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Recent Posts

The newcomers | A world of new business opportunities!

June 21, 2023

Topics: Insurance, Miscellaneous, Savings

Did you know that 49% of new individual insurance clients in 2019, 2021 and 2022 are newcomers?

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Personal information | Awareness campaign for our existing clients

June 14, 2023

Topic: Miscellaneous

iA Financial Group’s priority is to protect its clients’ personal information, both to ensure their privacy and best serve them.

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FHSA | New information for you and your clients

June 7, 2023

Topic: Savings

With the arrival of the Tax-Free First Home Savings Account (FHSA), your clients may have questions about the product and its availability at iA Financial Group. Below you will find information to help you answer these questions.

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Insurance | Find answers to your questions in the Policies and Procedures Guide

May 25, 2023

Topic: Insurance

The Individual Insurance Policies and Procedures Guide has been updated so that you can easily find answers to your questions all in one place.

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Longevity: Helping your clients avoid outliving their retirement savings

May 25, 2023

Topics: Digital tools, Economic news

Factors such as healthy lifestyles and medical advances have resulted in a steady increase in life expectancy.

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Savings | New sales documents available soon

May 18, 2023

Topic: Savings

The new 2023 Information Folders and Fund Facts documents will be available for download and for order starting May 29th. 

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Business Tracker | Always more to simplify your business management

May 18, 2023

Topics: Insurance, Savings, Digital tools

Whether it’s to process your current requests, get notified of their progress or more readily target your sales opportunities, Business Tracker is an essential tool that is constantly being improved. Check frequently to get the most out of it!

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LAUNCH | Legacy - New specialized life insurance product

May 8, 2023

Topic: Insurance

iA Financial Group is proud to announce the launch of Legacy—a new specialized life insurance product. This addition completes the iA product line aimed at wealthy clients and business owners.

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Reminder: Diploma RESP closing soon for new sales

April 27, 2023

Topic: Savings

For guaranteed processing, Diploma applications and PAD increase requests must be received by May 12, 4pm (ET).
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Reminder: Deferred Sales Charge (DSC) option closing soon

April 27, 2023

Topic: Savings

For guaranteed on-time processing, transactions must be received by May 12, 4pm (ET).
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