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📣 New Segregated Funds Portal | Advisor Centre

December 14, 2020

iA Financial Group presents the new segregated funds portal in the Advisor Centre. We know that your time is precious and we are committed to making it easier for you to focus on the essential, serving your clients well.

 

ia.ca/SellingSegregatedFunds

 

Intuitive and structured tabs to optimize your sales experience

  • LEARN
  • PROMOTE
  • SELL
  • AFTER-SALES SERVICE

 

Gain in efficiency

Find all the relevant segregated fund information and documentation you need in one place. Offering first-class service to your client has never been so intuitive and structured.

Find out more in this short video:

 

We have also thought about your clients!

Your clients can now learn about the essential advantages of segregated funds in an optimized Web experience.

ia.ca/segregated-funds

Talk to them about this new fully enhanced section on ia.ca.

Be part of the success with the industry leader

Since 2016, iA Financial Group has ranked first in net segregated fund sales in Canada. The new segregated funds portal, combined with the best-in-class segregated fund offering, becomes the driver of your success!

Discover more in this short video:

Happy browsing!

 

Topics : Savings, Digital tools

Written by iA

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