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Leader in segregated funds | New tools for your toolkit

Submitted by Victoria on February 17, 2021 - 5:45pm

INDIVIDUAL SAVINGS AND RETIREMENT

Leader in segregated funds
New tools for your toolkit

You are in the last stretch of the RRSP or TFSA campaign marathon and you may be trying to convince one client, reach another, respond to objections or carve out a new niche clientele.

Here are some new tools to help you in this final dash to reach your sales goals.

 

 

 

New marketing tools...

For you
 

  • Segregated funds in 10 questions (F13-1133A)
  • Creditor protection (F13-1135A) : Protecting one's investments in segregated funds, an unrecognized advantage that could make all the difference.
  • ​Email template (.oft) : Leader in segregated funds – Discover the best fund lineup on the market

...and for your client
 

  • The advantages of segregated funds (F13-452A)
  • ​Redesigned segregated funds page on ia.ca to present segregated funds to all your clients and learn more.
  • Improved positioning of iA in Google search (SEO) for keywords with regards to segregated funds.

 

 

Did you know...

In response to the 2020 pandemic, Canadian households increased their savings rate from 7.6% to 28.2% of their disposable income!

Financial health resonates strongly in the wake of recent events.
Saving in times of crisis? Yes, it's possible!

 

 

 

Source URL: https://www.gpfs.ca/bulletins/ia-financial-group/2021-02-17/leader-segregated-funds-new-tools-your-toolkit