Service
Offering
Eligibility criteria
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:
Insurance
Policy with an annual premium of $10,000 or more
Savings
Single deposit of $500,000 or more
Detailed planning
Client with a net worth of $3,000,000 or more
What we do for you
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 approach
- Working closely with advisors to implement strategies that protect and grow their clients’ assets
- Ensuring clients objectives are met by providing advisors with knowledge and expertise throughout the entire process
- Providing advisors with materials, concepts and turnkey presentations
- Offering a comprehensive professional and human experience for both advisors and their clients
Our specialties
- Minimizing erosion of estate assets due to taxes on capital gains
- Coping with the loss of a shareholder, senior manager or key employee
- Establishing plans in order to attract and retain employees and management
- Implementing succession strategies for companies
- Maximizing the value of the business in the event of a death, disability or retirement
- Effective planning for retirement income
- Distributing estate assets to heirs equitably
- Leaving a legacy to the community
- And more!
Our process
Our support process is simple and places you at the heart of a collaborative approach with our experts.
STEP 1
Contact your Regional Sales Director - your starting point and project leader for all your high net worth cases.
Their role and responsibilities:
- Product illustrations
- Basic concept illustrations
- Questions about products
- Accompaniment throughout the process
STEP 2
For more complex cases, your Regional Sales Director will connect with a Sales Director, Large Case and National Accounts.
Their role and responsibilities:
- Specific analysis of the case
- Product illustrations
- Advanced concept illustrations
- Tax or legal issues
- Customized presentations for clients
STEP 3
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:
- Advanced tax, legal or accounting analysis
- Contact and follow-up with the client’s experts
- Production of tax memos or financial planning