iA CONNECTED

Get ahead by registering for the Savings and Investment Conferences. This is a must-attend event to help you keep raising the bar.

The portfolio manager changes announced earlier this year are now in effect.

The term life insurance campaign continues with another key segment: pre-retirees.

Starting September 3, certain critical illness insurance files that include rated premiums or exclusions will be processed faster thanks to the increasing automation and simplification of our underwriting process. 

A few weeks ago, we launched our campaign to promote critical illness insurance, with the goal of helping clients protect their goals, their families and their financial security while they are still in good health. Discover why our plan stands out!

Effective September 3,  2026, we are changing certain underwriting requirements to improve your clients’ experience. These changes are intended to simplify the underwriting process, reduce certain processing delays, and enable more point-of-sale decisions when the applicable criteria are met.

Since August 17, clients who get lab tests as part of an application for life, critical illness or disability insurance (excluding Assure&go products) will be able to view their lab results online through the ExamOne secure portal. 

As students head back to school, RESP withdrawal season for post-secondary education is underway!

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.