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New iA PAR Wealth

October 19, 2021

iA Financial Group is proud to announce the addition of the Wealth version to its iA Participating Life Insurance (iA PAR) product.

This new version is intended for affluent clients and corporations seeking high cash values from the first years of the contract, combined with long-term growth of their assets. iA PAR Wealth allows the deployment of high-performance financial strategies in order to transfer assets, manage liquidity and optimize the value of their estate.

iA PAR Wealth enjoys the same advantages as iA PAR Estate, including:

  • Flexible payment periods
  • Four dividend options
  • Several riders and additional benefits
  • Flexible deposits thanks to the Additional deposit option

The iA PAR Participating account is supported by our experienced iA Investment Management team, which encourages an active management strategy and uses distinctive asset allocation in order to optimize the risk-return relationship in the long term.

In line with the launch of iA PAR Wealth, we are enhancing our service offer with the
iA Large Case Solutions
program. This program provides you with personalized support from a team of experts to help your high-net-value clients who need more complex financial strategies. You can also count on our VIP Underwriting Program, which provides quick, personalized service in order to facilitate underwriting. Moreover, we have eased our rules in order to be able to recognize foreign assets, such as investments and bank accounts, when determining the face amount.


iA PAR Wealth is available for sale via EVO Insurance, one of the best remote sales platforms in Canada. For more information about iA PAR and the new Wealth version, we invite you to refer to the Advisor Centre, which contains several useful informational and promotional documents. These include:

You can also address your questions directly to your regional sales director.

 

Topic : Insurance

Written by iA