COVID-19

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Latest News

Premium rate adjustment – Universal life and whole life insurance

Jul 9, 2020 2:28:26 PM / by iA category Insurance, Brokerage, Career

3 Comments

Given the current context and the low long-term interest rates, we are raising the premium rate for our universal life and whole life insurance products, effective July 27, 2020, the date on which a new version of the Interface Suite will be available. 

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Life insurance | Underwriting temporary easing measure

Jun 30, 2020 12:35:01 PM / by iA category Insurance

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One step closer to the easing of our medical requirements

We wish to inform you that the medical requirements (blood profile and vital signs) for life insurance face amounts of $301,000 to $500,00 for clients 51 to 55 inclusively are being temporarily suspended.

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Individual Insurance | Electronic contract delivery is now possible!

Jun 18, 2020 8:49:13 AM / by iA category Insurance, Tools, Brokerage, Career, WFG

3 Comments

The delivery of insurance contracts to clients is simpler than ever by means of electronic delivery! 

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Paramedical service providers resume appointments for medical testing

Jun 9, 2020 3:31:50 PM / by iA category News, Insurance, Brokerage, Career

2 Comments

In light of the Covid-19 pandemic, iA Financial Group previously suspended authorizing paramedical providers from making appointments with clients.  However, as the public health guidelines continue to be relaxed, iA can now allow paramedical providers to make an appointment with clients.

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Former iA Excellence | Assure&go: your new access to your clients’ documents

May 29, 2020 11:54:22 AM / by iA category Insurance, Tools, Brokerage, Career, WFG

2 Comments

Good news! Assure&go offers you more! You can now see most of your clients’ contract-related documents (former iA Excellence) issued after May 29 in the new My Business tab. 

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Brokerage Network | “How To” capsules and Update – Best Practices Guide – Electronic Signature

May 22, 2020 11:45:29 AM / by iA category Insurance, Savings, Tools, Brokerage

2 Comments

“How To” capsules | Quick tutorials

In recent weeks, our teams have worked tirelessly to develop tools to help you manage the new daily reality of non-face-to-face selling. 

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Career Network | “How To” capsules and Update – Best Practices Guide – Electronic Signature

May 22, 2020 11:45:17 AM / by iA category Insurance, Savings, Tools, Career

0 Comments

“How To” capsules | Quick tutorials

In recent weeks, our teams have worked tirelessly to develop tools to help you manage the new daily reality of non-face-to-face selling. 

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New! - Actions required to issue an insurance contract

May 11, 2020 3:55:27 PM / by iA category Insurance, Tools, Brokerage, Career, WFG

9 Comments

Are there any actions to be taken before your clients’ new contracts come into force? As of now, Individual Insurance has adopted a new and simple approach that ensures fast notifications and allows you to communicate with your clients at your convenience! All you have to do is pay close attention to the communications received from iA Financial Group.

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Disability in the time of confinement: Adaptive measures for new business on Assure&go

May 6, 2020 2:58:05 PM / by iA category Insurance, Tools, Brokerage, Career, WFG

2 Comments

In this time of forced confinement, which is currently affecting part of the population due to the COVID-19 crisis, we have made short-term modifications to our product offer. 

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New "How To" tutorial videos to facilitate non-face-to-face sales

Apr 29, 2020 3:53:25 PM / by iA category Insurance, Savings, Tools, Brokerage, Career, WFG

18 Comments

The past few weeks have brought a lot of changes which required you to adapt your work methods in terms of staying connected with your prospects and clients while keeping social distancing.

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