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iA
Recent Posts
October 19, 2023
Topic: Insurance
Did you know that you can save two days by using the self-service telephone interview booking portal from our supplier Dynacare?
October 13, 2023
Topics: Insurance, Savings, Insurance - Living Benefits
As of May 25 2023, Assuris has increased the levels of protection on all insurance and annuity products issued by Canadian member insurers. All iA Financial Group clients automatically benefit from this protection.
October 11, 2023
Topic: Savings
This new savings vehicle, particularly popular with the 18-40 age group, will enhance your offering and provide your clients with a savings solution specially designed to facilitate first-time home ownership.
October 11, 2023
Topic: Savings
Effective October 20, 2023, 4:00 pm (ET), a change will be made to the guarantee fee calculation method for new contracts.
October 10, 2023
Topic: Web and Social Media
Use this Web Showcase content, ready to share on Facebook, LinkedIn or Instagram, to generate sales opportunities easily!
October 10, 2023
Client identity verifications must be thorough and carried out in accordance with the rules. Here is a useful reminder of the methods to use to comply with the law and detect certain indicators of money laundering.
October 10, 2023
Topic: Savings
As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.