iA CONNECTED

Did you know that in 2021, 23%* of the Canadian population was considered newcomers? Help guide newcomers to financial success and become their trusted advisor.

Canadian financial institutions have reinforced their requirements for cashing cheques. In that respect, we are no longer permitted to cash a cheque issued to a client’s name even if it is endorsed by the client. Only cheques issued to iA Financial Group are now authorized.

The Canadian Life and Health Insurance Association (CLHIA) recently launched a new guide to help Canadian consumers better understand the benefits of critical illness insurance, how it works and its impact on financial security.

Introduce your clients to guaranteed investment (GIFs and HISA) alternatives that could help balance their portfolios and maximize their return potential. 

Good news! All our investment options (segregated funds, GIFs, HISAs, and DIF+) and investment instructions are now available for FHSAs. 

Do your clients have questions about market trends, interest rate changes or the importance of diversification? This new Advice Zone article can be useful in helping your clients re-engage with the fund market and take advantage of future opportunities.

Additional deposit option (ADO) flexibility and term conversion to the iA PAR participating product.

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.

By taking a moment to verify the mailing address, the telephone number and the email on record, you play an important role in ensuring that your clients' information is up to date.

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram!