Take advantage of the excitement of the last few weeks of the RRSP-TFSA campaign to consolidate more assets, improve referrals and retention with a new mailing of opportunities to your existing clients.
In the next few days, many of you will receive a list of opportunities in the secure messaging area of your Advisor Centre.
Here are the client segments where there is a great opportunity to upgrade to Prestige:
| Client segment | Approaches | Objectives |
| Clients with $175,000 to $299,999 in iA savings |
Consider adding the assets of a family member living at the same address to create a pool and take advantage of reduced management fees by reaching the $300,000 threshold. |
Invite them to share the benefits of Prestige and segregated funds with their extended family, regardless of their asset level or place of residence. |
| Prestige clients | Reinforce the Prestige benefits with this clientele. |
Our objective:
Allow you to offer Prestige privileges to more of your clients, to encourage them to consolidate their savings with iA, to support you in retaining your clients, and allow you to get new referrals through their circle of friends.
To learn more about the Prestige Series, consult the enhanced toolbox to invite your clients to take action now. New client emails are now available to facilitate contact with each of these clients segments.
Clients near the eligibility threshold
Prestige clients
For more details on the RRSP-TFSA Campaign, see the launch article.
Find out how to take advantage of these opportunities:
Stay tuned for more initiatives in the coming months to provide you with value-added opportunities focused on your clients' needs at the right time.
Have a question? Please contact your iA sales manager or email us at mrk-promo@ia.ca.
Good luck!
