IA Financial Group

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