Start More Conversations With Financial Education
A practical way to introduce prospects to your business without high-pressure sales tactics.
What is WealthScore?
WealthScore is an AI-powered prospect engagement and new client acquisition offering designed to help Insurance Professionals share educational information and create opportunities for follow-up conversations.
Rather than asking prospects to immediately buy insurance, WealthScore invites them to explore financial literacy first, identify planning opportunities, and connect directly with you as their trusted licensed advisor.
Your WealthScore Tools
A custom-branded web page featuring your biography, credentials, and financial education tools.
Ready-to-use vector QR codes for business cards, flyers, seminar slides, and social media outreach.
Engages prospects with relevant questions about savings, protection, and retirement goals.
Complies with CASL and privacy requirements, allowing prospects to voluntarily request follow-up.
Results vary. No number of prospects, appointments, or clients is guaranteed. Share your personalized page or QR code only through approved channels. Follow up only where appropriate consent and permissions exist under Canadian regulations.