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Grow your client portfolio | RRSP-TFSA-FHSA campaign

January 15, 2025

Grow your client portfolio | RRSP-TFSA-FHSA campaign
2:28

Take advantage of the momentum of RRSP season and this second list of sales opportunities to:

  • Consolidate more assets
  • Increase your referrals
  • Build client loyalty

After securing a foundation of RRSP-TFSA-FHSA contributions with the first initiative, many of you will receive a new list in the next few days via the secure messaging system in your Advisor Centre.

This list will contain client segments that offer high business development potential and opportunities to be seized.

1 list with 3 business development opportunities:

 

1. Prestige opportunity:

  • Clients with high potential to reach Prestige 300: Those holding assets between $175,000 and $299,999. You can recommend family groupings or asset transfers to help them reach Prestige 300 and benefit from substantial reductions in management fees.
  • Prestige 300 clients with potential to reach Prestige 500: Those holding assets between $300,000 and $499,999. You can recommend family groupings or asset transfers to help them reach Prestige 500 for even greater management fee savings.
  • Prestige 500 clients: Those holding assets of $500,000 or more. You can encourage them to share their privileges with their extended families to generate new referrals

 

2. Matured investor profiles opportunity:

  • Investor profile updates are an excellent opportunity to start conversations with your clients. Take this chance to reassess their overall financial needs and tell them about new products and features, as well as our RRSP-TFSA-FHSA contest.

 

3. Clients without savings opportunity:
  • Clients with significant annual life insurance premiums (all products combined) in excess of $2,000: Take advantage of the existing business relationship to present the comprehensive range of iA products and services and highlight the unique advantages of segregated funds.

icn-video

Here’s an explanatory video to help you make it happen:

Watch the video

 

How to access your list
Log in to the Advisor Centre and consult your secure messaging system:

 

Secure messaging

 

 

Do you have other questions about the RRSP-TFSA-FHSA campaign?

 

Best of luck!

 

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