ivari

Resources

Everything you need in one place: answers to common questions, digital tools that save you a trip, and the financial information behind your policy.

Everything you need in one place: answers to common questions, digital tools that save you a trip, and the financial information behind your policy.

Frequently asked questions

How do I

Answers to the questions we are asked most, from updating your banking details to changing a beneficiary.

Making a claim

What to send us, and what happens next.

The ivari claims experience

How our claims adjudicators review and decide a claim.

Payment options

Three ways to make your scheduled premium payments.

Forms for clients

The forms policyholders and beneficiaries need most.

e-Signature guidelines

How to sign documents electronically for faster processing.

Good reads

Short articles on wellness, planning and everyday money.

Our Service Standards

How long each request takes when we have everything we need.

Forms & guides

Every form and guide, organised and searchable.

Tools

ivari digital tools

If you can do it online, you will find it right here.

My ivari

Your go-to place to view and manage all your policy details.

My Insurance View

An insurance calculator that helps uncover how much coverage you need.

Wellness quiz

A fun way to start thinking about changes that could make you happier and healthier.

Financial challenge quiz

Uncover the areas you may want to talk about with your advisor.

Send documents

Upload any completed ivari form and send it directly to us.

Online change forms

Make changes to your policy without printing anything.

Mobile experience

Manage your policy from any device.

Financial quick links

Fund facts & performance updates

Fund facts documents and the latest performance updates.

Fund code finder

Look up the fund code for any ivari segregated fund.

Segregated fund financial statements

Audited annual and interim financial statements.

Cannot find what you need?

Our client services team answers Monday to Friday, 8:00 a.m. to 7:00 p.m. ET on 1-800-846-5970.