New Vesta Features
1/1/2023 12:00:00 AM
We kicked off the year with an improved, hassle-free sales process! We’ve got everything you need for a successful year starting off with these great new features:
Simplified T2033 process
You can now ask Assumption Life to send transfer forms (T2033) on your behalf. We will send the forms and provide the necessary follow-ups so you can concentrate on selling.
Set up new deposits for existing clients
You can now make deposits and set up pre-authorized contributions for your existing clients.
Access your client's investment information from Vesta
We've added a direct link in Vesta's navigation menu so you can view your clients' investment information.
For more information about these new features, download our FAQ.
Get started with Vesta
For technical support call 1 (855) 853-6040 or email vesta@assumption.ca.
