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Registered Investment Account our new investment solution !

1/27/2020 12:00:00 AM


Assumption Life’s Registered Investment Account (RIA) promises:
 
  • Highly competitive management fees
  • Smart and exclusive fund (account) line-up (including SmartSeries & Portfolios solutions)
  • Flexible commission options
  • Simpler sales process with redesigned application forms
  • New compliant-friendly sales tools
 
We are committed to giving licensed insurance advisors a competitive edge with the help of this savvy and hassle-free investment solution. In fact, Assumption Life will be the only company to offer Registered Investment Accounts with retail target date funds (lifecycle funds) better known as SmartSeries Funds.
 
The Registered Investment Account (RIA) was developed in partnership with Louisbourg Investments. RIA includes a compact fund (account) line-up only featuring the best-performing funds from our renowned fund managers; Fidelity Investments, CI investments and Black Creek Investment Management
 
 
How to sell RIA?
Advisors can now sell through FundSERV or visit  www.assumption.ca/RIA to access all our sales tools and application forms.
 
 
To learn more about the Registered Investment Account: