Did you take advantage of the first 4 sales opportunities we sent at the start of the RRSP-TFSA-FHSA Campaign? Now, we’re going even further! Thanks to our data intelligence, we've identified 4 new strategic sales opportunities to help you maximize your results.
Your new list is now available in your Advisor Centre secure messaging inbox. Get ahead: contact your clients, get their loved ones involved in your discussions and establish yourself as a trusted advisor for the whole family!
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Get ready to boost your sales! 🚀
1. Prestige opportunity
- Clients with high potential to reach Prestige 300: Assets between $175,000 and $299,999.
- Prestige 300 clients with potential to reach Prestige 500: Assets between $300,000 and $499,999.
- Clients who are qualified for Prestige 500: Assets of $500,000 or more.
💡 Encourage them to use family grouping or asset transfers to reach Prestige 300 or 500 and benefit from substantial savings in management fees.
2. Clients without savings opportunity
- Clients with annual life insurance premiums > $2,000 (all products combined)
💡 Take advantage of the existing business relationship to present the full range of iA’s products and services and highlight the unique advantages of segregated funds.
3. Beneficiaries aged 18-35 opportunity
- Clients with RESPs or life insurance for which the beneficiaries are 18 to 35 years old
💡 Present the advantages of the FHSA for the purchase of a first home and of the TFSA for saving for their beneficiaries (their children).
4. Expired investor profiles opportunity
- Clients with expired investor profiles
💡 Take this opportunity to start a conversation, reassess their overall financial needs and let them know about our RRSP-TFSA-FHSA contest.
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Get ahead with your clients
Don't wait to reach out: you have access to turnkey emails, social media posts, eye-catching visuals and more!
