Goodbye 2023! Hello 2024!
iA
Recent Posts
December 8, 2023
Topic: Economic news
The global economy continues to slow and inflation has eased further. This is why the Governing Council decided to hold the policy rate at 5%.
December 7, 2023
Topic: Savings
Good news! Starting December 11, your clients will be able to contribute to their FHSA in the HISA. Those who contribute by December 31, 2023, will be able to benefit from a tax deduction for 2023.
December 5, 2023
Topic: Web and Social Media
Generate sales opportunities using Web Showcase's ready-to-share posts. It's easy! Just copy and paste the content onto Facebook, LinkedIn or Instagram!
December 4, 2023
Topic: Savings
It's now official! The annual TFSA contribution limit will increase from $6,500 to $7,000 in 2024.
November 24, 2023
Topic: Insurance
Your feedback is important to us: we have listened to your suggestions and improved our financial underwriting requirements to make it easier and quicker for your clients applying for life insurance over $5 million.
What are the changes?
Currently, an inspection report is required in all cases over $5,000,000, which may be time-consuming for both you and your clients. Our goal is to simplify the underwriting process and continue improving your client’s experience.
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Effective November 24, 2023:
Important: You must notify us by email if you would like to replace the inspection report with the above documents. |
Advantages for you and your clients
- Simplify collection of financial information.
- Greater certainty about what financial information is required for underwriting.
- Reduced waiting times for underwriting decisions.
- Flexibility in how you can provide financial information for large, complex cases.
Updated documents
- Financial questionnaire (Q2A)
- Life insurance requirements grid (F13-166A-2)
- Field underwriting guide for representatives (F13-408A)
- Life insurance application (F101A)
November 21, 2023
Topic: Savings
It’s been a busy Fall at iA Financial Group, with the launches of the FHSA, Prestige 500, the new Global Dividend (iA) Fund and the Choose iA magazines.
