As iA’s digital tools continue to evolve, the Interface Suite will soon be withdrawn.
Since our priority is to provide you with an unparalleled sales experience, we will continue to focus our efforts on the evolution of our EVO platform and as a result, we are announcing the withdrawal of The Interface Suite effective May 5, 2023, 4 PM (EST).
What does this change mean?
- A new way to access EVO Insurance
After May 5, the Interface Suite will invite you to perform an update, which will uninstall the software from your computer. At the same time, a new icon will be automatically placed on your desktop, which will become your new entry point for EVO Insurance:
Consult this document for more information. EVO Savings is not impacted. - EquiBuild closed to new sales from May 5, 4 PM (EST)
As a result of the above decisions and the considerable success of our participating life insurance (iA PAR) product, which allows us to meet the needs of our clients by offering a more competitive solution, EquiBuild will be closed to new sales as of May 5, 4 PM (EST).
Existing clients will continue to benefit from the latest enhancements to the EquiBuild Fund, such as the new asset allocation strategy and the revised smoothing formula applied to the returns earned on the Fund's assets.
Remember that the annual credited rate of the EquiBuild Fund for 2023 is 5.10%.
Any outstanding EquiBuild applications in the Interface Suite must be submitted by April 28, 2023. - Changes | Single Premium Annuities (SPA) and retirement income illustrations
Effective May 5, 4 PM (EST), SPAs will be subject to a minimum premium of one million dollars ($1M).
To request an illustration for a SPA of $1M or more, simply complete form F50-252A and send it to your iA customer service centre.
Remember that the FORLIFE Series is available for clients seeking a guaranteed income for life! The minimum premium to invest in the Income stage is $25,000.
If you use the Vision tool in the Interface Suite, we recommend that you use external tools from now on, such as Morningstar.
Questions?
For technical questions, contact the Help Desk:
- interface@ia.ca
- 1-888-610-5101
