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Monday, January 25, 2021 New regional office opens in Winnipeg. Saturday, November 21, 2020 Taking action for mental health: more important than ever. Wednesday, May 13, 2020.

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc. F51-122A(18-01) YOUR INVESTOR PROFILE Your investor profile How you decide to allocate your assets is the very heart of your financial strategy. It is therefore important that you take the time to determine what type of investor you are before deciding how best to allocate your assets. TRANSFER AUTHORIZATION FOR REGISTERED AND NON … TRANSFER AUTHORIZATION FOR REGISTERED AND NON-REGISTERED INVESTMENTS June 2019 F51-147A(19-06) F51-147A This form can be used for transferring the registered and non-registered plans, except RRIF to RRSP transfers, RRIF or RRSP to TFSA transfers, TFSA to RRIF or RRSP transfers, transfers due to death and transfers due to F13-1000A: FUND CODES AND MANAGEMENT EXPENSE RATIOS 2 New Only for the contract and series outlined in red, this fund is no longer available for new deposits and interfund transfers. Existing pre-authorized deposits (PADs) remain in effect (except those related

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MY CLIENT SPACEADVISOR CENTRETECHNICAL SUPPORTFAQDE Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account.

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Monday, January 25, 2021 New regional office opens in Winnipeg. Saturday, November 21, 2020 Taking action for mental health: more important than ever. Wednesday, May 13, 2020.

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc. F51-122A(18-01) YOUR INVESTOR PROFILE Your investor profile How you decide to allocate your assets is the very heart of your financial strategy. It is therefore important that you take the time to determine what type of investor you are before deciding how best to allocate your assets. TRANSFER AUTHORIZATION FOR REGISTERED AND NON … TRANSFER AUTHORIZATION FOR REGISTERED AND NON-REGISTERED INVESTMENTS June 2019 F51-147A(19-06) F51-147A This form can be used for transferring the registered and non-registered plans, except RRIF to RRSP transfers, RRIF or RRSP to TFSA transfers, TFSA to RRIF or RRSP transfers, transfers due to death and transfers due to F13-1000A: FUND CODES AND MANAGEMENT EXPENSE RATIOS 2 New Only for the contract and series outlined in red, this fund is no longer available for new deposits and interfund transfers. Existing pre-authorized deposits (PADs) remain in effect (except those related

to

F51-122A(18-01) YOUR INVESTOR PROFILE Your investor profile How you decide to allocate your assets is the very heart of your financial strategy. It is therefore important that you take the time to determine what type of investor you are before deciding how best to allocate your assets.

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc. LISTE DES FORMULAIRES ACCEPTÉES À noter que la subvention SEEAS ne sera pas payée pendant une periode indeterminée, suite à une suspension du programme annoncée par le gouvernement de la

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Participating life insurance. Permanent life insurance coverage designed to ensure tax-advantaged growth of your clients’ estates. iA PAR is intended to meet clients’ high expectations with respect to options, annual dividends and guaranteed surrender value. iA Participating Life Insurance (iA PAR) DISABILITY AND INCOME REPLACEMENT INSURANCE Disability and Income Replacement Insurance Acci-Jet Program Product description and features. The Acci-Jet Program is simplified issue disability insurance that offers comprehensive coverage in the event of an accident, soft tissue damage or illness.. The Acci-Jet Program offers the following coverage:

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc. IAG SAVINGS AND RETIREMENT PLAN INFORMATION FOLDER IAG SAVINGS AND RETIREMENT PLAN INDIVIDUAL VARIABLE ANNUITY CONTRACTS (NON-REGISTERED, RRSP/LIRA/LRSP, RRIF/LIF, TFSA) This document includes the IAG Savings and Retirement Plan Individual Variable Annuity Contract (Non-registered, TFSA, AGENT CODE - IAA.SECUREWEB.INALCO.COM In order to register, you will need your agent code. Your agent code includes six characters and contains numbers and letters. For example : G11111, 1111GG, 111GGG, 111GG1, etc. GENESIS-IRIS COLLATERAL LOAN FACILITY IA- Marketing Department February 2018 3 INTRODUCTION TO THE COLLATERAL LOAN FACILITY The Collateral Loan Facility (CLF) is a n immediate funding strategy that allows a policy owner or MY CLIENT SPACEADVISOR CENTREIATECHNICAL SUPPORTFAQDE Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account.

