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We’ve been telling you about this all year long: the new total cost reporting requirement will change how fees appear on the clients’ annual investment statement, and you need to be prepared to discuss this topic with them. It will be January before you know it –in 3 short months actually! 

Your professional title highlights your expertise. Make sure it complies with the rules in the province where you practice.

Looking for a simple way to expand your knowledge of our products, solutions, and tools? Visit iA Campus, our online training platform.

Did you know that you can change or correct a beneficiary’s name online for all policies that are part of the modernized experience?*

Starting in October 2026, we will gradually begin issuing new confirmation of eligibility notices for certain life insurance claims. This approach will first be tested with a select group of clients and then made available to all eligible clients in 2027.

As Canada's leader in term life insurance¹, we continue to set the standard and provide advisors with competitive products designed to help more clients qualify, protect their loved ones and achieve their financial goals with confidence.

On October 5, the life insurance application will be updated to include the Financial Underwriting Guidelines.This will allow you to confirm that the coverage you recommend is adapted to your client’s financial situation.    

As part of the new total cost reporting requirement, and in anticipation of the new annual investment statement your clients will receive in January 2027, we’ve published an article in the Advice Zone for our savings clients.

Thanks to your expertise and the relationship of trust you have built with your clients, we have surpassed $50B in segregated fund assets under management!