iA CONNECTED

In the next few days, some of you will be receiving a survey by email from the external firm Ad hoc research.

Looking for a quick and easy way to increase your clients’ savings, protect their financial future and reach your sales goals faster? Nearly 90% of those who contribute to a savings plan using a pre-authorized debit (PAD) have not increased their contributions since at least 2021¹.

Good news! As part of our continuous improvement efforts, we have revised and enhanced our participating account explanatory and overview documents.

New versions of our Fund Facts and Information Folder documents, including data as of December 31, 2023, are now available.

We are continuing the 100% digital shift initiated throughout iA Financial Group and will stop printing Fund Facts documents for the IAG Savings and Retirement Plan (IAG SRP) F14-10A and for My Education+ F14-12A.

Save time and make your research easier with this new feature!

Your feedback is important to us. We have listened and improved our underwriting requirements to make it easier and quicker for your clients applying for life insurance over $3 million.

Over the past few months, the asset allocation team at iA Global Asset Management (iAGAM) has made changes to the underlying funds of its managed solutions.

Surprisingly, 52% of Canadians don’t have a retirement plan, and 31% of baby boomers¹ don’t know what percentage of their current income they will need in retirement². Knowing that, your guidance in helping clients come up with a retirement plan couldn’t be more invaluable.

Make Genesis your UL of choice: reduced level insurance costs and modified surrender charge period for yearly renewable term (YRT) insurance costs. Also discover the brand new product brochure!