EVO now offers non-registered new-issue for entities (companies)!
February 1, 2021
Topics: Savings, Digital tools
EVO now offers non-registered new-issue for entities (companies)!
January 29, 2021
Topics: Insurance, Savings, Digital tools
Everybody's excellent work over the last few months made it possible for us to close the year with exceptional results in individual insurance, savings and retirement.
January 27, 2021
Topics: Savings, Digital tools
Did you know that iA Mobile and My Client Space allow your clients to make RRSP and TFSA contributions autonomously?
January 22, 2021
Topics: Insurance, Digital tools
Good news! The work being done to harmonize Assure&go is almost done!
January 22, 2021
Topic: Web and Social Media
Regardless of what some might think, Facebook has its virtues. One virtue is the possibility of creating lead form ads to find interesting contacts in just a few clicks.
January 21, 2021
Topics: Savings, Digital tools
Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space. Help us to improve their experience!
January 19, 2021
Topic: Insurance - Living Benefits
Did you know that most Canadians are unaware of the problems associated with a disability?
January 15, 2021
Topic: Savings
Did you know that the beginning of the year is one of the best times to get in touch with your clients?
January 15, 2021
Topic: Digital tools
Did you know that events related to death benefit, critical illness and accelerated benefit claims being posted faster in Business Tracker allow you to better manage the support offered to claimants, clients and their beneficiaries?
January 14, 2021
Topic: Web and Social Media
When it’s time to prospect for new clients, choosing a random telephone number has become more risky than promising. We must do otherwise.
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