IA Financial Group

JUNE 2025

• iA PAR | For a successful wealth transfer more here
• Did you know that 74% of Canadians are worried that they aren’t saving enough?
  read more here
• Does their mortgage insurance offer as much? more here

MAY 2025

• iA Participating Life Insurance (iA PAR) more here 
• Disability insurance | New Advisor Guide get it here

APRIL 2025

• Quickly generate sales with tax refunds more here
• “Liberation Day” | Your questions answered – more here

MARCH 2025

• U.S. Tariffs | Your questions answered by our experts – read more here

FEBRUARY 2025

• Market Conduct Standards Code | Start the year on the right foot! – more here
• Deepseek’s breakthrough | Porfolio manager Mark Schmehl’s take on it more here
• The 2025 Tax reference sheet is ready – get it here

JANUARY 2025

• New year, increased dividend scale – details here
• Market Conduct Standards Code | Start the year on the right foot! – read more here
• iA Term life insurance – Top 6 client segments – more here

DECEMBER 2024

• New rules for your clients holding a Quebec LIF – more here
• Boost your RRSP-TFSA-FHSA sales – ready to use templates and more – details here
• Labour dispute at Canada Post | Business continuity plan – more here
• It’s time to send your RRSP conversion requests!

Monthly Macro & Strategy |Back in Black: The Trump Election and Market Dynamics

read the article here

NOVEMBER 2024

• RRSP-TFSA-FHSA Campaign | More powerful than ever! – more here
• Client Contest: Get Smart with Term Life Insurance – more here
• iA PAR | Increased to 6.35% for 2025, more here
• Six new segregated funds: a diversified fund, a Canadian equity fund and four Indexia funds – details here
• It’s time to send your RRSP conversion requests!

OCTOBER 2024

• It’s time to send your RRSP conversion requests!
• 2024 Savings and Investment Conferences | Registration and agenda here
• Maximize your clients’ investment potential! more here

SEPTEMBER 2024

• A practical and helpful tool. Have you explored it? learn more here
• Social media | Top posts to share this September HERE

AUGUST 2024

• Client consent update | Collection and disclosure of personal information to other persons or organizations – more here
• Better planning for a better retirement | Tools to support your clients – more here
• Segregated funds | The advantage of talking about it – more here

JULY 2024

• Client consent update – more here
• UNDERWRITING CONNEXION : cover letters, preparing your clients for the application process and more get it all here
• Term life insurance premium reductions – read more here

JUNE 2024

MAY 2024

• iA PAR | New documents available
• Fund Facts and Information Folders | New versions now available – more here
• Improved underwriting requirements for life insurance over $3 million – more here

APRIL 2024

• iA Term Life Insurance | The MOST value for your clients – more here
• Term Life Insurance | The MOST value for your clients – more here
• 52% don’t have one! Do you know what we’re talking about? – more here
• Large Case Solutions | Discover all the expertise at your disposal – read more here
• Your clients aged 50-70 are being wooed: turn on the charm! – read more here
• Disability | Excellent news for you and your clients – more here

MARCH 2024

• NEW! A guide to Critical Illness – get it here
• Segregated funds | Opportunities to seize – more here
• Tax optimization and returns: from savings plans to insurance solutions – March 26 webinar – register here

FEBRUARY 2024

• Get the 2024 tax reference sheet here
• 2024 RRSP-TFSA campaign | Information and important dates – more here
• Disability insurance: Did you know that one in four Canadians are unable to cover an unexpected expense of $500? read more here

JANUARY 2024

• 1A connected – Jan. 20
• iA PAR – Kickstart 2024 – more here
• 2024 Market Outlook: What lies ahead?
• New communication tool: Underwriting Connexion! The goal is to give you a ”behind the scenes” view of iA underwriting, including insights and information to better serve you and your clients – details here

DECEMBER 2023

• RRSP/TFSA campaign and more! – details here
• Good news! Starting December 11, your clients can now contribute to their FHSA in the HISA. Those who contribute by December 31, 2023, will be able to benefit from a tax deduction for 2023. details here