iA term life insurance offers the most value on the market.
This week, we launch our Canadian promotional campaign that will run until December. We are beginning by prioritizing the mortgage clientele.
Why prioritize mortgage clients?
Right now, during the real estate buying season, it’s a good time to remind clients of the advantages of term life insurance over mortgage insurance from lending institutions. Here are 3 key differences with iA:
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With iA Financial Group |
With a lender |
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The client chooses their beneficiaries |
The lender is the beneficiary |
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The monthly premium is fixed and guaranteed |
The premium may increase if the loan is changed |
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If the mortgage lender changes, the contract remains unchanged |
The insurance contract is not transferable to a new mortgage lender |
Generate leads with the new iA mortgage calculator ✨
We have a new mortgage insurance calculator, and we’re directing our promotional initiatives there to generate leads for you.
We’ll be running a digital campaign, sending targeted emails to clients aged 30 to 49 who don’t have term life insurance. We will add your personalized link to preserve your client-advisor relationship. Don’t hesitate to be proactive and contact your clients.
Here are the calculator’s strengths:
- Only 5 questions
- Fast: Less than 60 seconds
- Get 2 premiums: Fixed and decreasing coverage
Tools
In addition to mortgage clients, young adults and pre-retirees will also be targeted. Check out these resources:
- Toolbox
- Mortgage calculator (new ✨)
- Tip: Use your personalized link for the calculator
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