A new training module is available online to help you guide clients through the claims process.
Your ongoing source of information.
December 11, 2025
Topic: Insurance
A new training module is available online to help you guide clients through the claims process.
December 1, 2025
Topic: Savings
We kicked off our segregated funds campaign with a clear goal: help you demonstrate to clients how seg funds can help protect and grow their investments.
November 24, 2025
Topics: Insurance, Digital evolution
New Transition sales now come with a modernized experience! You and your clients can perform several self-service transactions directly in the Advisor Centre and My Client Space, just like with Access Life.
November 24, 2025
Topics: Insurance, Digital evolution
You can now make your changes directly in the web version of EVO; no need to use EVO Desktop anymore!
November 19, 2025
Topic: Insurance
The credited rate for the Smoothed Return Diversified Account (SRDA) will remain at 3.85% from January 1, 2026, for Genesis universal life insurance policies.
November 19, 2025
Topic: Insurance
The credited rates of the following two Genesis-IRIS accounts will remain at 2025 levels from January 1, 2026.
November 19, 2025
Topic: Insurance
As of January 1, 2026, the EquiBuild Fund Declared Rate will remain at 6.0%.
November 17, 2025
Topic: Insurance
Starting November 24, the Transition product will offer an enhanced after-sales experience, allowing you to perform new self-service transactions in the Advisor Centre. This modernized experience comes with minor changes:
November 14, 2025
Topic: Savings
As of November 24, the electronic signature process in EVO New Issue will be simplified. As soon as the client signs, the transaction will be automatically confirmed and forwarded for processing. No further action or follow-up will be required on your part.
November 12, 2025
Topic: Insurance
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