A large proportion of your clients have received or will soon be receiving a tax refund that they’ll be tempted to use for different needs.
April 11, 2024
Topic: Economic news
Governing Council decided to hold the policy rate at 5% for a sixth consecutive time since July and to continue to normalize the Bank’s balance sheet.
April 10, 2024
Topics: Economic news, Portfolio Managers
Your heat map is even more concise and easier to read! Check it out now.
April 8, 2024
Topic: Savings
A support service for advisors with clients who require more complex financial strategies in terms of sales concepts and tax optimisation of individual insurance and savings products.
April 5, 2024
Topic: Portfolio Managers
Passionate about current events and markets in general, Dan addresses in these short articles a wide variety of topics that will interest you.
April 4, 2024
Topic: Economic news
In this month's article, discover why is the next U.S. election so important.
April 3, 2024
Topic: Insurance
In order to adapt our offering to today’s economic context and the changing financial reality of clients, we are significantly increasing the maximum disability and overhead expense benefit amounts under our Superior Program and Universal Loan Insurance.
April 2, 2024
Topic: Web and Social Media
Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram!