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Monday, January 25, 2021 New regional office opens in Winnipeg. Saturday, November 21, 2020 Taking action for mental health: more important than ever. Wednesday, May 13, 2020.

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Need Help. Document Centre F13-1000A: FUND CODES AND MANAGEMENT EXPENSE RATIOS 2 New Only for the contract and series outlined in red, this fund is no longer available for new deposits and interfund transfers. Existing pre-authorized deposits (PADs) remain in effect (except those related

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TRANSFER AUTHORIZATION FOR REGISTERED AND NON … TRANSFER AUTHORIZATION FOR REGISTERED AND NON-REGISTERED INVESTMENTS June 2019 F51-147A(19-06) F51-147A This form can be used for transferring the registered and non-registered plans, except RRIF to RRSP transfers, RRIF or RRSP to TFSA transfers, TFSA to RRIF or RRSP transfers, transfers due to death and transfers due to FIELD UNDERWRITING GUIDE FOR REPRESENTATIVES 5 General information Requirements – Critical Illness Insurance Age 0 $99,999 $100,000 $199,999 $200,000 $500,000 $500,001 $2,500,000 0-14

Declaration of

IAG SAVINGS AND RETIREMENT PLAN INFORMATION FOLDER IAG SAVINGS AND RETIREMENT PLAN INDIVIDUAL VARIABLE ANNUITY CONTRACTS (NON-REGISTERED, RRSP/LIRA/LRSP, RRIF/LIF, TFSA) This document includes the IAG Savings and Retirement Plan Individual Variable Annuity Contract (Non-registered, TFSA,

F1EA SIGNATURE FORM

Page 3 All applicants and proposed insureds (aged 16 years or older) must sign this form. We agree that a photocopy of this authorization is as valid as the original. MY CLIENT SPACEADVISOR CENTREIATECHNICAL SUPPORTFAQDE Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account.

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Monday, January 25, 2021 New regional office opens in Winnipeg. Saturday, November 21, 2020 Taking action for mental health: more important than ever. Wednesday, May 13, 2020.

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Need Help. Document Centre F13-1000A: FUND CODES AND MANAGEMENT EXPENSE RATIOS 2 New Only for the contract and series outlined in red, this fund is no longer available for new deposits and interfund transfers. Existing pre-authorized deposits (PADs) remain in effect (except those related

to

TRANSFER AUTHORIZATION FOR REGISTERED AND NON … TRANSFER AUTHORIZATION FOR REGISTERED AND NON-REGISTERED INVESTMENTS June 2019 F51-147A(19-06) F51-147A This form can be used for transferring the registered and non-registered plans, except RRIF to RRSP transfers, RRIF or RRSP to TFSA transfers, TFSA to RRIF or RRSP transfers, transfers due to death and transfers due to FIELD UNDERWRITING GUIDE FOR REPRESENTATIVES 5 General information Requirements – Critical Illness Insurance Age 0 $99,999 $100,000 $199,999 $200,000 $500,000 $500,001 $2,500,000 0-14

Declaration of

IAG SAVINGS AND RETIREMENT PLAN INFORMATION FOLDER IAG SAVINGS AND RETIREMENT PLAN INDIVIDUAL VARIABLE ANNUITY CONTRACTS (NON-REGISTERED, RRSP/LIRA/LRSP, RRIF/LIF, TFSA) This document includes the IAG Savings and Retirement Plan Individual Variable Annuity Contract (Non-registered, TFSA,

F1EA SIGNATURE FORM

Page 3 All applicants and proposed insureds (aged 16 years or older) must sign this form. We agree that a photocopy of this authorization is as valid as the original. F51-122A(18-01) YOUR INVESTOR PROFILE Your investor profile How you decide to allocate your assets is the very heart of your financial strategy. It is therefore important that you take the time to determine what type of investor you are before deciding how best to allocate your assets. TRANSFER AUTHORIZATION FOR REGISTERED AND NON … TRANSFER AUTHORIZATION FOR REGISTERED AND NON-REGISTERED INVESTMENTS June 2019 F51-147A(19-06) F51-147A This form can be used for transferring the registered and non-registered plans, except RRIF to RRSP transfers, RRIF or RRSP to TFSA transfers, TFSA to RRIF or RRSP transfers, transfers due to death and transfers due to

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.

