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!
May 8, 2023
Topic: Insurance
iA Financial Group is proud to announce the launch of Legacy—a new specialized life insurance product. This addition completes the iA product line aimed at wealthy clients and business owners.
April 27, 2023
Topic: Savings
For guaranteed processing, Diploma applications and PAD increase requests must be received by May 12, 4pm (ET).
April 27, 2023
Topic: Savings
For guaranteed on-time processing, transactions 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.
March 27, 2023
Topics: Insurance, Digital tools
As iA’s digital tools continue to evolve, the Interface Suite will soon be withdrawn.
March 16, 2023
Topic: Miscellaneous
A leader in many different sectors and #1 partner of advisors, iA Financial Group never forgets that what really matters are people.
March 9, 2023
Topic: Savings
Effective May 26 at 4pm (ET), in line with regulatory requirements, we will no longer offer the Deferred Sales Charge (DSC) option for segregated fund deposits.
March 9, 2023
Topic: Savings
Effective May 26, 4pm (ET), in line with regulatory requirements regarding the deferred sales charge (DSC) option, the Diploma RESP product will no longer be available for new sales.
