--- title: "iA CONNECTED: Information for advisors and distributors (10)" description: Ongoing source of information for advisors and partners of iA Financial Group. News, tips and useful tools for your work. (10) image: https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2025/OG_PROJ-19-6_Hero_INSTANT_IA_EN.jpg --- [![iA-EN](https://iaconnected.ia.ca/hubfs/iAAH/Common/Logos/iA-EN.svg "iA-EN")](https://iaconnected.ia.ca/) [FR](https://linstantia.ia.ca/) # iA CONNECTED Your ongoing source of information. ![Hero\_Principal\_small](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/Hero_Principal_small.webp) ![Hero\_Principal\_small](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/Hero_Principal_small.webp) ### [Save time with appointment booking on Facebook](https://iaconnected.ia.ca/save-time-with-appointment-booking-on-facebook/tags/digital-tools) January 9, 2026 Topic: [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution) Did you know? Facebook allows you to offer online appointment booking directly from your business page. [Read Article](https://iaconnected.ia.ca/save-time-with-appointment-booking-on-facebook/tags/digital-tools) --- ### [Identification: Form Updates](https://iaconnected.ia.ca/identification-form-updates/tags/insurance) January 8, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance)   Identity verification is a key component of Canada’s anti-money laundering and anti-terrorist financing (AML/ATF) regime.  [Read Article](https://iaconnected.ia.ca/identification-form-updates/tags/insurance) --- ### [Claims: New training module](https://iaconnected.ia.ca/claims-new-training-module/tags/insurance) December 11, 2025 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance)   A new training module is available online to help you guide clients through the claims process.   [Read Article](https://iaconnected.ia.ca/claims-new-training-module/tags/insurance) --- ### [Seg funds: A smart play this RRSP-TFSA season 🏆](https://iaconnected.ia.ca/seg-funds-a-smart-play-this-rrsp-tfsa-season/tags/savings) December 1, 2025 Topic: [Savings](https://iaconnected.ia.ca/tag/savings)   We kicked off our segregated funds campaign with a clear goal: help you demonstrate to clients how seg funds can help protect and grow their investments. [Read Article](https://iaconnected.ia.ca/seg-funds-a-smart-play-this-rrsp-tfsa-season/tags/savings) --- ### [Transition | Self-service transactions now available](https://iaconnected.ia.ca/transition-self-service-transactions/tags/digital-tools) November 24, 2025 Topics: [Insurance](https://iaconnected.ia.ca/tag/insurance), [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution)   **New Transition sales** now come with a modernized experience! You and your clients can perform several self-service transactions directly in the Advisor Centre and My Client Space, just like with Access Life. [Read Article](https://iaconnected.ia.ca/transition-self-service-transactions/tags/digital-tools) --- ### [Electronic changes now in EVO Insurance on the web!](https://iaconnected.ia.ca/e-change-in-evo-web/tags/digital-tools) November 24, 2025 Topics: [Insurance](https://iaconnected.ia.ca/tag/insurance), [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution)   You can now make your changes directly in the [web version of EVO](https://iaa.secureweb.inalco.com/MKMWPN23/home); no need to use EVO Desktop anymore! [Read Article](https://iaconnected.ia.ca/e-change-in-evo-web/tags/digital-tools) --- ### [Genesis UL | Smoothed Return Diversified Account maintained at 3.85% in 2026](https://iaconnected.ia.ca/genesis-9-2026-eng/tags/insurance) November 19, 2025 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) The credited rate for the Smoothed Return Diversified Account (SRDA) will remain at 3.85% from January 1, 2026, for Genesis universal life insurance policies. [Read Article](https://iaconnected.ia.ca/genesis-9-2026-eng/tags/insurance) --- ### [Genesis-IRIS | Rates maintained for SRIA and SRDA in 2026](https://iaconnected.ia.ca/genesis-iris-2026/tags/insurance) November 19, 2025 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) The credited rates of the following two Genesis-IRIS accounts will remain at 2025 levels from January 1, 2026. [Read Article](https://iaconnected.ia.ca/genesis-iris-2026/tags/insurance) --- ### [EquiBuild fund | Rate maintained at 6% for 2026](https://iaconnected.ia.ca/equibuild-legacy-2026/tags/insurance) November 19, 2025 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) As of January 1, 2026, the EquiBuild Fund Declared Rate will remain at 6.0%. [Read Article](https://iaconnected.ia.ca/equibuild-legacy-2026/tags/insurance) --- ### [Modernization of Transition critical illness insurance](https://iaconnected.ia.ca/transition-modification/tags/insurance) November 17, 2025 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance)   Starting November 24, the Transition product will offer an enhanced after-sales experience, allowing you to perform new [self-service transactions](https://iaa.secureweb.inalco.com/cw/individual-insurance-savings-retirement/digital-guide) in the Advisor Centre. This modernized experience comes with minor changes. [Read Article](https://iaconnected.ia.ca/transition-modification/tags/insurance) --- 10 of 15 [1](https://iaconnected.ia.ca/page/1) ... [8](https://iaconnected.ia.ca/page/8) [9](https://iaconnected.ia.ca/page/9) [10](https://iaconnected.ia.ca/page/10) [11](https://iaconnected.ia.ca/page/11) [12](https://iaconnected.ia.ca/page/12) ... [15](https://iaconnected.ia.ca/page/15) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. ### Categories - [Digital evolution (30)](https://iaconnected.ia.ca/tag/digital-evolution) - [Economic news (4)](https://iaconnected.ia.ca/tag/economic-news) - [Insurance (60)](https://iaconnected.ia.ca/tag/insurance) - [Miscellaneous (8)](https://iaconnected.ia.ca/tag/miscellaneous) - [Portfolio Managers (9)](https://iaconnected.ia.ca/tag/portfolio-managers) - [Savings (52)](https://iaconnected.ia.ca/tag/savings) ### Stay informed [![Your tools](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-tools-en.png "Your tools")](https://iaconnected.ia.ca/your-tools) [![Procedures and FAQ](https://iaconnected.ia.ca/hubfs/Covid_microsite/en/Button-PROCEDURES-en.png "Procedures and FAQ")](https://iaconnected.ia.ca/useful-links) ![La compil macro](https://iaconnected.ia.ca/hubfs/Individuel/instant-iA/2026/WGAM-1-7_Microsite_Playlist_Macro_PPT2_1920x1080_EN.jpg) ### The economic ideas driving the markets! 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