TRAVEL INSURANCE

Product description and features. Whether your clients travel for a little fun in the sun, cross the border to do some shopping, or visit family in another province, they must make sure they are covered. REGISTERED EDUCATION SAVINGS PLAN (RESP) Registered Education Savings Plan (RESP) Diploma. Diploma targets the average family. It is designed mainly to help parents systematically set aside funds each EGAO NFOAON F51-208A November 2019 F51-208A(19-11) PAGE 1 OF 10 F51-208A EGAO NFOAON (No-reere v or ver e re oe e re)! IMPORTANT: IF THERE IS MORE THAN ONE APPLICANT/OWNER, COMPLETE THIS FORM FOR RIDERS AND ADDITIONAL BENEFITS GUIDE 5 INTRODUCTION Industrial Alliance products are designed to meet the specific needs of your clients. A variety of complementary insurance can therefore be added to each policy in the form of riders or SIMPLIFIED ISSUE LIFE INSURANCE Simplified Issue Life Insurance Access Life Product description and characteristics. Access Life is a simplified issue life insurance product for insureds between 6 months and 80 years of age who are more difficult to insure. AGENT CODE - IAA.SECUREWEB.INALCO.COM In order to register, you will need your agent code. Your agent code includes six characters and contains numbers and letters. For example : G11111, 1111GG, 111GGG, 111GG1, etc. CRITICAL ILLNESS INSURANCE Transition critical illness insurance is designed for anyone looking to minimize their financial strain and maintain their quality of life and financial security in the event of a critical illness. MY CLIENT SPACEADVISOR CENTRETECHNICAL SUPPORTFAQDE Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account.

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Monday, January 25, 2021 New regional office opens in Winnipeg. Saturday, November 21, 2020 Taking action for mental health: more important than ever. Wednesday, May 13, 2020.

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc. TRANSFER AUTHORIZATION FOR REGISTERED AND NON … TRANSFER AUTHORIZATION FOR REGISTERED AND NON-REGISTERED INVESTMENTS June 2019 F51-147A(19-06) F51-147A This form can be used for transferring the registered and non-registered plans, except RRIF to RRSP transfers, RRIF or RRSP to TFSA transfers, TFSA to RRIF or RRSP transfers, transfers due to death and transfers due to F13-1000A: FUND CODES AND MANAGEMENT EXPENSE RATIOS 2 New Only for the contract and series outlined in red, this fund is no longer available for new deposits and interfund transfers. Existing pre-authorized deposits (PADs) remain in effect (except those related

to

F1EA SIGNATURE FORM

Page 3 All applicants and proposed insureds (aged 16 years or older) must sign this form. We agree that a photocopy of this authorization is as valid as the original. FIELD UNDERWRITING GUIDE FOR REPRESENTATIVES 5 General information Requirements – Critical Illness Insurance Age 0 $99,999 $100,000 $199,999 $200,000 $500,000 $500,001 $2,500,000 0-14

Declaration of

IMPORTANT - IAA.SECUREWEB.INALCO.COM EE O AGE AGE OF EOD F20-205A January 2021 F20-205A(21-01) PDF PAGE 1 OF 2 Savings and Retirement Policy(ies) To: Life Insurance Policy(ies) Client’s first and last name: MY CLIENT SPACEADVISOR CENTRETECHNICAL SUPPORTFAQDE Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account.

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Monday, January 25, 2021 New regional office opens in Winnipeg. Saturday, November 21, 2020 Taking action for mental health: more important than ever. Wednesday, May 13, 2020.

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc. TRANSFER AUTHORIZATION FOR REGISTERED AND NON … TRANSFER AUTHORIZATION FOR REGISTERED AND NON-REGISTERED INVESTMENTS June 2019 F51-147A(19-06) F51-147A This form can be used for transferring the registered and non-registered plans, except RRIF to RRSP transfers, RRIF or RRSP to TFSA transfers, TFSA to RRIF or RRSP transfers, transfers due to death and transfers due to F13-1000A: FUND CODES AND MANAGEMENT EXPENSE RATIOS 2 New Only for the contract and series outlined in red, this fund is no longer available for new deposits and interfund transfers. Existing pre-authorized deposits (PADs) remain in effect (except those related

to

F1EA SIGNATURE FORM

Page 3 All applicants and proposed insureds (aged 16 years or older) must sign this form. We agree that a photocopy of this authorization is as valid as the original. FIELD UNDERWRITING GUIDE FOR REPRESENTATIVES 5 General information Requirements – Critical Illness Insurance Age 0 $99,999 $100,000 $199,999 $200,000 $500,000 $500,001 $2,500,000 0-14

