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Did you know...

Jun 28, 2022 9:23:17 AM / by iA category Tools

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Did you know that preparing for your absence from work is essential?

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To make changes to an insurance policy, think EVO!

Jun 22, 2022 1:53:35 PM / by iA category Tools

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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!

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Did you know...

May 30, 2022 11:25:24 AM / by iA category Tools

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Did you know that the Business Tracker is the perfect tool for updating your files before leaving on vacation?

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Did you know...

Apr 18, 2022 7:00:00 AM / by iA category Insurance, Tools

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Did you know…that iA Financial Group is the leader in term life insurance with the most policies sold in Canada?

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The Fund Performance and Overview page expands its horizons

Apr 13, 2022 9:32:47 AM / by iA category Tools

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Showing net returns starting at 6 months is good… but presenting 1‑month and 3‑month horizons as a complement is even better!

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Did you know…

Mar 23, 2022 11:58:02 AM / by iA category Savings, Tools

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The 2022 Tax reference sheet is now available!

Feb 7, 2022 7:00:00 AM / by iA category Savings, Tools

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The 2022 tax reference sheet (F13-645A) is now available in the Document Centre and can be ordered from your provisioning centre.

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Top 3 features to get to know in EVO Insurance

Feb 3, 2022 8:30:00 AM / by iA category Insurance, Tools

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Do you use these essentials in your day-to-day business?

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My Client Space | Talk your clients into providing their email address

Jan 26, 2022 8:53:54 AM / by iA category Savings, Tools

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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.

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My Client Space | Changes to the login experience

Dec 16, 2021 9:00:00 AM / by iA category Tools

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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.

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