Did you know that iA Mobile and My Client Space allow your clients to make RRSP and TFSA contributions autonomously?
January 22, 2021
Topics: Insurance, Digital tools
Good news! The work being done to harmonize Assure&go is almost done!
January 21, 2021
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. Help us to improve their experience!
January 15, 2021
Topic: Digital tools
Did you know that events related to death benefit, critical illness and accelerated benefit claims being posted faster in Business Tracker allow you to better manage the support offered to claimants, clients and their beneficiaries?
December 14, 2020
Topics: Savings, Digital tools
iA Financial Group presents the new segregated funds portal in the Advisor Centre.
December 7, 2020
Topics: Savings, Digital tools
Our diverse, smart tools are at your disposal!
December 7, 2020
Topics: Savings, Digital tools
EVO, a simplified experience tailored to your reality!
December 2, 2020
Topics: Savings, Digital tools
Did you know that the death benefit guarantee reset is an excellent opportunity to show your value as an advisor to your clients and open the door to reviewing their needs for 2021?
November 25, 2020
Topic: Digital tools
On January 1, 2020, we merged iA Excellence and iA Financial Group. Since then, much work has been done to unify and harmonize your sales experience. Here is a summary of what’s been done and a peek at what’s to come.
October 29, 2020
Topics: Savings, Digital tools, Investments
Since August 5th, your clients have been able to top up their individual RRSP or TFSA by themselves with the contribution tool.
But here’s the good news you’ve been waiting for – on October 30th we are launching the client contribution tool in our award-winning iA Mobile app!