Declaration of

IMPORTANT - IAA.SECUREWEB.INALCO.COM EE O AGE AGE OF EOD F20-205A January 2021 F20-205A(21-01) PDF PAGE 1 OF 2 Savings and Retirement Policy(ies) To: Life Insurance Policy(ies) Client’s first and last name:

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc. F51-122A(18-01) YOUR INVESTOR PROFILE Your investor profile How you decide to allocate your assets is the very heart of your financial strategy. It is therefore important that you take the time to determine what type of investor you are before deciding how best to allocate your assets. REGISTERED EDUCATION SAVINGS PLAN (RESP) Registered Education Savings Plan (RESP) Diploma. Diploma targets the average family. It is designed mainly to help parents systematically set aside funds each

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Participating life insurance. Permanent life insurance coverage designed to ensure tax-advantaged growth of your clients’ estates. iA PAR is intended to meet clients’ high expectations with respect to options, annual dividends and guaranteed surrender value. iA Participating Life Insurance (iA PAR) IMPORTANT - IAA.SECUREWEB.INALCO.COM EE O AGE AGE OF EOD F20-205A January 2021 F20-205A(21-01) PDF PAGE 1 OF 2 Savings and Retirement Policy(ies) To: Life Insurance Policy(ies) Client’s first and last name: IAG SAVINGS AND RETIREMENT PLAN INFORMATION FOLDER IAG SAVINGS AND RETIREMENT PLAN INDIVIDUAL VARIABLE ANNUITY CONTRACTS (NON-REGISTERED, RRSP/LIRA/LRSP, RRIF/LIF, TFSA) This document includes the IAG Savings and Retirement Plan Individual Variable Annuity Contract (Non-registered, TFSA, EGAO NFOAON F51-208A November 2019 F51-208A(19-11) PAGE 1 OF 10 F51-208A EGAO NFOAON (No-reere v or ver e re oe e re)! IMPORTANT: IF THERE IS MORE THAN ONE APPLICANT/OWNER, COMPLETE THIS FORM FOR MY CLIENT SPACEADVISOR CENTREIATECHNICAL SUPPORTFAQDE Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account.

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Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account. F13-1000A: FUND CODES AND MANAGEMENT EXPENSE RATIOS 2 New Only for the contract and series outlined in red, this fund is no longer available for new deposits and interfund transfers. Existing pre-authorized deposits (PADs) remain in effect (except those related

to

F51-122A(18-01) YOUR INVESTOR PROFILE Your investor profile How you decide to allocate your assets is the very heart of your financial strategy. It is therefore important that you take the time to determine what type of investor you are before deciding how best to allocate your assets. TRANSFER AUTHORIZATION FOR REGISTERED AND NON … TRANSFER AUTHORIZATION FOR REGISTERED AND NON-REGISTERED INVESTMENTS June 2019 F51-147A(19-06) F51-147A This form can be used for transferring the registered and non-registered plans, except RRIF to RRSP transfers, RRIF or RRSP to TFSA transfers, TFSA to RRIF or RRSP transfers, transfers due to death and transfers due to SIMPLIFIED ISSUE LIFE INSURANCE Simplified Issue Life Insurance Access Life Product description and characteristics. Access Life is a simplified issue life insurance product for insureds between 6 months and 80 years of age who are more difficult to insure. FIELD UNDERWRITING GUIDE FOR REPRESENTATIVES 5 General information Requirements – Critical Illness Insurance Age 0 $99,999 $100,000 $199,999 $200,000 $500,000 $500,001 $2,500,000 0-14

Declaration of

IAG SAVINGS AND RETIREMENT PLAN INFORMATION FOLDER IAG SAVINGS AND RETIREMENT PLAN INDIVIDUAL VARIABLE ANNUITY CONTRACTS (NON-REGISTERED, RRSP/LIRA/LRSP, RRIF/LIF, TFSA) This document includes the IAG Savings and Retirement Plan Individual Variable Annuity Contract (Non-registered, TFSA, GENESIS-IRIS COLLATERAL LOAN FACILITY IA- Marketing Department February 2018 3 INTRODUCTION TO THE COLLATERAL LOAN FACILITY The Collateral Loan Facility (CLF) is a n immediate funding strategy that allows a policy owner or MY CLIENT SPACEADVISOR CENTREIATECHNICAL SUPPORTFAQDE Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account.

