Here are some tools to help you introduce your clients to guaranteed investment alternatives that could help balance their portfolios and maximize their return potential.
iA
Recent Posts
September 27, 2023
Topics: Savings, Economic news
With their enviable rates, our guaranteed interest funds and high interest savings account remain popular in a climate of stock market uncertainty. However, a balanced strategy that includes other investment options can maximize your clients’ investment potential.
September 25, 2023
Topic: Savings
Join us for our biggest savings and investment event of the year!
September 15, 2023
Topic: Insurance
Did you know that life insurance is a valuable tool for financing the transfer of a shareholder’s shares upon death?
September 13, 2023
Topic: Savings
In today’s economic climate where HISAs are increasingly popular, the ability to use a periodic income program (PIP) in this type of savings vehicle gives you an additional option for providing your clients access to their money.
September 8, 2023
Topic: Miscellaneous
Whether it's to preserve the privacy of your clients or to enable us to serve them, the protection of personal information is always a priority for iA Financial Group.
