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Identifying Your Natural Market for Financial Services in Today's Economy

In today's global landscape, not everyone is your market. Even if your product can appeal to a wide audience, it's essential to refine your focus on your natural market. This involves understanding different generations, from Boomers to Gen Z, and tailoring marketing strategies that resonate with them. SSQ Financial Group stands out in Canada’s financial sector, offering diverse services like insurance and investment management. Discover how to connect with your target demographic effectively, leveraging niche concepts for greater engagement. Reach out to explore more!

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Identifying Your Natural Market for Financial Services in Today's Economy

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  1. NATIONAL BEST August 2012

  2. The whole world is not your market Even if everybody can use your product

  3. Understand the products or services

  4. Refine your natural market

  5. Zero in on your natural market

  6. Identify your Natural Market through Generation marketing Think IGWT concept Youthfulplayit up in marketing Enteringpeakearningyears Entirelyborn in the Internet Responds to Internet brand loyal Boomers 50 to 65 Gen X 35 to 50 Gen I Gen Y 15 to 35 Great 70 to 80

  7. Generation marketing Whereisyournaturalmarket? Great 70 to 80 Gen Y 15 to 35 Gen X 35 to 50 Gen I Teens Boomers 50 to 65 Boomers 50 to 65 Gen X 35 to 50 Gen I Teens Gen Y 15 to 35 Great 70 to 80

  8. With this in mind, let’s look at niche concepts that fit your natural market

  9. Door opening concepts

  10. SSQ FINANCIAL GROUP Who we are… What we do… What we offer…

  11. SSQ Financial Group • One of Canada’sleadingfinancial institutions • Over one million clients • Over 1,900 employees • Over $10 billion in assetsunder management • Nearly $3 billion in annual revenue • SSQ Financial Group offersproducts and services in 5 sectors of activity: • Group Insurance • IndividualInsurance • Investment and Retirement (Astra Seg Funds & GMWB) • Property and CasualtyInsurance • Realty management, promotion and development

  12. What we offer: • Term Insurance • T10, T10 Indexation, T20, T70 • Loan Insurance • Critical Illness Insurance • Whole Life • WL 20, WL 100, Term 100 • Universal Life • 60 Astra Segregated Funds • Astra Guaranteed Income 2.1 (GMWB) • GIA’s and Annuity

  13. LOAN INSURANCE

  14. LOAN INSURANCE - Made to measure

  15. Behind the scenes

  16. Life insurance – highlights

  17. Disability rider – highlights

  18. Critical illness rider – highlights

  19. M 38, n/s, $142k, 25yr Decreasing Term, DI 5 yr, CI Monthlypayment $786 $20.93 (DT 25) $52.93 + $21.86 (DI 5 Yrs) + $10.14 (CI)

  20. CriticalIllnessInsurance

  21. Critical illness insurance

  22. Critical illness insurance Riders Refund of premiums ROP upon death = 100% (all plans) ROP at expiry = 100% at age 75 (T10, T20, T75) ROP upon cancellation = 100% after 20 years or at age 55 (T75, T100, T100-20 pay) Children’s endorsement – 15 illnesses Additional benefits Waiver of premium Fracture

  23. Who Do you know? • From your natural market: • - CONNECT • DISCOVER • SHARE • CONFIRM • - FOLLOW-UP

  24. www.ssq.ca Adeline Thomson, CLU,CH.F.C., CHS Business Development Manager, Western Canada PH: 403 354 2764 adeline.thomson@ssq.ca

  25. Thank you.

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