The documents below are made available to you to facilitate the exchange of information with our teams and optimize the underwriting process.
The technical documents below are made available to you to deepen your understanding of the strategies and concepts or prepare their deployment.
The documents below are made available to you to support you in developing strategies.
iA Large case tool (Download and enable macros*)
This tool illustrates the following concepts:
iA Tax at death tool (Download and enable macros*)
This tool illustrates death tax.
Data Collection (Download and enable macros*)
iA Retirement and Critical Illness insurance tool (Download and enable macros*)
This tool calculates the financial impact of a critical illness during the retirement savings accumulation phase, assuming that the illness lasts for one year.
Data Collection (Download and enable macros*)
*If macros are blocked by your administrator:
The documents below are made available to you to facilitate the exchange of information with our teams.
The use of the masculine is to simplify the text.