iA Financial Group continues to send out initiatives that identify sales opportunities centered around your clients’ evolving needs.

Tomorrow, via the secure messaging of the Advisor Centre, some advisors will receive the list of their clients whose term life insurance contracts will expire in the next few months. A great opportunity to contact your clients to re-evaluate their needs and address the conversion of their current coverage to permanent life insurance!

Every three months, we send out lists of conversion opportunities and other initiatives will be deployed through the year. Stay tuned!