The RRSP-TFSA campaign is in full swing and you are meeting with more clients to get them to maximize their contribution before March 1.
- This sprint is also a unique opportunity to review your clients’ financial plan based on how their financial situation and asset protection objectives evolve. Now, more than ever, your clients understand the importance of protecting their financial security in case of death, illness, or disability.
- Take advantage of your upcoming meetings to review your clients’ insurance needs and make sure they are getting the coverage they need to help them reach their financial goals.
💡 Remember that our participating life insurance product, iA PAR with the new Wealth version, which offers the best short-term total surrender value on the market, is a very advantageous option for clients who are seeking a fiscally advantageous asset diversification option while protecting their wealth.
Contact your regional sales manager for more information or discuss personalized strategies for your clients.
