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
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
- Brochures and flyers
- Product guides
- 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.
Frequently Asked Questions
Is my policy still in force? Will my coverage change?
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.
Does the claims process stay the same?
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
Do I have to do anything to ensure that my policy remains in force?
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.
Who will deduct my premium?
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
Will I lose my advisor?
No, you will have the same advisor with the same contact information.
Who should I contact if I have any questions or concerns?
Contact your advisor if you have any questions or concerns.
I am also an iA Financial Group client. Will I be able to see my Excellence contracts in My Client Space?
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.
Will the phone numbers, mailing addresses and email addresses change?
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.
Who is iA Financial Group?
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
Will Excellence products be modiﬁed?
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.
Will Assure&go be maintained?
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.
Will Vision-R be maintained?
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.
Will Excellence staff be relocated to Quebec City?
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.
Will I have to replace the Excellence contact information in my contact lists?
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
1611 Crémazie Boulevard East, Suite 900
Montreal, Quebec H2M 2P2
- Monday to Friday, 8:30 am to 5:00 pm (ET) 1-800-465-5818
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- Collect (all other countries): +1-514-875-3161
- Toll-free (Canada and the U.S.): 1-877-875-3161