Did you know that preparing for your absence from work is essential?
Latest News
To make changes to an insurance policy, think EVO!
Need to make a change to an in-force insurance policy? EVO lets you get the job done fast, with e-signature - now available for almost all change requests, even those requiring underwriting analysis!
Did you know that the Business Tracker is the perfect tool for updating your files before leaving on vacation?
Did you know…that iA Financial Group is the leader in term life insurance with the most policies sold in Canada?
The Fund Performance and Overview page expands its horizons
Showing net returns starting at 6 months is good… but presenting 1‑month and 3‑month horizons as a complement is even better!
The 2022 Tax reference sheet is now available!
The 2022 tax reference sheet (F13-645A) is now available in the Document Centre and can be ordered from your provisioning centre.
Top 3 features to get to know in EVO Insurance
Do you use these essentials in your day-to-day business?
My Client Space | Talk your clients into providing their email address
Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.
My Client Space | Changes to the login experience
We would like to inform you that during the month of April, your clients may notice some visual changes on the My Client Space login page.
