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

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 ...

Equitable – FHSA conversations that move clients closer to home

CLICK HERE TO REGISTER Host: Joseph Trozzo, Investment Sales Vice President, Equitable Speaker: Ally Kulak, Inside Sales Associate, Equitable Today’s first time homebuyers face higher housing costs, rising interest rates and the challenge of saving while renting.  A recent survey suggests two-thirds of Canadians still dream of owning a home despite a challenging market1. As advisors, you can play a critical role in ...