New! Opportunities available directly in your Advisor Centre
To help you support your in-force clients, iA Financial Group has launched a series of sales opportunities focused on your clients’ needs.
Find out how to take advantage of these opportunities:
First initiative: Conversion opportunities
Through the Advisor Centre's secure messaging system, some advisors will receive a list of their clients whose term insurance contracts will expire in the next few months. What a great opportunity to communicate with your client to re-evaluate their needs and discuss the conversion of their current coverage to permanent insurance!
In your secure messaging system, you will find:
A list of clients who are eligible for conversion.
Two permanent product recommendations customized to your clients' profiles.
A marketing toolbox to help you understand the initiative, communicate with your clients and complete the conversion.
Conversion opportunities will be sent to you every three months.
Additional initiatives will be rolled out in the coming months to provide you with value-added opportunities focused on your clients' needs, at the right time. Stay tuned!
Questions?
If you have any questions, contact your sales manager or email us atmrk-promo@ia.ca.
Good luck!
INVESTED IN YOU.
iA Financial Group 1080, Grande Allee West, PO Box 1907, Station Terminus Quebec, Quebec G1K 7M3 (Canada).
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