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Recent Posts

Ad hoc survey: Share your experience with us

May 23, 2024

Topic: Savings

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

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90% of your clients could increase their pre-authorized debits (PADs)

May 17, 2024

Topic: Savings

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.

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iA PAR | New documents available

May 16, 2024

Topic: Insurance

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

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Fund Facts and Information Folders | New versions now available

May 15, 2024

Topic: Savings

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

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2024 Federal Budget | What you need to know

May 9, 2024

Topic: Economic news

Do you or your clients have questions concerning the impact of the measures presented in the 2024 federal budget?

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2024 FHSA contest | And the winner is...

May 7, 2024

Topic: Savings

The lucky winner of the 2024 FHSA “Your first home: it starts now” contest is Daniela Augusta Pereira, from Ontario.

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Upcoming editions of Fund Facts going digital

May 3, 2024

Topic: Savings

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.

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Social media | Top posts to share this May

May 2, 2024

Topic: Web and Social Media

Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram! 

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New addition to the Know Your Funds brochure

April 29, 2024

Topic: Savings

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

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NEW | Improved underwriting requirements for life insurance over $3 million

April 25, 2024

Topic: Insurance

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.

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