iA CONNECTED

A new, simplified and improved version of form F4A-13 Conversion is available in the Document Centre of your Advisor Centre.

Please note that you must start using this version as of today. Requests made using the former version won't be processed.

Wealth transfer is a major industry focus with over $1.3 trillion expected to change hands in Canada over the next decade. It represents a massive opportunity for those who are ready to seize it.

A recent article on Advisor.ca highlights the growing appeal of self-directed investment platforms among Canadian investors. What does this trend mean for you as an advisor? It opens the door to a new way of demonstrating your value! 

You can now change banking details and payment day directly in the Advisor Centre, on your own, for all your in-force life insurance contracts!* These new features are in addition to those deployed for Access Life last April. 

Starting October 3, the duration of the Guaranteed Interest Funds (GIF) rate guarantee agreement will be reduced from 60 to 45 days following the date of signature. 

As an advisor, you hold a life insurance license and may present yourself to the public in a way that highlights this certification, provided you comply with applicable regulations.

Ever since it was introduced, EVO Insurance has been a huge success: to try it is to love it! Two important changes will come into effect on October 17, in EVO Insurance and Assure&go.

Our normal operations could be disrupted by a postal service interruption related to the Canada Post strike.

Explaining the benefits of segregated funds to clients can be complex — so we’ve created fresh, simplified ways to help you promote their unique benefits and added value. 

Before completing a PDF form, check whether your transaction can be carried out using our digital tools. You can do both insurance and savings and retirement transactions in just a few clicks: quickly, easily and without error.