iA CONNECTED

Did you know the RESP is an excellent tool to help your clients make their kids’ dreams a reality?

As a key element of the RESP withdrawal process, the withdrawal form must be completed accurately to avoid refusals due to missing or incorrect information. Here are some important elements to consider when working with iA Financial Group to provide your clients with the best possible experience.

Suggest them to invest in a high-yield product!

Make the most of your advisory role by proposing that they gradually reinvest in the market, in order to seize market opportunities as they arise.

Did you know that Prestige family grouping can help you generate new leads as well as offer your clients better capital growth thanks to reduced management fees?

The key to a successful vacation is to start planning well in advance. The same is true for your retirement plans: Planning early is essential to ensuring your peace of mind. Stand out with a personalized approach!

Did you know that 49% of new individual insurance clients in 2019, 2021 and 2022 are newcomers?

With the arrival of the Tax-Free First Home Savings Account (FHSA), your clients may have questions about the product and its availability at iA Financial Group. Below you will find information to help you answer these questions.

The new 2023 Information Folders and Fund Facts documents will be available for download and for order starting May 29th. 

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!