iA Excellence Becomes iA Financial Group

Integrating the operations of both companies will enable us to simplify the clients and advisor experiences by proposing a single way of doing business with iA Financial Group.

Read the FAQ Contact us

A natural alliance

The operations of Excellence Life Insurance Company and its parent company, Industrial Alliance Insurance and Financial Services Inc., are merged under the iA Financial Group brand, effective January 1, 2020.

This merger will ensure the synergy of both companies’ operations and improve operational efficiency.

The integration of our operations is primarily a matter of sound management and continuous improvement in favour of a seamless advisor experience and a simpler client experience under one major national brand.

Don’t worry! As a client, this merger will not impact you. This means you have no action to take and you will continue to enjoy the same products, conditions and commitment you enjoyed before.

Read the press release

Advisor section

DIGITAL SALES TOOLS

With Assure&go, you will still be able to provide clients with a digital sales experience. The library on Assure&go gives you access to all marketing resources and necessary forms for products available through the sales platform: Superior Program, Acci-Jet Program, Universal Loan insurance, Access Life, Cancer Guard, Term Life and Acci 7 PLUS.

Vision-R will remain the easy-to-use tool to track your new business (for products available through Assure&go). You can even track your compensation rate throughout the year.

MARKETING RESOURCES AND TOOLS

All general and personalized resources will be available in the Document Centre in the iA Advisor Centre

  • Applications
  • Brochures and flyers
  • Product guides
  • Forms
  • Sales tools and promotional documents

Same products, same commitment

Clients will continue to receive the quality service and comprehensive coverage they are used to without any impact on in-force policies or any further action on their side. All the information about living benefits products are now available on ia.ca.

Assurance_Invalidite_RGB

DISABILITY INSURANCE
Assurance_MaladieGrave_RGB

CRITICAL ILLNESS INSURANCE
Assurance_PretHypothecaire_RGB

MORTGAGE INSURANCE
Assurance_Vie_RGB

LIFE
INSURANCE

Frequently Asked Questions

FOR CLIENTS

All in-force policies will remain in force. Only the name and brand that appear on your documents will change as of January 1, 2020. All Excellence commitments will be honoured in full by iA Financial Group.

Claims are now be submitted online. To simplify and speed up the process, make sure you have your policy number on hand. To make a claim, complete the appropriate form.

Make a claim

No, the merger will have no impact on our clients, and there are no actions you need to take. You will continue to benefit from the same products, under the same conditions and with the same highly professional teams.

Beginning January 1, 2020, iA Financial Group will deduct your premiums from your bank account. You will see one of the following on your bank statement:

  • IND ALL ASS MTL
  • IND ALL MTL IN

No, you will have the same advisor with the same contact information.

Contact your advisor if you have any questions or concerns.

Although this is a longer-term goal, on the day of the merger you will not be able to see your Excellence contracts in your iA Financial Group My Client Space.

Our contact information will remain the same and when you contact us by phone or email after the January 2020 merger, you will be automatically redirected. We will continue to do business at the Excellence head office location, and we will forward all your mail to the right department.

iA Financial Group is one of the largest insurance and wealth management groups in Canada. In 2008, iA Financial Group acquired Excellence Life Insurance Company. Founded in 1892, it is also one of Canada’s largest public companies. iA Financial Group shares are listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares). To learn more, go to ia.ca

FOR ADVISORS

Apart from the change of brand and name, no modifications are planned. All current products are and will continue to be available following the merger in January 2020. The harmonization required between similar products from the two brands has already been completed. That being said, we will continue to fine tune certain details of the product offer after the merger.

Yes, Assure&go will be maintained as is. Apart from the brand change on January 1, 2020, no other changes are planned for Assure&go in connection with the merger.

Work is underway to determine the best way and time to consolidate the services offered in both advisor centres. It is therefore too early to provide more details in this regard. However, rest assured that the Vision-R centre will be maintained for as long as needed following the merger and that you will be properly informed of any changes at the appropriate time.

No, staff will not be relocated to Quebec City or to another building. The Excellence head office at 1611 Crémazie Boulevard East, Suite 900 in Montreal will simply become an iA Insurance place of business.

Current email and web addresses and phone numbers will remain valid after the merger, and you will be automatically redirected as required.

Make a claim

To submit a claim, you can now go to the iA Financial Group website and follow the instructions.

Start

Contact us

Travel Assistance