Starting April 4, on the first business day of each month, you will receive a notification in Business Tracker for each client (with a savings contract) who will turn 50, 55, 60 and 65 during the month.
Another great occasion to contact your clients… but not only to celebrate their birthday!
Notification preverview
Attached to these notifications will be the Retirement guide, which is designed to facilitate your approach and give you additional contact opportunities and avenues for discussion with this clientele. Don't overlook these contacts, they are essential in the development of your business.
💡 Don't forget to enable the messaging alerts to receive an email notification.
Email notification preverview
You can also take the opportunity to share with them our podcast on the subject with Sébastien Mc Mahon, Chief Strategist and Senior Economist, and Frédéric Lessard, Regional Vice-President of Sales at iA Financial Group.
To learn more, we invite you to consult the following articles: The winning strategy for 2023! and Your clients aged 50-70: Golden age or gold mine?
