THE 360 NEWSLETTER
Transferring life insurance can sometimes get a little tricky. Read this article about rollovers and how they can help your client transfer their life insurance to either their spouse or child tax-free!
Read more this article from PPI’s Advisor Talk.
Also in this issue
- Availability of March 31, 2021 Statements
- Invitation to a Virtual Event – We’re Taking a Break!
- High Interest Savings Account (HISA) – National Bank Offer
- Investia Backgrounds and Best Practices Guide for your Virtual Client Meetings
- Invitation to a Webinar on ETF Tax Implications
- Reminder – 2020 Annual Review of Professional Activities (“ARPA”) Questionnaire
- Economic and Financial Bulletin – U.S. Stimulus Package (Industrial Alliance Investment Management)
- Invitation to Earth Day Webcast from iA Clarington
- PPI’s Spring Symposium – Positivity, Performance and Progress – New Frameworks for Success
- Invitation to iAW Monthly Investment Call – April 2021
- Monthly Market Snapshot – April 2021
- Monthly Target Asset Allocation Report – April 2021