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iA Financial – New Features to Simplify your Day-to-Day

June 17 EDT @1:00 pm - 2:00 pm

CLICK HERE TO REGISTER

This webinar is specifically intended for advisors and their administrative staff. 

Discover how iA Financial Group makes your work easier, from application to contract delivery, with a fast, automated sales and post-sales journey designed to meet your clients’ evolving needs.

In this practical webinar, learn how to:

✅ Deliver a contract quickly and efficiently

✅ Complete your most common transactions without paper or intermediaries

✅ Boost your overall efficiency

Invite your administrative staff as well!

Your team will discover how these self-service features can speed up their work and help them become more efficient in their day-to-day activities.


This webinar is not CE accredited (no CE credits)

This webinar is not IDC WIN hosted.

Details

Date:
June 17 EDT
Time:
1:00 pm - 2:00 pm
Event Category: