Hello Everyone, As we go through a period of volatility, I'd like to share some client friendly material to assist in these conversations: Bulls vs. Bears Staying the Course Why Investors Need Diversification Growth vs. Value iA Updates January 2025 Online Modifications of PACs now available Access to FidelityConnects Webcasts now available to advisors Due to our strong relationship with Fidelity, brokers now have access to Fidelity's daily and weekly webinars featuring rotating portfolio managers, details to register are below Steps: 1. Register at this link 2. Access Code: i2025 Mark Schmehl - Special 30 Minute Webinar on Fidelity Global Innovators Upcoming iA Webinar - Navigating the Financial Landscape: An Asset Allocation Strategy for Success - March 27, 10am PST Also, as a friendly reminder - Clients can directly fund TFSAs, RRSPs, and FHSAs online themselves via the iA Mobile App or Web Portal, This makes handling 2025 TFSA and RRSP deposits much less work for the advisor. Launch of 6 new Segregated Funds, 4 Index Based and 2 Active Funds We have produced a new business guide to assist advisors new to iA that acts as a one stop shop for all things administrative - iA New Business Guide HISA/DIF - Rates can be found here · Current Rate: 2.25% as of March 21, 2025* · *Rate subject to change on a weekly basis · Available to Corporate Accounts · Compensation: Trailer of 0.20% · Fund Code: D020 iA First Home Savings Account (FHSA) iA's Market Leading 75/100 · 100% death guarantee available on deposits made before the client's 85th birthday · 1 automatic or manual reset on the death benefit per calendar year up to age 85 · Access to all of iA's segregated funds - 100% equity options available | 
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