iA CONNECTED

Did you know that events related to death benefit, critical illness and accelerated benefit claims being posted faster in Business Tracker allow you to better manage the support offered to claimants, clients and their beneficiaries?

iA Financial Group presents the new segregated funds portal in the Advisor Centre.

Our diverse, smart tools are at your disposal!

EVO, a simplified experience tailored to your reality!

Did you know that the death benefit guarantee reset is an excellent opportunity to show your value as an advisor to your clients and open the door to reviewing their needs for 2021?

On January 1, 2020, we merged iA Excellence and iA Financial Group. Since then, much work has been done to unify and harmonize your sales experience. Here is a summary of what’s been done and a peek at what’s to come.

But here’s the good news you’ve been waiting for – on October 30^th we are launching the client contribution tool in our award-winning iA Mobile app! 

Electronic signature in EVO Savings is now better than ever thanks to two significant improvements that we are proudly launching today, which are aimed at providing greater flexibility for your clients and a better user experience!

Good news! It is now possible to obtain, in just a few clicks, a list showing the fund performance for your block of business, presented by client, for the period you select.

With back-to-school in full swing, parents are learning just how much their children’s education costs.