iA CONNECTED

Did you know? Facebook allows you to offer online appointment booking directly from your business page.

Identity verification is a key component of Canada’s anti-money laundering and anti-terrorist financing (AML/ATF) regime. 

We discussed the new TCR requirement at the Savings and Investment Conference on October 22. As you know, this Canadian regulatory requirement takes effect on January 1, 2026.

A new training module is available online to help you guide clients through the claims process.  

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.

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.

You can now make your changes directly in the web version of EVO; no need to use EVO Desktop anymore!

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.

The credited rates of the following two Genesis-IRIS accounts will remain at 2025 levels from January 1, 2026.

As of January 1, 2026, the EquiBuild Fund Declared Rate will remain at 6.0%.