The new 2023 Information Folders and Fund Facts documents will be available for download and for order starting May 29th.
iA
Recent Posts
May 18, 2023
Topic: Savings
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!
April 27, 2023
Topic: Savings
For guaranteed processing, Diploma applications and PAD increase requests must be received by May 12, 4pm (ET).
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?
March 27, 2023
Topics: Insurance, Digital tools
As iA’s digital tools continue to evolve, the Interface Suite will soon be withdrawn.
March 16, 2023
Topic: Miscellaneous
A leader in many different sectors and #1 partner of advisors, iA Financial Group never forgets that what really matters are people.
March 9, 2023
Topic: Savings
Effective May 26 at 4pm (ET), in line with regulatory requirements, we will no longer offer the Deferred Sales Charge (DSC) option for segregated fund deposits.
February 24, 2023
Topic: Savings
Do you see the value in this client base? The banks do! The good news is that everything is in your hands.
February 10, 2023
Topic: Miscellaneous
Take advantage of your more frequent communications with clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.
January 25, 2023
Topic: Savings
Did you know that segregated fund holders are more satisfied than mutual fund ones, according to a recent survey conducted by Abacus Data on behalf of the Canadian Life and Health Insurance Association (CLHIA)?
