New Opportunity initiatives

To support you in the development of your existing clientele, iA Financial Group is continuing its mailings of initiatives that identify sales opportunities focused on your clients’ evolving needs.

Tomorrow, via the secure messaging of the Advisor Space, some of you will receive the list of their clients whose term insurance contracts will expire by the end of the year. You will be notified by email once you have received your list of opportunities.

An excellent opportunity to communicate with your clients to reassess their needs and discuss the conversion of their current coverage into permanent insurance!

The conversion opportunities will be sent to you every three months. Other initiatives will be deployed in the next few months, to offer you value-added opportunities focused on your clients’ needs, at the right time.

Stay tuned!