Leader in segregated funds | New tools for your toolkit
Submitted by Victoria on February 17, 2021 - 5:45pm
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PDF version INDIVIDUAL SAVINGS AND RETIREMENT |
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Leader in segregated funds
New tools for your toolkit |
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You are in the last stretch of the RRSP or TFSA campaign marathon and you may be trying to convince one client, reach another, respond to objections or carve out a new niche clientele. Here are some new tools to help you in this final dash to reach your sales goals. |
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| New marketing tools... | For you
| - Creditor protection (F13-1135A) : Protecting one's investments in segregated funds, an unrecognized advantage that could make all the difference.
- Email template (.oft) : Leader in segregated funds – Discover the best fund lineup on the market
| ...and for your client
| - The advantages of segregated funds (F13-452A)
- Redesigned segregated funds page on ia.ca to present segregated funds to all your clients and learn more.
- Improved positioning of iA in Google search (SEO) for keywords with regards to segregated funds.
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Did you know... In response to the 2020 pandemic, Canadian households increased their savings rate from 7.6% to 28.2% of their disposable income! Financial health resonates strongly in the wake of recent events.
Saving in times of crisis? Yes, it's possible! |
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