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Recent Posts

Fiscal allocations as at October 31, 2025

November 7, 2025

Topic: Savings

We are providing you with a table of the different fiscal allocations for our fund lineup in the Classic Series 75/75 of the IAG SRP, year-to-date, as at October 31, 2025.

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RRSP-TFSA-FHSA Campaign | $25,000 in prize money!

November 3, 2025

Topic: Savings

Faced with the current unpredictable economic climate and persistent market volatility, your clients need your expert advice more than ever to help them grow their savings and reach their goals.

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F4A-13 Conversion form | New version to be used

November 3, 2025

Topic: Insurance

 

A new, simplified and improved version of form F4A-13 Conversion is available in the Document Centre of your Advisor Centre.

Please note that you must start using this version as of today. Requests made using the former version won't be processed.

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Wealth Transfer | New resources in the Advisor Centre

October 30, 2025

Topics: Insurance, Savings

Wealth transfer is a major industry focus with over $1.3 trillion expected to change hands in Canada over the next decade. It represents a massive opportunity for those who are ready to seize it.

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Self-directed investing: how to stand out

October 23, 2025

Topic: Savings

A recent article on Advisor.ca highlights the growing appeal of self-directed investment platforms among Canadian investors. What does this trend mean for you as an advisor? It opens the door to a new way of demonstrating your value! 

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Two new self-service transactions!

October 16, 2025

Topics: Insurance, Digital evolution

 

You can now change banking details and payment day directly in the Advisor Centre, on your own, for all your in-force life insurance contracts!* These new features are in addition to those deployed for Access Life last April. 

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Changes to the GIF interest rate guarantee agreement

October 3, 2025

Topic: Savings

Starting October 3, the duration of the Guaranteed Interest Funds (GIF) rate guarantee agreement will be reduced from 60 to 45 days following the date of signature. 

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Use the Right Title to Showcase Your Expertise

October 1, 2025

Topic: Insurance

 

As an advisor, you hold a life insurance license and may present yourself to the public in a way that highlights this certification, provided you comply with applicable regulations.

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EVO Insurance and Assure&go: Important changes coming soon

September 30, 2025

Topics: Insurance, Digital evolution

 

Ever since it was introduced, EVO Insurance has been a huge success: to try it is to love it! Two important changes will come into effect on October 17, in EVO Insurance and Assure&go.

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Strike at Canada Post | Tell your clients to use the online services

September 29, 2025

Topic: Miscellaneous

Our normal operations could be disrupted by a postal service interruption related to the Canada Post strike.

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