iA CONNECTED

iA Financial Group’s priority is to protect its clients’ personal information, both to ensure their privacy and best serve them.

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.

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

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

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

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!

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? 

Do you see the value in this client base? The banks do! The good news is that everything is in your hands.

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.