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Be proactive, highlight your advisory role and start a conversation with your clients to help them make informed choices for their financial health.

Inspire your clients to maintain good habits throughout the year. Insurance and savings tools and advice.

Inspire your clients to maintain good habits throughout the year. Insurance and savings tools and advice.

Show your clients the benefits of Access Life, our simplified issue life insurance. It could be the perfect solution for many of them.

Support your clients who are approaching retirement. Show them how they can benefit from your expert advice and iA’s tools.

Be there for your retired clients who are experiencing financial challenges and help them make the best action plan possible.

Show your clients a comparison between the mortgage insurance we offer and what other lending institutions do.

Help your clients and their family adapt their coverage as their needs evolve. Show them the advantages of the best-selling term life insurance in Canada.

Help your clients see their investments’ full potential with the TFSA calculator. Let them know that they can always count on you if they have any questions.

Give your clients the rundown of our RRSP calculator. It could be a useful tool for them. Let them know that they can always count on you if they have any questions.

Simplify the management of your clients’ savings by giving them three good reasons to make regular contributions in My Client Space.

Propose these two worry-free solutions that pay amid volatility. GIFs and HISAs are sound options and have many unique advantages.

Introduce your clients to one of best segregated fund offerings on the market and its many benefits.

Introduce your clients to participating life insurance and its many benefits. It can help them grow their wealth and protect their loved ones.

Give your clients the tools to invest according to their values with iA’s socially responsible investment funds!

Inform your clients of the advantages of converting their term life insurance to permanent life insurance before it matures.

Tell your clients how they can benefit from critical illness insurance.