We are taking a 100% digital shift for our Choose iA magazines, and we are doing it for you, your clients, and the planet.
October 19, 2023
Topic: Insurance
Did you know that you can save two days by using the self-service telephone interview booking portal from our supplier Dynacare?
October 13, 2023
Topics: Insurance, Savings, Insurance - Living Benefits
As of May 25 2023, Assuris has increased the levels of protection on all insurance and annuity products issued by Canadian member insurers. All iA Financial Group clients automatically benefit from this protection.
October 10, 2023
Client identity verifications must be thorough and carried out in accordance with the rules. Here is a useful reminder of the methods to use to comply with the law and detect certain indicators of money laundering.
September 15, 2023
Topic: Insurance
Did you know that life insurance is a valuable tool for financing the transfer of a shareholder’s shares upon death?
August 15, 2023
Topic: Insurance
At the halfway point, 2023 presents a much more compelling financial environment than last year.
June 21, 2023
Topics: Insurance, Miscellaneous, Savings
Did you know that 49% of new individual insurance clients in 2019, 2021 and 2022 are newcomers?
May 25, 2023
Topics: Insurance, Insurance - Living Benefits
The Individual Insurance Policies and Procedures Guide has been updated so that you can easily find answers to your questions all in one place.
May 18, 2023
Topics: Insurance, Savings, Digital tools
Whether it’s to process your current requests, get notified of their progress or more readily target your sales opportunities, Business Tracker is an essential tool that is constantly being improved. Check frequently to get the most out of it!
