All financial security advisors affiliated with iA Financial Group can benefit from the support of our experts in handling complex cases. However, one of these criteria must be met:
Policy with an annual premium of $10,000 or more
Single deposit of $500,000 or more
Client with a net worth of $3,000,000 or more
Our team of experts offers customized, simple, high-performance solutions that enable advisors to meet the specific needs of clients who meet one of the eligibility criteria.
Our support process is simple and places you at the heart of a collaborative approach with our experts.
Contact your Regional Sales Director - your starting point and project leader for all your high net worth cases.
Their role and responsibilities:
For more complex cases, your Regional Sales Director will connect with a Sales Director, Large Case and National Accounts.
Their role and responsibilities:
For even more complex cases, the Sales Director, Large Case and National Accounts assigned to your case will involve the Advanced Financial and Tax Solutions team.
Their role and responsibilities:
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