Quickly generate sales with tax refunds!

Our team of analysts has identified your clients who have contributed to their RRSPs or FHSAs for the 2024 tax year and who will receive a tax refund. From this list, three client segments with high growth potential have been established, based on the products the clients hold with iA:

Clients without critical illness insurance: Protect your clients against loss of income due to a critical illness during their working life and enhance their retirement income with flexible return of premiums. Your list includes three premium scenarios (non smoker status) with different insurance amounts and options*.
Clients with children: Maximize your clients’ return on investment by reallocating their tax refund to an RESP and taking advantage of government grants.
Clients with non-maximized TFSAs or with no TFSA: Reinvest the refund, enabling your clients to grow their savings in a tax-efficient manner.

Your list prioritizes large invested amounts, then clients with pre-authorized debit (PAD) agreements since they’re less likely to have been met with recently.

We invite you to look at your list now to quickly boost your sales and continue cultivating your client relationships. Don’t let these sales opportunities slip away!

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*Please note that the premiums shown in the opportunity lists are provided for information purposes and may be subject to adjustment according to the specifics of each client, including their smoking status, health condition and age at the time of purchase.

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