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Upcoming editions of Fund Facts going digital

May 3, 2024

Topic: Savings

We are continuing the 100% digital shift initiated throughout iA Financial Group and will stop printing Fund Facts documents for the IAG Savings and Retirement Plan (IAG SRP) F14-10A and for My Education+ F14-12A.

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New addition to the Know Your Funds brochure

April 29, 2024

Topic: Savings

Save time and make your research easier with this new feature!

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NEW | Improved underwriting requirements for life insurance over $3 million

April 25, 2024

Topic: Insurance

Your feedback is important to us. We have listened and improved our underwriting requirements to make it easier and quicker for your clients applying for life insurance over $3 million.

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Optimizations to our managed solutions

April 24, 2024

Topic: Savings

Over the past few months, the asset allocation team at iA Global Asset Management (iAGAM) has made changes to the underlying funds of its managed solutions.

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52% don’t have one! Do you know what we’re talking about?

April 23, 2024

Topic: Savings

Surprisingly, 52% of Canadians don’t have a retirement plan, and 31% of baby boomers1 don’t know what percentage of their current income they will need in retirement2. Knowing that, your guidance in helping clients come up with a retirement plan couldn’t be more invaluable.

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Improvements to Genesis Universal Life Insurance (Genesis UL)

April 19, 2024

Topic: Insurance

Make Genesis your UL of choice: reduced level insurance costs and modified surrender charge period for yearly renewable term (YRT) insurance costs. Also discover the brand new product brochure!

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iA Term Life Insurance | The MOST value for your clients

April 19, 2024

Topic: Insurance

Our term life insurance lineup combines flexibility, easy renewal, instant decision up to $2M, and much more! Find out what’s made us an industry leader in term life insurance and share the benefits with your clients. 

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iA Large Case Solutions | Discover all the expertise at your disposal

April 8, 2024

Topic: Savings

A support service for advisors with clients who require more complex financial strategies in terms of sales concepts and tax optimisation of individual insurance and savings products.

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Disability | Excellent news for you and your clients

April 3, 2024

Topic: Insurance

In order to adapt our offering to today’s economic context and the changing financial reality of clients, we are significantly increasing the maximum disability and overhead expense benefit amounts under our Superior Program and Universal Loan Insurance.

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Your clients aged 50-70 are being wooed: turn on the charm!

March 27, 2024

Topic: Savings

Did you know that a large proportion of total savings contract withdrawals are made by clients aged between 50 and 70? This segment of your clientele is highly solicited by the competition because of their high level of assets. What can you do about it?

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