The brand-new withdrawal tool is now available in EVO Savings🥳!
March 16, 2026
Topic: Savings
March 16, 2026
Topic: Savings
Simplify your operations and enhance your clients' experience! The banking information section of all EVO Savings tools has been improved.
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.
March 11, 2026
Topics: Insurance, Digital evolution
As of March 30, 2026, there will be an updated Access Life declaration of insurability in EVO. It will include revised and simplified questions to help you determine your clients’ eligibility.
March 6, 2026
Topic: Savings
The Canada Revenue Agency began processing returns on February 23 and many of your clients will soon be receiving their tax refund.
March 4, 2026
Topic: Insurance
Effective March 16, 2026, we will be introducing changes to underwriting guidelines for newcomers for all insurance applications.
March 2, 2026
Topics: Insurance, Digital evolution
Starting March 30, 2026, traditional life insurance (term and whole life) will be integrated into the modernized experience, allowing you to perform self-service transactions in real time directly in your Advisor Centre.
Along with modernization, changes are being made to some of the products. Review these changes now so you’re ready to adjust your sales strategies and support your clients more effectively.
February 23, 2026
Topic: Savings
The 2026 tax reference sheet and its appendix on maximum life income fund (LIF) withdrawals are now available in the Document Centre.
February 20, 2026
Topic: Savings
Portfolio manager Mark Schmehl presents his analysis of the U.S. software sector, revealing the factors driving this trend, his outlook for 2026, and the opportunities he sees in this market segment and beyond.
February 18, 2026
Topic: Insurance
To improve our clients’ experience and reduce claim processing times, we are introducing two initiatives that are simplifying our processes and enhancing our efficiency.
