Good news! Do your clients have significant insurance needs? You’ll be happy to know that iA now takes into account the foreign assets belonging to your wealthy clients.
However, certain conditions must be met:
- Be a Canadian citizen or permanent resident
- Require insurance coverage in Canada
- Provide the net value of their assets in Canada
- Provide the net value of their foreign assets, if required
- Provide justification for having foreign assets, if required
New questions will be added to EVO when required and a new financial questionnaire will be available and may be required, depending on the file.
Want to find out more?
Refer to this financial underwriting leaflet (F13-1150A) or contact your regional sales manager.