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Insurance | Savings and Retirement. Group. Savings and Retirement

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Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account. F13-1000A: FUND CODES AND MANAGEMENT EXPENSE RATIOS 2 New Only for the contract and series outlined in red, this fund is no longer available for new deposits and interfund transfers. Existing pre-authorized deposits (PADs) remain in effect (except those related

to

F51-122A(18-01) YOUR INVESTOR PROFILE Your investor profile How you decide to allocate your assets is the very heart of your financial strategy. It is therefore important that you take the time to determine what type of investor you are before deciding how best to allocate your assets. TRANSFER AUTHORIZATION FOR REGISTERED AND NON … TRANSFER AUTHORIZATION FOR REGISTERED AND NON-REGISTERED INVESTMENTS June 2019 F51-147A(19-06) F51-147A This form can be used for transferring the registered and non-registered plans, except RRIF to RRSP transfers, RRIF or RRSP to TFSA transfers, TFSA to RRIF or RRSP transfers, transfers due to death and transfers due to SIMPLIFIED ISSUE LIFE INSURANCE Simplified Issue Life Insurance Access Life Product description and characteristics. Access Life is a simplified issue life insurance product for insureds between 6 months and 80 years of age who are more difficult to insure. FIELD UNDERWRITING GUIDE FOR REPRESENTATIVES 5 General information Requirements – Critical Illness Insurance Age 0 $99,999 $100,000 $199,999 $200,000 $500,000 $500,001 $2,500,000 0-14

Declaration of

IAG SAVINGS AND RETIREMENT PLAN INFORMATION FOLDER IAG SAVINGS AND RETIREMENT PLAN INDIVIDUAL VARIABLE ANNUITY CONTRACTS (NON-REGISTERED, RRSP/LIRA/LRSP, RRIF/LIF, TFSA) This document includes the IAG Savings and Retirement Plan Individual Variable Annuity Contract (Non-registered, TFSA, GENESIS-IRIS COLLATERAL LOAN FACILITY IA- Marketing Department February 2018 3 INTRODUCTION TO THE COLLATERAL LOAN FACILITY The Collateral Loan Facility (CLF) is a n immediate funding strategy that allows a policy owner or

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Monday, January 25, 2021 New regional office opens in Winnipeg. Saturday, November 21, 2020 Taking action for mental health: more important than ever. Wednesday, May 13, 2020.

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.

MY PARTNER SPACE

Access code. Forgotten access code? Password. . Forgotten password? Remember my access code. Sign In. TRANSFER AUTHORIZATION FOR REGISTERED AND NON … TRANSFER AUTHORIZATION FOR REGISTERED AND NON-REGISTERED INVESTMENTS June 2019 F51-147A(19-06) F51-147A This form can be used for transferring the registered and non-registered plans, except RRIF to RRSP transfers, RRIF or RRSP to TFSA transfers, TFSA to RRIF or RRSP transfers, transfers due to death and transfers due to

TRAVEL INSURANCE

Product description and features. Whether your clients travel for a little fun in the sun, cross the border to do some shopping, or visit family in another province, they must make sure they are covered.

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ADMINISTRATIVE SERVICES FOR INDIVIDUAL INSURANCE Brokerage Network. Quebec Service Centre: 1-844-744-iAQC (4272) Toronto Service Centre: 1-844-744-iATO (4286) RIDERS AND ADDITIONAL BENEFITS GUIDE 5 INTRODUCTION Industrial Alliance products are designed to meet the specific needs of your clients. A variety of complementary insurance can therefore be added to each policy in the form of riders or EGAO NFOAON F51-208A November 2019 F51-208A(19-11) PAGE 1 OF 10 F51-208A EGAO NFOAON (No-reere v or ver e re oe e re)! IMPORTANT: IF THERE IS MORE THAN ONE APPLICANT/OWNER, COMPLETE THIS FORM FOR IMPORTANT - IAA.SECUREWEB.INALCO.COM EE O AGE AGE OF EOD F20-205A January 2021 F20-205A(21-01) PDF PAGE 1 OF 2 Savings and Retirement Policy(ies) To: Life Insurance Policy(ies) Client’s first and last name: AGENT CODE - IAA.SECUREWEB.INALCO.COM In order to register, you will need your agent code. Your agent code includes six characters and contains numbers and letters. For example : G11111, 1111GG, 111GGG, 111GG1, etc. MY CLIENT SPACEADVISOR CENTRETECHNICAL SUPPORTFAQDE Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account.

