iA CONNECTED

Your ongoing source of information.

Your clients aged 50-70 are being wooed: turn on the charm!

March 27, 2024

Topic: Savings

Did you know that a large proportion of total savings contract withdrawals are made by clients aged between 50 and 70? This segment of your clientele is highly solicited by the competition because of their high level of assets. What can you do about it?

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Newcomers ad campaigns | Be invested in their future!

March 27, 2024

Topics: Insurance, Miscellaneous, Savings

Did you know that in 2021, 23%* of the Canadian population was considered newcomers? Help guide newcomers to financial success and become their trusted advisor.

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MERs update and changes to the Real Estate Income (iA) Fund

March 26, 2024

Topics: Savings, Portfolio Managers

Management expense ratios (MERs) can vary depending on the tax rate, both upwards and downwards, and therefore require an annual update.

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Keys to the market | The Producer Price Index surpassed expectations in February

March 22, 2024

Topic: Economic news

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Changes regarding cheque cashing

March 21, 2024

Topic: Insurance

Canadian financial institutions have reinforced their requirements for cashing cheques. In that respect, we are no longer permitted to cash a cheque issued to a client’s name even if it is endorsed by the client. Only cheques issued to iA Financial Group are now authorized.

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New! A Guide to Critical Illness Insurance

March 20, 2024

Topic: Assurance

The Canadian Life and Health Insurance Association (CLHIA) recently launched a new guide to help Canadian consumers better understand the benefits of critical illness insurance, how it works and its impact on financial security.

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Keys to the market | Canada’s manufacturing sector expanded in January

March 15, 2024

Topic: Economic news

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Segregated funds | Opportunities to seize

March 13, 2024

Topic: Savings

Introduce your clients to guaranteed investment (GIFs and HISA) alternatives that could help balance their portfolios and maximize their return potential. 

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Market Index Heat Map | Still waiting for interest cuts

March 12, 2024

Topics: Economic news, Portfolio Managers

Fixed Income market were broadly down in Februray, as investors are digesting the idea of higher rates for longer than expected in the U.S.

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Keys to the market | Bank of Canada maintains key rate at 5%

March 8, 2024

Topic: Economic news

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