Many clients and advisors have brought up issues with the F5A form (too crowded, sections too short to be filled in by hand, lack of sections for multiple designations, confusing signature section, etc.).
July 6, 2022
Did you know the advice that established couples had for newlyweds to help set up their new financial union for success was to avoid unmanageable debt and to start saving early for retirement?*
June 29, 2022
Topics: Insurance, Miscellaneous, Savings, Insurance - Living Benefits
iA continues to assert its industry leadership with historic Q1 results, making it a compelling partner for advisors.
June 9, 2022
Topic: Insurance
Discover how term life insurance adapts to the changing needs of businesses with a range of the most complete and flexible products on the market.
June 7, 2022
Topic: Insurance
Clients who own businesses often have the same dilemma: using life insurance to protect their business from the risks surrounding the loss of a key individual or to finance a shareholders’ agreement, without compromising the business’ liquidity position.
May 30, 2022
Topic: Insurance
To better support you with our term life insurance, which is now more competitive than ever, we are proposing two new client brochures.
May 23, 2022
Topic: Insurance
Did you know that 40.5% of the $10.6 billion in charitable giving in Canada in 2020 was made by donors in the $150,000+ income bracket? However, they represent only about one in 10 donors.[1]
May 10, 2022
Topic: Insurance
The real estate market is very active right now. Your clients who are moving or who have a mortgage may need your advice!
May 9, 2022
Topic: Insurance
Did you know... a lot of people don’t realize the difference between mortgage life insurance and mortgage insurance offered by lending institutions?
April 25, 2022
Topic: Insurance
Did you know that we offer two versions of our participating life insurance product in order to provide you with an adequate solution for your clients based on their financial objectives?
