iA
Recent Posts
July 9, 2021
Topic: Insurance
More clarity and a revised delivery process for the letter sent directly to clients after a new contract is issued.
July 9, 2021
Topics: Insurance, Savings, Investments
The semi-annual investment statements will soon be available. Take this opportunity to contact your clients.
July 8, 2021
Topic: Web and Social Media
The reviews your clients leave you online help you attract new prospects!
June 30, 2021
As a Canadian company, we take our social responsibility to heart and work together to support our communities.
June 29, 2021
Topic: Digital tools
They’re tools you can use to optimize your services as an advisor!
June 28, 2021
The temporary standards put in place for immigrants due to COVID-19 have now ended.
June 25, 2021
Topic: Web and Social Media
Keep your clients informed, even when you’re out of the office.
