iA Financial Group provides you with targeted lists and concrete tools to help you develop your customer base and increase your sales opportunities. Your secure messaging is a goldmine to help you achieve your business goals.
Several initiatives are underway right now, offering opportunities to many advisors:
- Critical illness: Layered coverage, a unique advantage. You have a list of your clients aged 25 to 40 who do not have critical illness insurance with iA Financial Group, with customized premiums for each. This is a great sales opportunity for Transition, the most flexible coverage on the market!
- PAD Increases: Clients letting their money sleep? It could cost them. You’ll find a list of clients targeted for PAD increases based on the products they hold with iA, to help them optimize their savings strategies.
- Conversion: In your secure mailbox, you’ll find a revised list of your clients, containing conversion opportunities for life insurance policies, Transition critical illness policies and critical illness riders. We’ve also highlighted three key benefits for your clients.
Get ahead: Check out your secure messaging!
In addition to the above-mentioned lists, you’ll also find:
- Promotional materials
- Email templates
- Tools to help you start conversations with your clients
Everything we do is designed to save you time and increase the impact of your actions.
Keep one eye on your mailbox!
There are new campaigns on the way that will give you access to unique sales opportunities in key areas such as wealth transfer, as well as our upcoming savings campaign. By staying informed and making the most of these resources, you can anticipate your clients’ needs and grow your business.
