--- title: "iA CONNECTED: Information for advisors and distributors" description: Ongoing source of information for advisors and partners of iA Financial Group. News, tips and useful tools for your work. image: https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/OG_PROJ-19-6_Hero_INSTANT_IA_EN.jpg --- [![iA-EN](https://iaconnected.ia.ca/hubfs/iAAH/Common/Logos/iA-EN.svg "iA-EN")](https://iaconnected.ia.ca/) [FR](https://linstantia.ia.ca/) # iA CONNECTED Your ongoing source of information. ![Hero\_Principal\_small](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/Hero_Principal_small.webp) ![Hero\_Principal\_small](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/Hero_Principal_small.webp) ### [New compensation model: CB2 is now available](https://iaconnected.ia.ca/new-compensation-option-cb2-is-available/tag/savings) October 26, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) A new compensation model has been added to iA segregated fund offerings: the 2-year chargeback (CB2). This new option combines a competitive sales commission and a 24-month commission chargeback period.  [Read Article](https://iaconnected.ia.ca/new-compensation-option-cb2-is-available/tag/savings) --- ### [Five new segregated funds to get your RRSP-TFSA-FHSA Campaign off to a strong start](https://iaconnected.ia.ca/launch-of-five-new-segregated-funds/tags/savings) October 26, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) Enhanced lineup. Distinctive solutions. Proven leadership. [Read Article](https://iaconnected.ia.ca/launch-of-five-new-segregated-funds/tags/savings) --- ### [Total cost reporting | Earn 1 CE credit with the new training!](https://iaconnected.ia.ca/total-cost-reporting-new-training/tags/savings) October 21, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) We’ve been telling you about this all year long: the new total cost reporting requirement will change how fees appear on the clients’ annual investment statement, and you need to be prepared to discuss this topic with them. It will be January before you know it –in 3 short months actually!  [Read Article](https://iaconnected.ia.ca/total-cost-reporting-new-training/tags/savings) --- ### [Insurance | Use the right title to showcase your expertise](https://iaconnected.ia.ca/use-the-right-title-to-showcase-your-expertise-2026/tags/insurance) October 15, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) Your professional title highlights your expertise. Make sure it complies with the rules in the province where you practice. [Read Article](https://iaconnected.ia.ca/use-the-right-title-to-showcase-your-expertise-2026/tags/insurance) --- ### [iA Campus | Learning at your pace](https://iaconnected.ia.ca/ia-campus-learning-at-pace/tags/miscellaneous) October 15, 2026 Topic: [Miscellaneous](https://iaconnected.ia.ca/tag/miscellaneous) Looking for a simple way to expand your knowledge of our products, solutions, and tools? Visit iA Campus, our online training platform. [Read Article](https://iaconnected.ia.ca/ia-campus-learning-at-pace/tags/miscellaneous) --- ### [Insurance | Beneficiary changes: Take the fast track](https://iaconnected.ia.ca/beneficiary-changes-take-the-fast-track/tags/digital-evolution) October 15, 2026 Topic: [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution) Did you know that you can change or correct a beneficiary’s name online for all policies that are part of the modernized experience?\* [Read Article](https://iaconnected.ia.ca/beneficiary-changes-take-the-fast-track/tags/digital-evolution) --- ### [Insurance | Instant billing changes](https://iaconnected.ia.ca/insurance-instant-billing-changes/tags/digital-evolution) October 9, 2026 Topic: [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution) You and your clients can make several billing changes online, directly through the Advisor Centre and My Client Space. [Read Article](https://iaconnected.ia.ca/insurance-instant-billing-changes/tags/digital-evolution) --- ### [Claims | New life insurance confirmation of eligibility](https://iaconnected.ia.ca/claims-new-life-insurance-confirmation-of-eligibility/tags/insurance) October 5, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) Starting in October 2026, we will gradually begin issuing new confirmation of eligibility notices for certain life insurance claims. This approach will first be tested with a select group of clients and then made available to all eligible clients in 2027. [Read Article](https://iaconnected.ia.ca/claims-new-life-insurance-confirmation-of-eligibility/tags/insurance) --- ### [iA Financial Group: we are Canada's leader in term insurance](https://iaconnected.ia.ca/ia-financial-group-we-are-canadas-leader-in-term-insurance/tags/insurance) September 29, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) As Canada's leader in term life insurance1, we continue to set the standard and provide advisors with competitive products designed to help more clients qualify, protect their loved ones and achieve their financial goals with confidence. [Read Article](https://iaconnected.ia.ca/ia-financial-group-we-are-canadas-leader-in-term-insurance/tags/insurance) --- ### [Life insurance | The right coverage starts with the right questions](https://iaconnected.ia.ca/life-insurance-the-right-coverage-starts-with-the-right-questions/tags/insurance) September 29, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) On October 5, the life insurance application will be updated to include the [Financial Underwriting Guidelines.](https://iaa.secureweb.inalco.com/cw/-/media/documents-repository/individual-insurance-savings-and-retirement/individual-insurance/2026/05/financial-underwriting-guidelines.pdf)This will allow you to confirm that the coverage you recommend is adapted to your client’s financial situation.     [Read Article](https://iaconnected.ia.ca/life-insurance-the-right-coverage-starts-with-the-right-questions/tags/insurance) --- 1 of 15 [1](https://iaconnected.ia.ca/page/1) [2](https://iaconnected.ia.ca/page/2) [3](https://iaconnected.ia.ca/page/3) [4](https://iaconnected.ia.ca/page/4) [5](https://iaconnected.ia.ca/page/5) ... [15](https://iaconnected.ia.ca/page/15) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### Categories - [Digital evolution (30)](https://iaconnected.ia.ca/tag/digital-evolution) - [Economic news (4)](https://iaconnected.ia.ca/tag/economic-news) - [Insurance (60)](https://iaconnected.ia.ca/tag/insurance) - [Miscellaneous (8)](https://iaconnected.ia.ca/tag/miscellaneous) - [Portfolio Managers (9)](https://iaconnected.ia.ca/tag/portfolio-managers) - [Savings (54)](https://iaconnected.ia.ca/tag/savings) ### Stay informed [![Your tools](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-tools-en.png "Your tools")](https://iaconnected.ia.ca/your-tools) [![Procedures and FAQ](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-PROCEDURES-en.png "Procedures and FAQ")](https://iaconnected.ia.ca/useful-links) ![La compil macro](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/WGAM-1-7_Microsite_Playlist_Macro_PPT2_1920x1080_EN.jpg) ### The economic ideas driving the markets! 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