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2021 RRSP or TFSA campaign | New tools for segregated funds

February 17, 2021

You are in the last stretch of the RRSP or TFSA campaign marathon and you may be trying to convince one client, reach another, respond to objections or carve out a new niche clientele.

Here are some new tools to promote segregated funds to help you in this final dash to reach your sales goals.

Tools for you

And for your clients

  • Redesigned page on ia.ca to present segregated funds to all your clients and get more information about segregated funds

 

Did you know…?

In response to the 2020 pandemic, Canadian households increased their savings rate from 7.6% to 28.2% of their disposable income!

Financial health resonates strongly in the wake of recent events.

Saving in times of crisis? Yes, it’s possible! 

 

Topic : Savings

Written by iA

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