New resources to help with client conversations on Risk-Managed Portfolios

Submitted by Victoria on February 18, 2021 - 10:46am

With increasingly uncertain markets, clients focused on accumulating their wealth are investing in low-risk, low-interest savings accounts, impacting their returns. Canada Life’s Risk-Managed Portfolios Growth Portfolio can help make sure your clients’ money is insulated, while still benefiting from market growth.

Manage loss-aversion behaviors with clients
The loss-averse investor:

Fears losing their hard-earned money
Keeps their money in savings accounts and low-risk investments like GICs
Is nervous about market volatility
Feels overwhelmed about the choices available to them
Doesn’t feel comfortable managing their investments and needs your help

Supporting your client conversations
Use these materials to help you talk to your clients about loss aversion:

Client case study – shows how Canada Life Risk-Managed Portfolios helps these clients feel less stress about investing
Videos describing loss aversion and managed solutions
Articles on managed solutions and loss aversion
Social media posts

Find these in the client conversations section of the Risk-Managed Solutions marketing toolkit

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