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iA Term Life Insurance | The MOST value for your clients

April 19, 2024

Topic: Insurance

Our term life insurance lineup combines flexibility, easy renewal, instant decision up to $2M, and much more! Find out what’s made us an industry leader in term life insurance and share the benefits with your clients. 

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Tax refund | Sow the idea and reap the recognition of your clients

April 17, 2024

Topic: Savings

A large proportion of your clients have received or will soon be receiving a tax refund that they’ll be tempted to use for different needs.

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Bank of Canada maintains once again its policy rate

April 11, 2024

Topic: Economic news

Governing Council decided to hold the policy rate at 5% for a sixth consecutive time since July and to continue to normalize the Bank’s balance sheet.

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iA Large Case Solutions | Discover all the expertise at your disposal

April 8, 2024

Topic: Savings

A support service for advisors with clients who require more complex financial strategies in terms of sales concepts and tax optimisation of individual insurance and savings products.

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Disability | Excellent news for you and your clients

April 3, 2024

Topic: Insurance

In order to adapt our offering to today’s economic context and the changing financial reality of clients, we are significantly increasing the maximum disability and overhead expense benefit amounts under our Superior Program and Universal Loan Insurance.

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Social media | Top posts to share this April

April 2, 2024

Topic: Web and Social Media

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

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Your clients aged 50-70 are being wooed: turn on the charm!

March 27, 2024

Topic: Savings

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?

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Newcomers ad campaigns | Be invested in their future!

March 27, 2024

Topics: Insurance, Miscellaneous, Savings

Did you know that in 2021, 23%* of the Canadian population was considered newcomers? Help guide newcomers to financial success and become their trusted advisor.

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MERs update and changes to the Real Estate Income (iA) Fund

March 26, 2024

Topics: Savings, Portfolio Managers

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.

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Changes regarding cheque cashing

March 21, 2024

Topic: Insurance

Canadian financial institutions have reinforced their requirements for cashing cheques. In that respect, we are no longer permitted to cash a cheque issued to a client’s name even if it is endorsed by the client. Only cheques issued to iA Financial Group are now authorized.

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