Make Genesis your UL of choice: reduced level insurance costs and modified surrender charge period for yearly renewable term (YRT) insurance costs. Also discover the brand new product brochure!
April 19, 2024
Topic: Insurance
Our term life insurance lineup combines flexibility, easy renewal, instant decision up to $2M, and much more! Find out what’s made us an industry leader in term life insurance and share the benefits with your clients.
April 3, 2024
Topic: Insurance
In order to adapt our offering to today’s economic context and the changing financial reality of clients, we are significantly increasing the maximum disability and overhead expense benefit amounts under our Superior Program and Universal Loan Insurance.
March 27, 2024
Topics: Insurance, Miscellaneous, Savings
Did you know that in 2021, 23%* of the Canadian population was considered newcomers? Help guide newcomers to financial success and become their trusted advisor.
March 21, 2024
Topic: Insurance
Canadian financial institutions have reinforced their requirements for cashing cheques. In that respect, we are no longer permitted to cash a cheque issued to a client’s name even if it is endorsed by the client. Only cheques issued to iA Financial Group are now authorized.
March 6, 2024
Topic: Insurance
Additional deposit option (ADO) flexibility and term conversion to the iA PAR participating product.
February 19, 2024
Topic: Insurance
After a difficult year in 2022, marked by inflationary pressures and geopolitical tensions, 2023 proved more constructive, thanks to robust government and consumer spending, which gave momentum to North American economies and financial markets. However, despite solid performances in asset classes over the last year, there are still many unanswered questions surrounding the world’s economies.
January 8, 2024
Topic: Insurance
The iA PAR dividend scale interest rate increased from 6% to 6.25% on January 1. For full details of this increase, please refer to the November 10, 2023 article.
November 24, 2023
Topic: Insurance
Your feedback is important to us: we have listened to your suggestions and improved our financial underwriting requirements to make it easier and quicker for your clients applying for life insurance over $5 million.
What are the changes?
Currently, an inspection report is required in all cases over $5,000,000, which may be time-consuming for both you and your clients. Our goal is to simplify the underwriting process and continue improving your client’s experience.
Effective November 24, 2023:
Important: You must notify us by email if you would like to replace the inspection report with the above documents. |
Advantages for you and your clients
- Simplify collection of financial information.
- Greater certainty about what financial information is required for underwriting.
- Reduced waiting times for underwriting decisions.
- Flexibility in how you can provide financial information for large, complex cases.
Updated documents
- Financial questionnaire (Q2A)
- Life insurance requirements grid (F13-166A-2)
- Field underwriting guide for representatives (F13-408A)
- Life insurance application (F101A)