iA CONNECTED

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Assuris | Increased guaranteed levels of protection

October 13, 2023

Topics: Insurance, Savings, Insurance - Living Benefits

As of May 25 2023, Assuris has increased the levels of protection on all insurance and annuity products issued by Canadian member insurers. All iA Financial Group clients automatically benefit from this protection.

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Guaranteed interest funds | 1-year term at 5.00%

October 13, 2023

Topic: Savings

Discover all week's rates 👇

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Monthly Macro & Strategy | Where the global economy stands

October 12, 2023

Topic: Economic news

"With three quarters of the year already in the books, to say that the global economy has outperformed expectations so far is an understatement."

— Sébastien Mc Mahon, Adil Mahroug & Tuyen Tran, iAGAM

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FHSA: Coming to iA on November 13

October 11, 2023

Topic: Savings

This new savings vehicle, particularly popular with the 18-40 age group, will enhance your offering and provide your clients with a savings solution specially designed to facilitate first-time home ownership.

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New contracts | Change in the guarantee fee calculation method

October 11, 2023

Topic: Savings

Effective October 20, 2023, 4:00 pm (ET), a change will be made to the guarantee fee calculation method for new contracts.

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Social media | Top 3 posts to share this October

October 10, 2023

Topic: Web and Social Media

Use this Web Showcase content, ready to share on Facebook, LinkedIn or Instagram, to generate sales opportunities easily!

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Market Index Heat Map | Equity decline in the third quarter for most major regions

October 10, 2023

Topics: Economic news, Portfolio Managers

After a strong rally in equities in the first half of 2023, most major regions declined in the third quarter. In fixed income markets, government bond returns were negative across developed markets as the U.S. 10-year yield reached the highest level since 2007.

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Reminder | Best practices in client identity verification

October 10, 2023

Topics: Insurance, Savings

Client identity verifications must be thorough and carried out in accordance with the rules. Here is a useful reminder of the methods to use to comply with the law and detect certain indicators of money laundering.

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It’s time to send your RRSP conversion requests!

October 10, 2023

Topic: Savings

As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.

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Keys to the market | Canada added 64,000 workers in September

October 6, 2023

Topic: Economic news

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