As of April 1, 2026, the medical second opinion service offered free of charge with critical illness insurance is now provided by Novus Health, a Canadian provider specializing in medical navigation and support.
April 7, 2026
Topic: Insurance
April 2, 2026
Topic: Savings
Effective since January 1 of this year, the new total cost reporting obligation (or CRM3) could change the way your clients view the management fees associated with their investments. This is for sure a topic worth discussing!
March 26, 2026
Topics: Insurance, Digital evolution
New term and whole life insurance sales are now fully integrated into the modernized experience! You can now complete more than 20 self-service transactions directly in the Advisor Centre, just like Access Life and Transition.
March 26, 2026
Topics: Insurance, Digital evolution
As of March 30, the modernized contract delivery experience will be available for new term and whole life insurance sales (already in place for Access Life and Transition).
March 26, 2026
Topic: Savings
Military tensions in the Middle East, fueled by escalating developments involving Iran, the United States, and Israel, have triggered a new wave of volatility across global financial markets.
March 25, 2026
Topic: Savings
Combining clarity and flexibility, F-Class is an option worth considering for certain clients with significant assets who may be particularly sensitive to fees following Total Cost Reporting (TCR) requirements.
March 24, 2026
Topic: Savings
Great news! We’ve lowered the management expense ratio (MER) of 13 segregated funds—including 4 index funds and all funds in the Indexia family! 🎉
March 17, 2026
Topic: Savings
Simplify your operations and enhance your clients' experience! The banking information section of all EVO Savings tools has been improved.
March 16, 2026
Topic: Savings
The brand-new withdrawal tool is now available in EVO Savings🥳!
March 12, 2026
Topic: Savings
The “Know Your Funds” brochure continues to be an essential guide to the full range of segregated funds offered by iA. It was recently updated, with special attention to the section on fund families.

