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
- Wealth transfer guide for advisors
- New leaflet – Optimize the Legacy, Simplify the Transfer (with segregated funds)
- Sales opportunities with your in-force clients
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.
iA is also active with your clients
iA is rolling out a coast-to-coast digital campaign, along with a personalized email campaign 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!
Everything you need is in place to support you. Now, it’s your turn to get ahead!
1. «The Hidden Barriers to the Great Wealth Transfer», Empathy
2. « Household Balance Sheet Update and Rebased Forecast 2024 », Investor Economics.
3. Internal analysis based on advisor engagement and sales data from November through March, specific to the Wealth Transfer initiative.
