New term and whole life insurance sales are now fully integrated into the modernized experience! You can now complete more than 20 self-service transactions directly in the Advisor Centre, just like Access Life and Transition.
March 26, 2026
Topics: Insurance, Digital evolution
As of March 30, the modernized contract delivery experience will be available for new term and whole life insurance sales (already in place for Access Life and Transition).
March 26, 2026
Topic: Savings
Military tensions in the Middle East, fueled by escalating developments involving Iran, the United States, and Israel, have triggered a new wave of volatility across global financial markets.
March 25, 2026
Topic: Savings
Combining clarity and flexibility, F-Class is an option worth considering for certain clients with significant assets who may be particularly sensitive to fees following Total Cost Reporting (TCR) requirements.
March 24, 2026
Topic: Savings
Great news! We’ve lowered the management expense ratio (MER) of 13 segregated funds—including 4 index funds and all funds in the Indexia family! 🎉
March 17, 2026
Topic: Savings
Simplify your operations and enhance your clients' experience! The banking information section of all EVO Savings tools has been improved.
March 16, 2026
Topic: Savings
The brand-new withdrawal tool is now available in EVO Savings🥳!
March 12, 2026
Topic: Savings
The “Know Your Funds” brochure continues to be an essential guide to the full range of segregated funds offered by iA. It was recently updated, with special attention to the section on fund families.
March 11, 2026
Topics: Insurance, Digital evolution
As of March 30, 2026, there will be an updated Access Life declaration of insurability in EVO. It will include revised and simplified questions to help you determine your clients’ eligibility.
March 6, 2026
Topic: Savings
The Canada Revenue Agency began processing returns on February 23 and many of your clients will soon be receiving their tax refund.