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.

UNIFI

Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account.

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc. F13-1000A: FUND CODES AND MANAGEMENT EXPENSE RATIOS 2 New Only for the contract and series outlined in red, this fund is no longer available for new deposits and interfund transfers. Existing pre-authorized deposits (PADs) remain in effect (except those related

to

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ADMINISTRATIVE SERVICES FOR INDIVIDUAL INSURANCE Brokerage Network. Quebec Service Centre: 1-844-744-iAQC (4272) Toronto Service Centre: 1-844-744-iATO (4286)

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Sorry! Please note that our systems are currently unavailable. We apologize for the inconvenience. The systems should be back online on

24 May at 6:00 AM

FIELD UNDERWRITING GUIDE FOR REPRESENTATIVES 5 General information Requirements – Critical Illness Insurance Age 0 $99,999 $100,000 $199,999 $200,000 $500,000 $500,001 $2,500,000 0-14

Declaration of

MY CLIENT SPACEADVISOR CENTRETECHNICAL SUPPORTFAQDE Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account.

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.

UNIFI

Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account.

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc. F13-1000A: FUND CODES AND MANAGEMENT EXPENSE RATIOS 2 New Only for the contract and series outlined in red, this fund is no longer available for new deposits and interfund transfers. Existing pre-authorized deposits (PADs) remain in effect (except those related

to

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ADMINISTRATIVE SERVICES FOR INDIVIDUAL INSURANCE Brokerage Network. Quebec Service Centre: 1-844-744-iAQC (4272) Toronto Service Centre: 1-844-744-iATO (4286)

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Sorry! Please note that our systems are currently unavailable. We apologize for the inconvenience. The systems should be back online on

24 May at 6:00 AM

FIELD UNDERWRITING GUIDE FOR REPRESENTATIVES 5 General information Requirements – Critical Illness Insurance Age 0 $99,999 $100,000 $199,999 $200,000 $500,000 $500,001 $2,500,000 0-14

Declaration of

TRAVEL INSURANCE

Product description and features. Whether your clients travel for a little fun in the sun, cross the border to do some shopping, or visit family in another province, they must make sure they are covered.

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Streamlininginsurance. Download Interface Suite. Instant decision. Customized underwriting for all life and critical illness insurance products. Simplified medical language. F51-122A(18-01) YOUR INVESTOR PROFILE Your investor profile How you decide to allocate your assets is the very heart of your financial strategy. It is therefore important that you take the time to determine what type of investor you are before deciding how best to allocate your assets.

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Participating life insurance. Permanent life insurance coverage designed to ensure tax-advantaged growth of your clients’ estates. iA PAR is intended to meet clients’ high expectations with respect to options, annual dividends and guaranteed surrender value. iA Participating Life Insurance (iA PAR) TRANSFER AUTHORIZATION FOR REGISTERED AND NON … TRANSFER AUTHORIZATION FOR REGISTERED AND NON-REGISTERED INVESTMENTS June 2019 F51-147A(19-06) F51-147A This form can be used for transferring the registered and non-registered plans, except RRIF to RRSP transfers, RRIF or RRSP to TFSA transfers, TFSA to RRIF or RRSP transfers, transfers due to death and transfers due to SIMPLIFIED ISSUE LIFE INSURANCE Simplified Issue Life Insurance Access Life Product description and characteristics. Access Life is a simplified issue life insurance product for insureds between 6 months and 80 years of age who are more difficult to insure. IMPORTANT - IAA.SECUREWEB.INALCO.COM EE O AGE AGE OF EOD F20-205A January 2021 F20-205A(21-01) PDF PAGE 1 OF 2 Savings and Retirement Policy(ies) To: Life Insurance Policy(ies) Client’s first and last name:

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc. EGAO NFOAON F51-208A November 2019 F51-208A(19-11) PAGE 1 OF 10 F51-208A EGAO NFOAON (No-reere v or ver e re oe e re)! IMPORTANT: IF THERE IS MORE THAN ONE APPLICANT/OWNER, COMPLETE THIS FORM FOR GENESIS-IRIS COLLATERAL LOAN FACILITY IA- Marketing Department February 2018 3 INTRODUCTION TO THE COLLATERAL LOAN FACILITY The Collateral Loan Facility (CLF) is a n immediate funding strategy that allows a policy owner or MY CLIENT SPACEADVISOR CENTRETECHNICAL SUPPORTFAQDE Create account. Quickly and easily get your access code. If you are already a client or partner and have never accessed the site, you can use this option to get your access code. You will have to answer some questions allowing us to validate your identity. Create account.

