Did you know that preparing for your absence from work is essential?
Need to make a change to an in-force insurance policy? EVO lets you get the job done fast, with e-signature - now available for almost all change requests, even those requiring underwriting analysis!
Did you know that the Business Tracker is the perfect tool for updating your files before leaving on vacation?
Did you know…that iA Financial Group is the leader in term life insurance with the most policies sold in Canada?
Showing net returns starting at 6 months is good… but presenting 1‑month and 3‑month horizons as a complement is even better!
The 2022 tax reference sheet (F13-645A) is now available in the Document Centre and can be ordered from your provisioning centre.
Do you use these essentials in your day-to-day business?
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.