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Recent Posts

FHSA | New information for you and your clients

June 7, 2023

Topic: Savings

With the arrival of the Tax-Free First Home Savings Account (FHSA), your clients may have questions about the product and its availability at iA Financial Group. Below you will find information to help you answer these questions.

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Insurance | Find answers to your questions in the Policies and Procedures Guide

May 25, 2023

Topic: Insurance

The Individual Insurance Policies and Procedures Guide has been updated so that you can easily find answers to your questions all in one place.

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Longevity: Helping your clients avoid outliving their retirement savings

May 25, 2023

Topics: Digital tools, Economic news

Factors such as healthy lifestyles and medical advances have resulted in a steady increase in life expectancy.

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Savings | New sales documents available soon

May 18, 2023

Topic: Savings

The new 2023 Information Folders and Fund Facts documents will be available for download and for order starting May 29th. 

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Business Tracker | Always more to simplify your business management

May 18, 2023

Topics: Insurance, Savings, Digital tools

Whether it’s to process your current requests, get notified of their progress or more readily target your sales opportunities, Business Tracker is an essential tool that is constantly being improved. Check frequently to get the most out of it!

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LAUNCH | Legacy - New specialized life insurance product

May 8, 2023

Topic: Insurance

iA Financial Group is proud to announce the launch of Legacy—a new specialized life insurance product. This addition completes the iA product line aimed at wealthy clients and business owners.

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Reminder: Diploma RESP closing soon for new sales

April 27, 2023

Topic: Savings

For guaranteed processing, Diploma applications and PAD increase requests must be received by May 12, 4pm (ET).
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Reminder: Deferred Sales Charge (DSC) option closing soon

April 27, 2023

Topic: Savings

For guaranteed on-time processing, transactions must be received by May 12, 4pm (ET).
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Client emails | A gold mine to be leveraged

April 13, 2023

Topic: Digital tools

Did you know that in addition to allowing you to keep in touch with your clients, email marketing is one of the best ways to generate new sales? 

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Digital evolution | Withdrawal of the Interface Suite on May 5, 2023

March 27, 2023

Topics: Insurance, Digital tools

As iA’s digital tools continue to evolve, the Interface Suite will soon be withdrawn.

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