The time has finally come to say goodbye to paper forms! Thanks to the new EVO Simplifying Savings portal, opening a new Savings contract and making contributions in an existing contract can all be done online as of February 3rd! In order to accompany you in your promotional and training needs with your sales teams, we have designed several promotional and training tools specially for you.
Promotional video Feel free to show it during your events, training sessions or to share it on LinkedIn and Facebook. Link to the video in French: ia.ca/evo-epargne
Link to the video in English: ia.ca/evo-savings
Training module You've asked for it, well, here it is! In collaboration with the Training team, Sales, we are proud to present a complete training module on the EVO Simplifying Savings tool. Complete and interactive, you will be able to use it during your training sessions. Link to the training module : http://iaformation.adobeconnect.com/evosimplifying/
EVO presentation: Simplifying Savings portal, new issue, contribution and much more! You'll find attached to this email a presentation that will enable you to know everything you need to know on how the Savings component of EVO works. Feel free to use it in your training sessions!
User guide and Business Tracker reference guide The frequently asked questions document is a very practical guide to keep on hand at all times regarding the use of EVO Simplifying Savings. You also have a Business Tracker Quick-Reference document that will help you to support advisors. Both documents are available in the Document Centre of the Advisor Centre.
Have a nice day!
Mark Dziedzic
Regional Vice-President
Investments | 
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