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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: Digital tools

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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New feature on the Assure&go platform

April 25, 2024

Topics: Insurance, Digital tools

Good news! From now on, you can access all in-force policies for living benefits products on the Assure&go platform.

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Optimizations to our managed solutions

April 24, 2024

Topic: Savings

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.

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52% don’t have one! Do you know what we’re talking about?

April 23, 2024

Topic: Savings

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.

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Improvements to Genesis Universal Life Insurance (Genesis UL)

April 19, 2024

Topic: Insurance

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!

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iA Term Life Insurance | The MOST value for your clients

April 19, 2024

Topic: Insurance

Our term life insurance lineup combines flexibility, easy renewal, instant decision up to $2M, and much more! Find out what’s made us an industry leader in term life insurance and share the benefits with your clients. 

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Tax refund | Sow the idea and reap the recognition of your clients

April 17, 2024

Topic: Savings

A large proportion of your clients have received or will soon be receiving a tax refund that they’ll be tempted to use for different needs.

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