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Transition | Self-service transactions now available

November 24, 2025

Topics: Insurance, Digital tools

 

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.

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Electronic changes now in EVO Insurance on the web!

November 24, 2025

Topics: Insurance, Digital tools

 

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

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Genesis UL | Smoothed Return Diversified Account maintained at 3.85% in 2026

November 19, 2025

Topic: Insurance

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.

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Genesis-IRIS | Rates maintained for SRIA and SRDA in 2026

November 19, 2025

Topic: Insurance

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

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EquiBuild fund | Rate maintained at 6% for 2026

November 19, 2025

Topic: Insurance

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

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Modernization of Transition critical illness insurance

November 17, 2025

Topic: Insurance

 

Starting November 24, the Transition product will offer an enhanced after-sales experience, allowing you to perform new self-service transactions in the Advisor Centre. This modernized experience comes with minor changes:

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iA PAR | 2026 dividend scale interest rate

November 12, 2025

Topic: Insurance

Find out the 2026 dividend scale rate, along with five major achievements over five years that highlight iA PAR's solidity.

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F4A-13 Conversion form | New version to be used

November 3, 2025

Topic: Insurance

 

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.

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Wealth Transfer | New resources in the Advisor Centre

October 30, 2025

Topics: Insurance, Savings

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.

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Two new self-service transactions!

October 16, 2025

Topics: Insurance, Digital tools

 

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. 

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