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Hello Everyone,
I hope you had a great start to 2024, we’d like to extend an invitation to a webinar we are hosting for Q1, which will cover as follows:
- An update and outlook on financial markets
- Details around Guaranteed Solutions (HISA, DIF, and GIFs)
- TFSA limits, RRSP Loans, FHSA strategies for Q1
- What we can offer as a Carrier of Choice for your Business
- Eligible for 1 CE Credit
Webinar Registration – Click Here
2024 Market Outlook
We have also attached a summarized version of our 2024 market outlook from iA, as well as many of our partner managers, if you’d prefer to read the entire outlook, it can be found here. We’ve also attached the year end performance summary for all of our funds as well.
***NEW*** Launch of DCA from HISA/DIF Accounts
- This feature will launch January 22, 2024 and will also add the functionality of weekly and bi-weekly switches
- Sales commission will be generated on systematic transfers to segregated funds, dependant on the sales charge chosen (Please note: This is not an upfront commission which the money market DCA version does provide, it functions more like a PAC)
TFSAs and RRSPs
The 2024 TFSA Limit is $7,000
Time Saving and Business Building Idea
As we head in to RRSP and TFSA season, we would like to once again remind everyone of iA’s online client contribution tools, these allow clients to make their own contributions via iA’s Client Space Website or the iA Mobile App.
This is particularly helpful as you will not have to make appointments/do paperwork for TFSA and RRSP contributions which tend to be smaller dollar amounts, your clients can simply check their limits, make the contribution themselves via the tool and the agent of record receives commission on their next cycle based on the sale charges chosen, details and a client friendly guide are attached. This saves you doing individual meetings, generates more commission, and helps your clients get to their savings goals faster.
RRSP Loan Promotion: 0.50% Discount on RRSP Loans issued from November 6, 2023 to February 9, 2024
Support Materials
RRSP-TFSA - Launch of the promotional campaign
- By February 29, 2024, each of your clients who contributes to an RRSP or TFSA has a chance to win $5,000.
- By contributing before January 31, 2024, they double their chances of winning! Please note that clients are automatically entered when they make a contribution.
