iA CONNECTED

Your ongoing source of information.

New contracts | Change in the guarantee fee calculation method

October 11, 2023

Topic: Savings

Effective October 20, 2023, 4:00 pm (ET), a change will be made to the guarantee fee calculation method for new contracts.

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Reminder | Best practices in client identity verification

October 10, 2023

Topics: Insurance, Savings

Client identity verifications must be thorough and carried out in accordance with the rules. Here is a useful reminder of the methods to use to comply with the law and detect certain indicators of money laundering.

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Opportunities | From HISA to segregated funds

October 2, 2023

Topic: Savings

Here are some tools to help you introduce your clients to guaranteed investment alternatives that could help balance their portfolios and maximize their return potential. 

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NEW | Periodic Income Program available in HISA

September 13, 2023

Topic: Savings

In today’s economic climate where HISAs are increasingly popular, the ability to use a periodic income program (PIP) in this type of savings vehicle gives you an additional option for providing your clients access to their money.

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Personal information | The importance of obtaining client consent

September 8, 2023

Topic: Miscellaneous

Whether it's to preserve the privacy of your clients or to enable us to serve them, the protection of personal information is always a priority for iA Financial Group.

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RESP | Inflation is also driving up the cost of education

September 7, 2023

Topic: Savings

Did you know the RESP is an excellent tool to help your clients make their kids’ dreams a reality?

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Are your clients still reluctant to reinvest in the markets?

August 16, 2023

Topic: Savings

Suggest them to invest in a high-yield product!

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Are your clients' GIF investments coming to maturity?

August 16, 2023

Topic: Savings

Make the most of your advisory role by proposing that they gradually reinvest in the market, in order to seize market opportunities as they arise.

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Prestige family grouping: a win-win solution for your clients and you

August 1, 2023

Topic: Savings

Did you know that Prestige family grouping can help you generate new leads as well as offer your clients better capital growth thanks to reduced management fees?

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My Client Space has a new look!

July 25, 2023

Topics: Miscellaneous, Digital tools

My Client Space and iA Mobile now feature a modernized visual environment to provide your clients with a more streamlined, user-friendly browsing experience.

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