Did you know that the Business Tracker is the perfect tool for updating your files before leaving on vacation?
April 18, 2022
Topics: Insurance, Digital tools
Did you know…that iA Financial Group is the leader in term life insurance with the most policies sold in Canada?
April 13, 2022
Topic: Digital tools
Showing net returns starting at 6 months is good… but presenting 1‑month and 3‑month horizons as a complement is even better!
February 7, 2022
Topics: Savings, Digital tools
The 2022 tax reference sheet (F13-645A) is now available in the Document Centre and can be ordered from your provisioning centre.
February 3, 2022
Topics: Insurance, Digital tools
Do you use these essentials in your day-to-day business?
January 26, 2022
Topics: Savings, Digital tools
Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.
December 16, 2021
Topic: Digital tools
We would like to inform you that during the month of April, your clients may notice some visual changes on the My Client Space login page.
