Planning and Wealth Transfer Everybody loves a story. That’s why our case studies are so popular – and so effective. Plus you can earn CE credits! Take a look at the case studies and toolkit on our Advisor Source. Make their retirement better! • Case studies • CE courses • Retirement Planning Toolkit
Business Markets Program Access our Business Markets Program to gain in-depth understanding of the unique insurance and investment needs of business owners. Then take it one step further by using our calculators, questionnaires, case studies and sample agreements to provide innovative, appropriate, business-oriented solutions.
Illustar Use Standard Life’s Illustar sales concept system to create solutions for specific client retirement needs. The current suite of concepts includes two of the most comprehensive estate tax solutions calculators on the market today: The Leveraged Supplementary Retirement Account (LSRA) and the Asset Value Preserver (AVP).
Critical Illness Business Implementation and Development Program (BID) A deceptively simple process to integrate the sale of critical illness insurance into your business, this program includes a component targeting the pre-retirement market. Built around a series of straightforward modules, the program provides both a course of action and comprehensive learning tools. Includes presentations, calculators, and marketing material, as well as insight into potential markets (including critical illness insurance for children, and business applications, such as grouped critical illness insurance).
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www.standardlife.ca The Standard Life Assurance Company of Canada 6255-02-2008
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