Did you know that a large proportion of total savings contract withdrawals are made by clients aged between 50 and 70? This segment of your clientele is highly solicited by the competition because of their high level of assets. What can you do about it?
iA
Recent Posts
January 9, 2023
Did you know that you can help your clients achieve their New Year's resolutions? Here are the top 4 of the most popular resolutions:
January 6, 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).
December 22, 2022
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).
December 16, 2022
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).
December 15, 2022
Topics: Savings, Digital tools
Just in time for the RRSP campaign, EVO Savings allows you to apply for an RRSP loan when issuing or contributing.
December 13, 2022
Topic: Portfolio Managers
iA Investment Management (iAIM) has announced a portfolio advisory change for the Asian Pacific (Dynamic) Fund, which will now be named Asian Pacific (iAIM).
December 12, 2022
Topic: Insurance
Good news! Following a comprehensive review of the dividend scale assumptions this year, we are pleased to inform you that our dividend scale interest rate will be increased from 5.75% to 6% for 2023. This increase will positively impact all contracts.
