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Good news!

Starting August 25, underwriting events related to policy change requests will be available in the Business Tracker within the Advisor Centre.

Good news: we’ve already done some of the work for you. As part of our critical illness insurance promotional campaign, many of you have received targeted lists in the secure messaging system in the Advisor Centre to quickly identify clients you should contact to help them protect what matters most.

Over the next few days, holders of an in-force iA Financial Group individual life insurance policy will receive an email introducing Empathy, a bereavement support service offered at no cost to eligible beneficiaries when a death claim is filed*. 

With the estate costs calculator, you can show your clients how choosing segregated funds versus mutual funds can affect the amount of wealth they pass on to their loved ones. 

In the first edition of Seg-fund edge, we highlight our funds whose net returns outperformed their peers in the same CIFSC¹ category (which includes both segregated and mutual funds) over the past 12 months. The results speak for themselves 👇

For each investment review, you will find an overview of the fund, the quarterly commentaries, the positioning and outlook as well as the investment process.

Form F51-383A, used in the death benefit payment process, has been redesigned to make your experience simpler and more efficient. The improvements are intended to make it easier to collect the required information and help speed up the processing of your requests  when submitting a claim.

Good news for your RESP accounts: you can now make withdrawals for post-secondary education online using the EVO Withdrawal tool.

Discover the winning strategies of Q2 and how they navigated through market turbulence.