Whether it’s to process your current requests, get notified of their progress or more readily target your sales opportunities, Business Tracker is an essential tool that is constantly being improved. Check frequently to get the most out of it!
April 27, 2023
Topic: Savings
For guaranteed processing, Diploma applications and PAD increase requests must be received by May 12, 4pm (ET).
April 13, 2023
Topic: Digital tools
Did you know that in addition to allowing you to keep in touch with your clients, email marketing is one of the best ways to generate new sales?
April 6, 2023
Topic: Portfolio Managers
Loomis Sayles has put together a new series of short videos featuring their Global Allocation team, the manager of the Global Diversified (Loomis Sayles) Fund.
February 24, 2023
Topic: Savings
Do you see the value in this client base? The banks do! The good news is that everything is in your hands.
February 10, 2023
Topic: Miscellaneous
Take advantage of your more frequent communications with clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.
January 25, 2023
Topic: Savings
Did you know that segregated fund holders are more satisfied than mutual fund ones, according to a recent survey conducted by Abacus Data on behalf of the Canadian Life and Health Insurance Association (CLHIA)?
January 11, 2023
Topics: Savings, Digital tools
Did you see the big news back in December?
September 8, 2022
Topic: Insurance
Starting now: Increased life insurance amount and more efficient application processing than ever at iA.
May 27, 2022
Topic: Savings
The new 2022 Information Folders and Fund Facts documents can now be downloaded from the Document Centre or ordered from your fulfilment centre.
