COVID-19

“How To” capsules | Quick tutorials

In recent weeks, our teams have worked tirelessly to develop tools to help you manage the new daily reality of non-face-to-face selling. 

“How To” capsules | Quick tutorials

In recent weeks, our teams have worked tirelessly to develop tools to help you manage the new daily reality of non-face-to-face selling. 

The past few weeks have brought a lot of changes which required you to adapt your work methods in terms of staying connected with your prospects and clients while keeping social distancing.

The Federal Government of Canada has announced a set of economic measures as part of their Covid-19 Economic Response Plan. That statement included proposed changes to the calculation of the 2020 required minimum withdrawal for registered retirement income funds (RRIF) or Life Income Funds (LIFs) for the year 2020.

Here’s some excellent news that will help you in your distance-selling efforts!

At the beginning of last week, we added the possibility of opening non-registered savings plans with a deposit of over $100,000 in EVO.

Insurance and Savings — 100% electronic transactions for contract administration

No need to manage paper forms anymore, you can now have your clients sign remotely with OneSpan, DocuSign or AdobeSign!

No need to manage paper forms anymore, you can now have your clients sign remotely with OneSpan, DocuSign or AdobeSign!

At iA Financial Group, we are committed to our clients and would like to offer our support during any financial hardship due to the present situation relating to the COVID-19 pandemic. Therefore, we have developed a plan to help them temporarily ease their obligations with respect to loans contracted as part of their savings strategy.

At iA Financial Group, the health and safety of our employees, advisors and clients is at the heart of our concerns. 

Hello,

At such a critical time, our mission is to provide you with the best technological solutions and adapted processes to allow the continuity of your business operations.