Loss Support
Discover Empathy
iA Financial Group gets ahead in providing compassionate guidance to families when they need it most. In partnership with Empathy, we provide comprehensive support to help our clients’ loved ones navigate the emotional and practical challenges that follow a loss. This service is offered at no cost to beneficiaries of individual life insurance policies.
Key numbers
in savings
hours saved per family
Average rating given after a session with a care manager
of families supported by Empathy say they feel better after using their services.
Personalized support
Every grieving experience is deeply personal. Empathy supports families as they navigate what they are going through, with all the complexity that entails.
1. Meet with a care manager
2. Get a step-by-step plan
3. Manage the logistics
4. Look after emotional needs
5. Access ongoing support
6. Join the Empathy community
Services
Empathy offers a range of bereavement support services
1 Emphathy support services are only available in Canada, at the time of the claim, for a maximum period of two years. iA Financial Group is not responsible for the services provided by Empathy. Please note that iA Financial Group reserves the right to modify or withdraw access to Empathy’s service offer at any time.Funeral planning
- Support to help you find a funeral home and coordinate the necessary arrangements
- Confidential quotes from funeral services
- Obituary writing
- Funeral invitations
- Help with finding financial resources
Applying for benefits
- Identifying applicable benefits
- Finding and verifying benefit accounts
- Reducing the administrative burden
- Help with filling out forms and administrative documents
Managing accounts
- Closing accounts and cancelling subscriptions
- Coordinating with service providers
- Help with retrieving passwords and important documents
- Expediting procedures
Bereavement support
- Resources for coping with complex emotions and difficult times
- Help finding therapists and support groups
- Content tailored to emotional challenges
- Empathetic listening and compassionate support
Managing the home
- Tips for managing responsibilities, tasks and decisions related to the home
- Management of urgent tasks
- Help finding a cleaning service
- Answers to questions about debt, mortgages and property transfer
Estate settlement
- Explanation of the steps involved in the estate settlement process and support throughout the process
- Help finding qualified professionals
- Help finding lawyers or notaries
- Assessment of whether probate is required
Starting the conversation
The great wealth transfer presents a strategic opportunity to grow your client base. With Empathy, you’re connected with your clients’ beneficiaries not only when they need support, but also throughout the relationship—during your client’s lifetime as well. This partnership allows you to build a connection earlier and in a natural, meaningful way.
Each tool below helps you initiate contact, establish trust and generate new business opportunities.
Inform your clients from the very first interaction
A ready-to-send email to introduce Empathy with tact and compassionate, right from the initial interactions
Send the email to my clientsReassure beneficiaries at the right time
A clear document to introduce the service and open up discussions
Send the brochureInvite beneficiaries with ease
Ready-to-use email and SMS invitations to encourage them to use Empathy when you file a claim on behalf of your clients’ beneficiaries
Send the emailAddress objections in a flash
Clear answers to frequently asked questions about grief support and Empathy’s services
View the answers in the FAQMastering the Empathy process from start to finish
A training presentation to help you understand the services offered and how the process works during a claim
Access the trainingQuickly understand the support available
Videos that illustrate the support process and the resources available to beneficiaries
Watch the videos