Quarterly commentary by Alexandre Morin, CFA, Principal Portfolio Manager, Income Funds for iAIM as of June 30, 2021.
July 20, 2021
Topic: Insurance - Living Benefits
Starting at $7 a month per unit: that's how little your clients can pay for accident insurance.
July 9, 2021
Topic: Insurance
More clarity and a revised delivery process for the letter sent directly to clients after a new contract is issued.
July 9, 2021
Topics: Insurance, Savings, Investments
The semi-annual investment statements will soon be available. Take this opportunity to contact your clients.
July 8, 2021
Topic: Web and Social Media
The reviews your clients leave you online help you attract new prospects!
June 30, 2021
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