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EVO Streamlining Insurance | Review your sales tool!

April 22, 2021

Topics: Insurance, Savings, Digital tools

Since it landed, EVO Streamlining Insurance enrolment tool has quickly become your preferred tool when you complete a sale.

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Electronic signature | Tools to better support you

April 16, 2021

Topic: Digital tools

At iA Financial Group, we’re constantly on the look-out for ways to make your distance-selling efforts easier and more efficient!

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EVO Streamlining Insurance | Get to know the illustration tool

April 15, 2021

Topics: Insurance, Savings, Digital tools

The Streamlining Insurance illustration tool added to EVO in 2018 was specially designed to make your job easier!

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Assure&go | Contract delivery

April 13, 2021

Topics: Insurance, Digital tools

We are always mindful of our clients’, advisors’ and business partners’ satisfaction. Our desire to continuously evolve allows us to improve how we deliver contracts with amendments electronically.

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Did you know...

April 12, 2021

Topics: Insurance, Digital tools

 

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EVO | Do you know its history?

April 8, 2021

Topics: Insurance, Savings, Digital tools

Over the last few months, our digital tools have been your trusted daily companions.

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NEW | Periodic contributions tool coming soon to My Client Space

March 11, 2021

Topics: Savings, Digital tools

We are pleased to announce the launch of the Periodic Contributions and Indexed Periodic Contributions tool in My Client Space starting Monday, March 15.

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The 2021 Tax reference sheet, your planning ally!

February 12, 2021

Topics: Savings, Digital tools

The 2021 tax reference sheet (F13-645A) is now available in the Document Centre and can be ordered from your provisioning centre.

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Savings | The EVOlution continues!

February 1, 2021

Topics: Savings, Digital tools

EVO now offers non-registered new-issue for entities (companies)!

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A video review of your year 2020 with iA

January 29, 2021

Topics: Insurance, Savings, Digital tools

Everybody's excellent work over the last few months made it possible for us to close the year with exceptional results in individual insurance, savings and retirement.

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