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.
July 4, 2023
Topic: Insurance
Summer is the ideal season for taking advantage of the good weather, nature and outdoor activities.
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
Topic: Insurance
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!
May 8, 2023
Topic: Insurance
iA Financial Group is proud to announce the launch of Legacy—a new specialized life insurance product. This addition completes the iA product line aimed at wealthy clients and business owners.
March 27, 2023
Topics: Insurance, Digital tools
As iA’s digital tools continue to evolve, the Interface Suite will soon be withdrawn.
September 8, 2022
Topic: Insurance
Starting now: Increased life insurance amount and more efficient application processing than ever at iA.
