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Semi-annual client statements as of December 31 will soon be available and a few new notes will be included to explain various changes regarding the holding of some products as well as the availability of documents. Here is an overview of these notes.

iA Financial Group is proud to announce that the U.S. Dividend Growth (iA) fund in its lineup has received the prestigious LSEG Lipper Fund Award for 2024.

In March 2024, we improved the flexibility of the ADO in our iA PAR participating life insurance product. Here are some important clarifications that will allow you and your clients to take full advantage of this solution!

Effective January 1, 2025, new rules apply for the Quebec Life Income Fund (LIF). 

With attractive returns in 2024, now’s a good time to reset your clients’ guarantees.

Here are a few changes to the EVO Insurance sales tool that will be effective as of November 22:  

We are providing you with a table of the different fiscal allocations for our fund lineup in the Classic Series 75/75 of the IAG SRP, year-to-date, as at October 31, 2024.

To improve client and advisor experience when making a claim, we have updated the online life insurance form and added an information page before the critical illness form.

The November 5 U.S. election results delivered surprises, particularly in the extent of the Republican sweep. Learn more about the economic impacts of Trump's fiscal policies and the implications for investment asset classes.

Discover the latest publications by Dan Rohinton, Portfolio Manager at iAGAM.