Electronic signature in EVO Savings is now better than ever thanks to two significant improvements that we are proudly launching today, which are aimed at providing greater flexibility for your clients and a better user experience!
Recent Posts
Topic: Web and Social Media
Did you know you can link your Microsoft Bookings calendar to your Facebook page?
Topics: Savings, Digital tools
Good news! It is now possible to obtain, in just a few clicks, a list showing the fund performance for your block of business, presented by client, for the period you select.
Topics: Savings, Digital tools
With back-to-school in full swing, parents are learning just how much their children’s education costs.
Topic: Web and Social Media
Facebook is one of the largest social networks with several billion users. Take advantage of these large online communities of people to increase your number of subscribers on your professional page!
Topic: Insurance
We wish to inform you that on October 2, changes will be made to the following investment accounts for our universal life insurance products:
Topic: Web and Social Media
Did you know? To make your life on social media easier, we post relevant content on the iA Facebook and LinkedIn pages every Thursday!
Topic: Investments
To follow up on the news entitled Launch of new segregated funds and notice of fund mergers and closures, we have prepared a visual aid to help you find and generate your list of clients impacted by the fund mergers and closures effective on November 20.
Topic: Web and Social Media
You know the Web Showcase and the post bank, which helps you publish posts on your social media, but did you know that it’s much more than that? The Web Showcase has many tools to help you stand out online!
Topic: Investments
iA Financial Group wishes to inform you in advance of changes made to the segregated funds lineup on October 26th (new funds) and November 20th (mergers and closures).
