iA CONNECTED

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.

Over the next few days, holders of an in-force iA Financial Group individual life insurance policy will receive an email introducing Empathy, a bereavement support service offered at no cost to eligible beneficiaries when a death claim is filed*. 

With the estate costs calculator, you can show your clients how choosing segregated funds versus mutual funds can affect the amount of wealth they pass on to their loved ones. 

In the first edition of Seg-fund edge, we highlight our funds whose net returns outperformed their peers in the same CIFSC¹ category (which includes both segregated and mutual funds) over the past 12 months. The results speak for themselves 👇

Form F51-383A, used in the death benefit payment process, has been redesigned to make your experience simpler and more efficient. The improvements are intended to make it easier to collect the required information and help speed up the processing of your requests  when submitting a claim.

Good news for your RESP accounts: you can now make withdrawals for post-secondary education online using the EVO Withdrawal tool.

The term life insurance campaign is entering a new phase. This time, we’re setting our sights on a high-potential segment: young adults.

Do you have iA Excellence clients? If so, here’s some good news: we’ve harmonized business tracking for all clients to help you provide an improved experience.  

Say goodbye to paperwork and administrative red tape! Your requests are processed right away, compared to 7 to 14 days with paper forms. Enjoy a quick and seamless online experience to submit and modify your insurance contracts.