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.

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Streamlininginsurance. Download Interface Suite. Instant decision. Customized underwriting for all life and critical illness insurance products. Simplified medical language. F13-1000A: FUND CODES AND MANAGEMENT EXPENSE RATIOS 2 New Only for the contract and series outlined in red, this fund is no longer available for new deposits and interfund transfers. Existing pre-authorized deposits (PADs) remain in effect (except those related

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ADMINISTRATIVE SERVICES FOR INDIVIDUAL INSURANCE Brokerage Network. Quebec Service Centre: 1-844-744-iAQC (4272) Toronto Service Centre: 1-844-744-iATO (4286) FIELD UNDERWRITING GUIDE FOR REPRESENTATIVES 5 General information Requirements – Critical Illness Insurance Age 0 $99,999 $100,000 $199,999 $200,000 $500,000 $500,001 $2,500,000 0-14

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Your innovative technological insurance and savings product platform that offers a simplified experience adapted to your reality

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iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc. F13-1000A: FUND CODES AND MANAGEMENT EXPENSE RATIOS 2 New Only for the contract and series outlined in red, this fund is no longer available for new deposits and interfund transfers. Existing pre-authorized deposits (PADs) remain in effect (except those related

to

ADVISOR CENTRE

Sorry! Please note that our systems are currently unavailable. We apologize for the inconvenience. The systems should be back online on

24 May at 6:00 AM

ADVISOR CENTRE

ADMINISTRATIVE SERVICES FOR INDIVIDUAL INSURANCE Brokerage Network. Quebec Service Centre: 1-844-744-iAQC (4272) Toronto Service Centre: 1-844-744-iATO (4286) FIELD UNDERWRITING GUIDE FOR REPRESENTATIVES 5 General information Requirements – Critical Illness Insurance Age 0 $99,999 $100,000 $199,999 $200,000 $500,000 $500,001 $2,500,000 0-14

Declaration of

ADVISOR CENTRE

Streamlininginsurance. Download Interface Suite. Instant decision. Customized underwriting for all life and critical illness insurance products. Simplified medical language. F51-122A(18-01) YOUR INVESTOR PROFILE Your investor profile How you decide to allocate your assets is the very heart of your financial strategy. It is therefore important that you take the time to determine what type of investor you are before deciding how best to allocate your assets.

ADVISOR CENTRE

Participating life insurance. Permanent life insurance coverage designed to ensure tax-advantaged growth of your clients’ estates. iA PAR is intended to meet clients’ high expectations with respect to options, annual dividends and guaranteed surrender value. iA Participating Life Insurance (iA PAR)

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Access code. Forgotten access code? Password. . Forgotten password? Remember my access code. Sign In. TRANSFER AUTHORIZATION FOR REGISTERED AND NON … TRANSFER AUTHORIZATION FOR REGISTERED AND NON-REGISTERED INVESTMENTS June 2019 F51-147A(19-06) F51-147A This form can be used for transferring the registered and non-registered plans, except RRIF to RRSP transfers, RRIF or RRSP to TFSA transfers, TFSA to RRIF or RRSP transfers, transfers due to death and transfers due to SIMPLIFIED ISSUE LIFE INSURANCE Simplified Issue Life Insurance Access Life Product description and characteristics. Access Life is a simplified issue life insurance product for insureds between 6 months and 80 years of age who are more difficult to insure. IMPORTANT - IAA.SECUREWEB.INALCO.COM EE O AGE AGE OF EOD F20-205A January 2021 F20-205A(21-01) PDF PAGE 1 OF 2 Savings and Retirement Policy(ies) To: Life Insurance Policy(ies) Client’s first and last name:

MY CLIENT SPACE

iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc. EGAO NFOAON F51-208A November 2019 F51-208A(19-11) PAGE 1 OF 10 F51-208A EGAO NFOAON (No-reere v or ver e re oe e re)! IMPORTANT: IF THERE IS MORE THAN ONE APPLICANT/OWNER, COMPLETE THIS FORM FOR CRITICAL ILLNESS INSURANCE Transition critical illness insurance is designed for anyone looking to minimize their financial strain and maintain their quality of life and financial security in the event of a critical illness.

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