Starting today, your clients will be able to benefit from changes to the investment loan program offered by iA Financial Group.
The current health crisis has brought its share of financial challenges, however the current economic situation, while bad news for some, may also be considered an opportunity.
At iA Financial Group, we strive to offer programs that are constantly evolving, well positioned against the competition, and to provide added value for your clients. Here's what's new in the investment loan program.
- Interest rate lowered by 0.50% (new 100% loan applications only)
- Maximum loan amount increased from $250,000 to $300,000
- Option to withdraw the value of the investment in excess of the balance due, less any redemption charges
We are proud to offer a competitive product, and you now have everything you need to present it to the right clients! In order to maximize application acceptance rates, it is essential that you ensure your clients meet the eligibility and documentation requirements.
Here is your marketing toolbox in order to master the product, promote it to the right client and accompany you in the loan application submission stage.
Marketing tools updates
Tools and documents have been redesigned. Check them out!
- F31A – Investment loan application and agreement
- F13-622A – Investment loan overview
- F13-618A – Client brochure
- SRM503-33A - New brochure for advisors (eligibility and document requirements)
A series of publications, email and letter templates are also available.
Questions?
Don’t hesitate to contact your sales team.
