iA CONNECTED

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! 

Also discover the new transfer frequency options available.

Good news! Starting December 11, your clients will be able to contribute to their FHSA in the HISA. Those who contribute by December 31, 2023, will be able to benefit from a tax deduction for 2023.