--- 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\_image\_seul\_Dskp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_image_seul_Dskp.jpg) ![Hero\_Instant\_iA\_Modifie\_dsktp](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/Hero_Instant_iA_Modifie_dsktp.jpg) ### [Maximize your clients’ investment potential!](https://iaconnected.ia.ca/maximize-your-clients-investment-potential-hisa/tags/savings) September 17, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) Despite the persistently uncertain climate and the possibility of a slight increase in interest rates, stock markets nevertheless continue to offer strong growth potential. [Read Article](https://iaconnected.ia.ca/maximize-your-clients-investment-potential-hisa/tags/savings) --- ### [90 minutes to get ahead in savings](https://iaconnected.ia.ca/90-minutes-to-get-ahead-in-savings/tags/savings) September 16, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) Get ahead by registering for the Savings and Investment Conferences. This is a must-attend event to help you keep raising the bar. [Read Article](https://iaconnected.ia.ca/90-minutes-to-get-ahead-in-savings/tags/savings) --- ### [Segregated funds | Portfolio manager changes now in effect](https://iaconnected.ia.ca/segregated-funds-portfolio-manager-changes-now-in-effect/tags/savings) September 15, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) The portfolio manager changes [announced earlier this year](https://iaconnected.ia.ca/segregated-funds-change-of-portfolio-managers/tags/savings) are now in effect. [Read Article](https://iaconnected.ia.ca/segregated-funds-portfolio-manager-changes-now-in-effect/tags/savings) --- ### [Term life insurance | Protect what your clients have built](https://iaconnected.ia.ca/term-life-insurance-protect-what-your-clients-have-built/tags/insurance) September 14, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) The term life insurance campaign continues with another key segment: pre-retirees. [Read Article](https://iaconnected.ia.ca/term-life-insurance-protect-what-your-clients-have-built/tags/insurance) --- ### [Insurance | Files with rated premiums or exclusions are getting on the fast track!](https://iaconnected.ia.ca/insurance-policies-with-additional-ratings-or-exclusions-are-moving-into-high-gear/tags/insurance) September 4, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) 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.  [Read Article](https://iaconnected.ia.ca/insurance-policies-with-additional-ratings-or-exclusions-are-moving-into-high-gear/tags/insurance) --- ### [Critical illness insurance | Why our plan stands out](https://iaconnected.ia.ca/critical-illness-insurance-why-our-plan-stands-out/tags/insurance) September 3, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) 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! [Read Article](https://iaconnected.ia.ca/critical-illness-insurance-why-our-plan-stands-out/tags/insurance) --- ### [Disability and critical illness insurance files | Simplified requirements](https://iaconnected.ia.ca/disability-and-critical-illness-insurance-files-simplified-requirements) September 1, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) 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. [Read Article](https://iaconnected.ia.ca/disability-and-critical-illness-insurance-files-simplified-requirements) --- ### [Insurance | Online access to lab results: A new service offered by ExamOne](https://iaconnected.ia.ca/insurance-lab-results-now-available-online-with-examone) August 31, 2026 Topic: [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution) 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](https://www.examone.ca/) secure portal.  [Read Article](https://iaconnected.ia.ca/insurance-lab-results-now-available-online-with-examone) --- ### [RESP | Save time during the RESP withdrawal season](https://iaconnected.ia.ca/resp-save-time-during-resp-withdrawal-season/tags/savings) August 28, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) As students head back to school, RESP withdrawal season for post-secondary education is underway! [Read Article](https://iaconnected.ia.ca/resp-save-time-during-resp-withdrawal-season/tags/savings) --- ### [Business Tracker | More visibility into policy change requests requiring underwriting](https://iaconnected.ia.ca/business-tracker-more-visibility-for-your-policy-change-requests/tags/digital-evolution) August 25, 2026 Topic: [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution) **Good news!** Starting August 25, underwriting events related to policy change requests will be available in the Business Tracker within the Advisor Centre. [Read Article](https://iaconnected.ia.ca/business-tracker-more-visibility-for-your-policy-change-requests/tags/digital-evolution) --- 1 of 14 [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) ... [14](https://iaconnected.ia.ca/page/14) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### Categories - [Digital evolution (28)](https://iaconnected.ia.ca/tag/digital-evolution) - [Economic news (4)](https://iaconnected.ia.ca/tag/economic-news) - [Insurance (56)](https://iaconnected.ia.ca/tag/insurance) - [Miscellaneous (6)](https://iaconnected.ia.ca/tag/miscellaneous) - [Portfolio Managers (9)](https://iaconnected.ia.ca/tag/portfolio-managers) - [Savings (50)](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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