Email newsletters are a great way to stay in touch with your prospects and clients. The point of an email newsletter is to deliver value to your prospect and clients to keep them interested in your services. 

By sending consistent email newsletters, it will remind your prospects and clients that you exist so that when they are ready to buy life insurance or review their retirement plan, the first person they think of is you. 

Since a newsletter is a powerful way to connect and communicate with your current prospects, you want to share it with many people. But how do you increase your list of newsletter recipients?

We’ve got seven great ways to get you started!

1. Contact your current clients.

Let all your current clients know that you’ll be starting an e-newsletter, and you can’t wait to share important and valuable information with them. However, as enthusiastic as you are about sharing information, be sure to give clients the option to unsubscribe from your list when you inform them you’ll be starting your newsletter. (In the financial services industry, implied consent is if the email recipient has purchased a service or investment within the last two years.) *

2. Ask your prospects

Sometimes the timing is not suitable for a prospect (ex. Try talking to an accountant during tax season) to buy, but you want to keep in touch with them without pestering them. So ask them if they’d like to be added to your email newsletter. That way, you continue to stay top of mind consistently.

2. Have a sign-up form on your website.

Encourage clients and prospects to sign up for your newsletter from your website. Make sure your sign-up form complies with Canadian Anti-Spam Legislation (CASL) regulations! Your sign-up form must ask anyone providing their email address to “express consent” to receive an email newsletter from your company.

3. Have a sign-up link on your email signature

Now that you’ve created a sign-up form on your website, include a “Sign-up” in your email signature to the “Sign-up” link to the landing page. Every time you write an email, your signature is included; therefore, having a “Sign up for our newsletter” consistently reminds clients and prospects that you provide them with valuable financial information.  

4. Promote your newsletter on social media.

Let your followers and connections know you’ll be putting out a valuable newsletter with financial tips and strategies! Use a “teaser” (a little preview) to encourage people to subscribe to receive copies of your newsletter on your LinkedIn, Facebook Company page, Twitter and Instagram. 

5. Sharing is caring

It feels obvious but encourages your current email subscribers to share your email newsletter. Let them know that they can forward the email directly to anyone they think would benefit from the information in your newsletter.

6. Create a short video

Adding a video to your website is a new way to reach customers. Videos are a powerful way to communicate. Prospects can learn about you, who you serve and what you do. Place the video on your website, where prospects can find it quickly, and ask viewers to sign up for your email newsletter. 

7. Host a contest or giveaway

With a contest, you give people the chance to win a prize (such as a gift certificate, hockey tickets etc.) if they sign up for your email newsletter. On the contest page, have people fill in their contact information, including their email address, and include a check box to indicate they agree to receive your newsletter. 

Don’t forget to use LinkedIn, Facebook, Twitter and Instagram to promote your contest!

Interested, but not sure how to get started?

Whether you need help coming up with newsletter content or ideas to promote your newsletter, we can help! So book a meeting today, and we can help.

*Source: and (Interpretation- Section 10)