On January 1, 2020, we merged iA Excellence and iA Financial Group. Since then, much work has been done to unify and harmonize your sales experience. Here is a summary of what’s been done and a peek at what’s to come.
iA
Recent Posts
November 17, 2020
Topic: Insurance - Living Benefits
Did you know that Canadians have never thought more about their health than in 2020? However, only eight out of 100 people have critical illness insurance coverage...
November 13, 2020
Topic: Investments
We wish to remind you that iA Financial Group will proceed with mergers and fund closures on November 20th.
November 12, 2020
Topic: Savings
Looking for a great new way to demonstrate your advisory role to your clients during the upcoming RRSP campaign? Or maybe you are looking to open the door to new, long-term client relationships?
November 12, 2020
Topics: Savings, Investments
Did you know that if your clients contribute less than $208.33 per month to their RESP, they will not receive the full government grants to which they are entitled?
By suggesting the RESP loan to your clients, you’re helping them get untouched government grants
November 12, 2020
Topic: Web and Social Media
If you think that Instagram only focuses on young people who post photos of themselves, you’re wrong !
November 11, 2020
Topic: Savings
An important moment is approaching for some of your clients. It's time to use your advisory role to establish a payment strategy that meets the needs of your clients.
