Coby Duffer Email & Phone Number

Keller, Tx, Us

Austin, Texas, United States

Texas, United States

Founded in 1892 with a goal to protect legacies and secure financial futures, iA Financial Group has become one of the largest insurance and wealth management companies in Canada with $189B in assets and over 7,000 employees and a Canadian Dealer Services division that is #1 in the Canadian F&I market. Recently investing in SouthwestRe, DAC, and IAS we are working quickly to integrate all three companies into one. Matching iA’s original vision, we ensure our clients’ financial success all while “driving peace of mind” for their customers. By bringing all of our capabilities together, including the insurance company DAC, we have complete control over everything you need to successfully run your F&I business – products, administration, accounting, training, wealth management, compliance, and lead-generation platforms. We bring all of these together in a one-stop shop to help you succeed. This also means that we can get these things to you quickly and efficiently, helping you capture opportunities while keeping your customer our concern.

United States

Vision-driven decision-making skill development for companies, teams, families and individuals.PADed decisions breathe the life into your company’s core values and vision that inspirational posters and slogans can’t.Decisions lead to actionable steps and results! Decisions lead to momentum and revenue! Yet, how do you ensure that the right decisions are being made? Employees at every level are constantly making decisions. Those decisions point to one of two things: building your company up or tearing it down. If all of your core values were met with consistency, would you see the results you desire? If so, let’s ensure that your team’s decision-making points to meeting your corporate vision and core values. If not, let’s adjust the vision and values so that you will see the desired results once they are met. Then we can put a process in place so that corporate decision-making aligns with the adjusted core values and new corporate vision.The PAD Method is designed with the flexibility to Align with any company’s or individual’s core values. Once we build in that alignment, it is assured that decisions using PAD will directly reflect and take into consideration those core values.