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Articles
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Follow Best Practices
Make your IRIS cases move smoothly by reading and
understanding the following documents available on the Extranet or by clicking
the links below (most go to http://www.inalco.com/documents/marketing/Default.aspx?Document=331)
o
A
must read
o
an
excerpt from the Advisor Guide which you can give clients and their tax
advisors
o
Includes
a handy checklist
o
review
the minimum requirements for income and assets, and “5 employee rule” for
corporate ownership
o
sample
included in the Advisor Guide
o
for
outside Quebec after September 2007; other versions available here
Financial
Pre-approval Of The Investment Loan
To quickly identify any issues with the financial underwriting,
request pre-approval of the investment loan. You can start the process before
you submit the life application or at the same time. You'll get a reply in
about a week.
When completing the loan application, be sure to submit all the
financial information (items with the triangle symbol --- essentially
everything but the loan agreement and the money). Getting the financial information
is generally the biggest obstacle. To avoid going back to your client for
missing information, carefully follow the instructions at the beginning on the
loan application. For personal loans, the credit analyst generally requires
proof for all assets listed.
If you have questions, feel free to call your IRIS Case
Coordinator
Other Tips
- Select
Money Market as the investment choice in the Genesis application.
- Inform
your client that they will write two cheques: one for the deposit to the policy
and another for the 2% loan interest due at the beginning of the year.
IRIS Case
Coordinators
For questions about IRIS administration, contact the IRIS
Case Coordinator in your Service Centre
Where
Toronto Service Centre
522 University Avenue
Currie Room, 2nd floor
Toronto,
M5G 1Y7
Canada
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Techniques include case support, education, seminars (for clients, colleagues and centres of influence), and general consulting.
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