--- title: "$1.3 trillion on the table: don’t leave your next sales behind" description: 82% of your clients are talking about wealth transfer, but only 32% have actually taken action. That gap is your opportunity, right now. image: https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/OG_PROJ-19-6_Hero_INSTANT_IA_EN.jpg --- [![iA-EN](https://iaconnected.ia.ca/hubfs/iAAH/Common/Logos/iA-EN.svg "iA-EN")](https://iaconnected.ia.ca/) [FR](https://linstantia.ia.ca/1-3-billion-en-jeu-ne-passez-pas-a-cote-de-vos-prochaines-ventes/tags/epargne) # iA CONNECTED Your ongoing source of information. ![Hero\_image\_seul\_Dskp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_image_seul_Dskp.jpg) ![Hero\_Instant\_iA\_Modifie\_dsktp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_Instant_iA_Modifie_dsktp.jpg) [Home](https://iaconnected.ia.ca/) ### $1.3 trillion on the table: don’t leave your next sales behind April 30, 2026 Share with your colleagues | [![iA Groupe financier - Facebook](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-fb.png?width=31&name=ico-fb.png)](https://www.facebook.com/sharer/sharer.php?u=https://iaconnected.ia.ca/1-3-trillion-on-the-table-dont-leave-your-next-sales-behind/tags/savings) [![iA Groupe financier - Linkedin](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-in.png?width=39&name=ico-in.png)](https://www.linkedin.com/sharing/share-offsite/?url=https://iaconnected.ia.ca/1-3-trillion-on-the-table-dont-leave-your-next-sales-behind/tags/savings) [mailto:?subject=[Shared%20article]%20$1.3%20trillion%20on%20the%20table:%20don’t%20leave%20your%20next%20sales%20behind&body=I%20recommend%20that%20you%20read%20the%20article%20'$1.3%20trillion%20on%20the%20table:%20don’t%20leave%20your%20next%20sales%20behind'%20on%20iA%20CONNECTED:%20https://iaconnected.ia.ca/1-3-trillion-on-the-table-dont-leave-your-next-sales-behind/tags/savings](mailto:?subject=[Shared%20article]%20$1.3%20trillion%20on%20the%20table:%20don’t%20leave%20your%20next%20sales%20behind&body=I%20recommend%20that%20you%20read%20the%20article%20'$1.3%20trillion%20on%20the%20table:%20don’t%20leave%20your%20next%20sales%20behind'%20on%20iA%20CONNECTED:%20https://iaconnected.ia.ca/1-3-trillion-on-the-table-dont-leave-your-next-sales-behind/tags/savings) $1.3 trillion on the table: don’t leave your next sales behind 2:46 82% of your clients are talking about wealth transfer, but only 32% have actually taken action1. That gap is your opportunity, right now. By 2032, $1.3 trillion will change hands2, and those who act early will be the ones capturing that growth. The question is no longer whether the conversation will happen, but whether you will be the one leading it. Get ahead of the moment. In this context, iA offers you concrete tools and strategies to support your conversations with clients, including: - [New wealth transfer webpage on ia.ca](https://ia.ca/wealth-transfer) - [Wealth transfer guide for advisors](https://iaa.secureweb.inalco.com/cw/-/media/extranet/ia-advisor-centre/individual-insurance-savings-retirement/wealth-transfer/13-1269A_WealthTransfer_Guide_Conseiller.pdf) - [New leaflet – *Optimize the Legacy, Simplify the Transfer (with segregated funds)*](https://iaa.secureweb.inalco.com/cw/-/media/documents-repository/individual-insurance-savings-and-retirement/individual-savings-and-retirement/2026/04/proj-34-16a-optimize-the-legacy-simplify-the-transfer.pdf) - [Sales opportunities with your in-force clients](https://iaconnected.ia.ca/1-3-trillion-on-the-table-dont-leave-your-next-sales-behind/tags/savings#sales-opportunities)   **Seize the opportunity: get ahead of the moment** To launch the initiative, Renée Laflamme addresses you directly in a short video. She emphasizes how expanding the conversation to include the entire family makes it possible to turn discussions into concrete actions that protect wealth, preserve family harmony and strengthen your role as an advisor to a whole generation—and those that follow.       | Sales opportunities to drive your success   Some of you recently received a list via secure messaging.   This list identifies your clients with strong growth potential based on two proven strategic tools:  - Permanent life insurance: Clients with substantial assets, without permanent life insurance - Segregated funds: Clients with permanent life insurance, without segregated funds   Make it happen today by downloading your list.    [![Go to your secure messaging](https://no-cache.hubspot.com/cta/default/4733265/d30f3653-c020-46b5-89ca-2e7513b0819c.png)](https://cta-redirect.hubspot.com/cta/redirect/4733265/d30f3653-c020-46b5-89ca-2e7513b0819c)   [![Secure messaging](https://iaconnected.ia.ca/hs-fs/hubfs/Secure%20messaging.png?upscale=true&upscale=true&width=562&height=108&name=Secure%20messaging.png)](https://iaa.secureweb.inalco.com/MKMWPN23/home) | | --- |   **iA is also active with your clients** iA is rolling out a coast-to-coast digital campaign, along with a [personalized email campaign](https://dmh.ia.ca/plan-your-wealth-transfer?hs_preview=gBUecEFc-211954159648) for clients targeted as sales opportunities, in order to: - Raise their awareness of the importance of wealth transfer - Get them thinking about it - Set the stage for your discussions The result: more natural conversations with clients who are already interested in the topic.   **Concrete tools to support you** To help you approach these discussions with confidence, we have several resources available, including two new marketing documents recently translated into Chinese!   [![Access the toolbox](https://no-cache.hubspot.com/cta/default/4733265/597bc56d-1457-4497-a227-bfc85e09503a.png)](https://cta-redirect.hubspot.com/cta/redirect/4733265/597bc56d-1457-4497-a227-bfc85e09503a)   Everything you need is in place to support you. Now, it’s your turn to get ahead!     [![visuels\_campagne wealth transfer\_EN](https://iaconnected.ia.ca/hs-fs/hubfs/Individuel/visuels_campagne%20wealth%20transfer_EN.png?width=660&height=324&name=visuels_campagne%20wealth%20transfer_EN.png)](https://ia.ca/wealth-transfer)   1\.  «The Hidden Barriers to the Great Wealth Transfer», *Empathy*   2\.  « Household Balance Sheet Update and Rebased Forecast 2024 », *Investor Economics*.   Topics : [Insurance](https://iaconnected.ia.ca/tag/insurance), [Savings](https://iaconnected.ia.ca/tag/savings) Written by [iA](https://iaconnected.ia.ca/author/ia) [Previous](https://iaconnected.ia.ca/new-empathy-when-your-clients-loved-ones-need-it-most/tags/insurance) [Next](https://iaconnected.ia.ca/the-t10-switch-option-has-been-extended-a-golden-opportunity-to-reach-out-to-your-clients/tags/insurance) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### Categories - [Assurance (1)](https://iaconnected.ia.ca/tag/assurance) - [Digital evolution (28)](https://iaconnected.ia.ca/tag/digital-evolution) - [Economic news (4)](https://iaconnected.ia.ca/tag/economic-news) - [Insurance (58)](https://iaconnected.ia.ca/tag/insurance) - [Miscellaneous (7)](https://iaconnected.ia.ca/tag/miscellaneous) - [Portfolio Managers (9)](https://iaconnected.ia.ca/tag/portfolio-managers) - [Savings (51)](https://iaconnected.ia.ca/tag/savings) ### Stay informed [![Your tools](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-tools-en.png "Your tools")](https://iaconnected.ia.ca/your-tools) [![Procedures and FAQ](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-PROCEDURES-en.png "Procedures and FAQ")](https://iaconnected.ia.ca/useful-links) ![La compil macro](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/WGAM-1-7_Microsite_Playlist_Macro_PPT2_1920x1080_EN.jpg) ### The economic ideas driving the markets! With Sébastien Mc Mahon and his team Visit the blog ### iAGAM Insights Stay up to date with Keys to the market, economic reviews from our experts and more! Read the articles - [Contact us](https://linstantia.ia.ca/contact-us) - [Advisor center](https://iaa.secureweb.inalco.com/MKMWPVP5/Home/NoAuth) - [Web showcase](https://web-showcase.ia.ca/) - [Accessibility](https://ia.ca/accessibility) - [Privacy and security](https://ia.ca/protection-personal-information) - [Terms of use](https://ia.ca/terms-use) - Cookies preference | [![iA Groupe financier - Facebook](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-fb.png?width=31&name=ico-fb.png)](https://www.facebook.com/iacanada) | [![iA Groupe financier - Twitter](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-tw.png?width=40&name=ico-tw.png)](https://twitter.com/iacanada) | [![iA Groupe financier - Linkedin](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-in.png?width=39&name=ico-in.png)](https://www.linkedin.com/company/industrielle_alliance) | [![iA Groupe financier - Youtube](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-yt.png?width=40&name=ico-yt.png)](https://www.youtube.com/user/IAquebec) | [![iA Groupe financier - Instagram](https://iaconnected.ia.ca/hs-fs/hubfs/Logo-reseaux-sociaux/ico-ig.png?width=42&name=ico-ig.png)](https://www.instagram.com/ia_canada) | | --- | --- | --- | --- | --- | Get ahead © Industrial Alliance Insurance and Financial Services Inc. – iA Financial Group. All rights reserved. ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://iaconnected.ia.ca/media-transcripts/211665454989/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://4733265.fs1.hubspotusercontent-na1.net/hubfs/4733265/video_assets/211665454989/inherited/web_optimized.mp4", "dateModified" : "2026-04-24T18:19:33.520Z", "duration" : "PT1M48S", "height" : 1080, "name" : "SRM628-8_Video_TransfertDePatrimoine_1920x1080_EN (2)", "thumbnailUrl" : "https://dmh.ia.ca/hubfs/SRM628-8_Video_TransfertDePatrimoine_1920x1080_EN%20(2).mp4/medium.jpg", "uploadDate" : "2026-04-24T18:19:22.694Z", "width" : 1920 } ```