iA CONNECTED

Surprisingly, 52% of Canadians don’t have a retirement plan, and 31% of baby boomers¹ don’t know what percentage of their current income they will need in retirement². Knowing that, your guidance in helping clients come up with a retirement plan couldn’t be more invaluable.

Make Genesis your UL of choice: reduced level insurance costs and modified surrender charge period for yearly renewable term (YRT) insurance costs. Also discover the brand new product brochure!

Our term life insurance lineup combines flexibility, easy renewal, instant decision up to $2M, and much more! Find out what’s made us an industry leader in term life insurance and share the benefits with your clients. 

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.

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.

Your heat map is even more concise and easier to read! Check it out now.

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.