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.
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.
September 7, 2021
Good news! Do your clients have significant insurance needs? You’ll be happy to know that iA now takes into account the foreign assets belonging to your wealthy clients.
Check out his analyses on what’s happening on the financial markets.
Stay up to date with Keys to the market, economic reviews from our experts and more!
INVESTED IN YOU. © Industrial Alliance Insurance and Financial Services Inc. – iA Financial Group. All rights reserved.