Did you know that a large proportion of total savings contract withdrawals are made by clients aged between 50 and 70? This segment of your clientele is highly solicited by the competition because of their high level of assets. What can you do about it?
December 15, 2022
Topics: Savings, Digital tools
Just in time for the RRSP campaign, EVO Savings allows you to apply for an RRSP loan when issuing or contributing.
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.
