--- title: "iA CONNECTED: Information for advisors and distributors (4)" description: Ongoing source of information for advisors and partners of iA Financial Group. News, tips and useful tools for your work. (4) 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) ### [Term life insurance | Making a first insurance policy a smart new habit](https://iaconnected.ia.ca/term-life-insurance-making-a-first-insurance-policy-a-smart-new-habit/tags/insurance) July 22, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) The term life insurance campaign is entering a new phase. This time, we’re setting our sights on a high-potential segment: young adults. [Read Article](https://iaconnected.ia.ca/term-life-insurance-making-a-first-insurance-policy-a-smart-new-habit/tags/insurance) --- ### [Disability claims | Improved customer experience](https://iaconnected.ia.ca/disability-claims-improved-experience/tags/insurance) July 20, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance)   Do you have iA Excellence clients? If so, here’s some good news: we’ve harmonized business tracking for all clients to help you provide an improved experience.   [Read Article](https://iaconnected.ia.ca/disability-claims-improved-experience/tags/insurance) --- ### [Online transactions | Take the fast track!](https://iaconnected.ia.ca/online-transactions-take-the-fast-track/tags/digital-evolution) July 13, 2026 Topic: [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution) Say goodbye to paperwork and administrative red tape! Your requests are processed right away, compared to 7 to 14 days with paper forms. Enjoy a quick and seamless online experience to submit and modify your insurance contracts. [Read Article](https://iaconnected.ia.ca/online-transactions-take-the-fast-track/tags/digital-evolution) --- ### [Total Cost Reporting | New client webpage sneak peek + new statement screenshots on the Advisor Centre](https://iaconnected.ia.ca/tcr-new-client-webpage-sneak-peek/tags/savings) July 8, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) As we’ve mentioned before, the new requirement for total cost disclosure (or MRCC3) could change the way your clients view the management fees associated with their investments. Although it won’t be until January 2027 that they receive the new version of their annual investment statement, we thought it would be helpful to make this information available now on the company’s website. [Read Article](https://iaconnected.ia.ca/tcr-new-client-webpage-sneak-peek/tags/savings) --- ### [Claims: Navigate special cases](https://iaconnected.ia.ca/claims-navigate-special-cases/tags/insurance) July 6, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance)   Certain claims require special attention. This is true in the case of an out of country claim or a claim related to medical assistance in dying. [Read Article](https://iaconnected.ia.ca/claims-navigate-special-cases/tags/insurance) --- ### [The semi-annual investment statements soon available](https://iaconnected.ia.ca/the-semi-annual-investment-statements-soon-available/tags/savings) June 26, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) The semi-annual investment statements will soon be available. Take this opportunity to contact your clients! [Read Article](https://iaconnected.ia.ca/the-semi-annual-investment-statements-soon-available/tags/savings) --- ### [Segregated funds | Change of portfolio managers](https://iaconnected.ia.ca/segregated-funds-change-of-portfolio-managers/tags/savings) June 25, 2026 Topic: [Savings](https://iaconnected.ia.ca/tag/savings) On September 14, 2026, 4 segregated funds currently managed by external fund managers will be taken over by Tej Rai and Alex Bellefleur of iA Global Asset Management (iAGAM). [Read Article](https://iaconnected.ia.ca/segregated-funds-change-of-portfolio-managers/tags/savings) --- ### [EVO desktop | Decommissioned on June 22](https://iaconnected.ia.ca/evo-decommissioning/tags/insurance) June 22, 2026 Topic: [Insurance](https://iaconnected.ia.ca/tag/insurance) EVO desktop was decommissioned on June 22, 2026. [Read Article](https://iaconnected.ia.ca/evo-decommissioning/tags/insurance) --- ### [Organization as an applicant | E-signature now available in EVO Insurance](https://iaconnected.ia.ca/enhanced-electronic-signature-process/tags/digital-evolution) June 17, 2026 Topic: [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution) The electronic signature process has been optimized in [EVO Insurance](https://iaa.secureweb.inalco.com/MKMWPN23/Insurance) to provide you with an easier, faster and fully digital experience. [Read Article](https://iaconnected.ia.ca/enhanced-electronic-signature-process/tags/digital-evolution) --- ### [EVO Insurance | Digital by default for receiving documents](https://iaconnected.ia.ca/digital-by-default-evo/tags/digital-evolution) June 16, 2026 Topic: [Digital evolution](https://iaconnected.ia.ca/tag/digital-evolution) The **default setting** for receiving contract documents in [EVO Insurance](https://iaa.secureweb.inalco.com/MKMWPN23/Insurance) is now electronic only. Your clients will now be able to access their policy more quickly, securely and with no waiting, directly in their My Client Space. [Read Article](https://iaconnected.ia.ca/digital-by-default-evo/tags/digital-evolution) --- 4 of 15 [1](https://iaconnected.ia.ca/page/1) ... [2](https://iaconnected.ia.ca/page/2) [3](https://iaconnected.ia.ca/page/3) [4](https://iaconnected.ia.ca/page/4) [5](https://iaconnected.ia.ca/page/5) [6](https://iaconnected.ia.ca/page/6) ... [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! With Sébastien Mc Mahon and his team Visit the blog ### iAGAM Insights Stay up to date with Keys to the market, economic reviews from our experts and more! Read the articles | | | | | | | --- | --- | --- | --- | --- | - [Contact us](https://linstantia.ia.ca/contact-us) - [Advisor center](https://iaa.secureweb.inalco.com/MKMWPVP5/Home/NoAuth) - [Web showcase](https://web-showcase.ia.ca/) - [Accessibility](https://ia.ca/accessibility) - [Privacy and security](https://ia.ca/protection-personal-information) - [Terms of use](https://ia.ca/terms-use) - Cookies preference Get ahead © Industrial Alliance Insurance and Financial Services Inc. – iA Financial Group. All rights reserved.