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Relive The Presentation
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Articles
Here are articles about 10-8 leveraging in chronological order:
Feel free to contribute more articles.
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
IRIS Case Coordinators
For questions about IRIS administration, contact the IRIS Case Coordinator in your Service Centre
Other Maps:
Via MichelinMaking the simple complicated is commonplace; making the complicated awesomely simple, that's creativity.
— Charles Mingus
Industrial Alliance provides more than general sales support.
Advanced Marketing helps you increase your revenue with ideas, insights and best practices.
Techniques include case support, education, seminars (for clients, colleagues and centres of influence), and general consulting.
This collaborative process has four steps: listening, learning, thinking and simplifying.
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