The 2023 tax reference sheet and its new appendix on maximum LIF withdrawals by province are now available in the Document Centre and can be ordered from your provisioning centre.
iA
Recent Posts
February 9, 2023
Topic: Savings
February 9, 2023
Topic: Insurance
To set you apart from the competition, help you offer unparalleled advisory services and grow your business!
February 8, 2023
Topics: Economic news, Portfolio Managers
A must-have tool that allows you to get an efficient and complete overview of the performance of key data and more!
February 8, 2023
Topics: Insurance, Digital tools
Tracking the status of PIUs has never been easier, now done in the Business Tracker. We have also reviewed some standards for psychological disorders and made changes to an administrative form. Learn more!
February 6, 2023
Topic: Savings
Did you know that if they could turn back the clock, 23% of retirees would consider getting more advice on planning for retirement?1
February 3, 2023
Topic: Savings
Take advantage of the excitement of the last few weeks of the RRSP-TFSA campaign to consolidate more assets, improve referrals and retention with a new mailing of opportunities to your existing clients.
February 3, 2023
Topic: Savings
Make the most of our competitive rates and give your clients security from volatility, our guaranteed interest fund (GIF) and the high interest savings account (HISA).
February 2, 2023
Topic: Savings
As tax season approaches, your clients' tax documents (savings) are gradually becoming available.
February 2, 2023
Topic: Portfolio Managers
The quality of the iA segregated fund lineup is once again confirmed with six FundGrade A+® Awards in 2022.
