iA CONNECTED

Your ongoing source of information.

RRSP-TFSA Campaign – Great opportunities within your client base!

December 5, 2022

The campaign has been under way for two weeks now! Many of you have received a list of opportunities specific to the RRSP-TFSA campaign. Have you consulted it?

Objective: To let you know which clients have contributed to an RRSP or TFSA at least once in the last two years, so that you can invite them to contribute right away to double their chances of winning $5,000.

How do I access it? Log in to your Advisor Centre, check your secure messaging and see if you’ve received a list of opportunities.

Messagerie-EN-1

What’s next?

Contact your clients to reassess their needs and, if you haven’t already done so, double their chances of winning $5,000 by inviting them to contribute to their RRSP or TFSA before January 31! Take advantage of this opportunity!

1200x628-Concours-Megaphone-Fb-Statique-EN-1

Refer to the marketing toolbox to learn more and bookmark the link for easy reference!

Marketing toolbox

 

Topics : Savings, Investments

Written by iA