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Assumption Life introduces 10 new accounts to its low-fee investment option

1/11/2023 12:00:00 AM

Assumption Life launches 10 new accounts to the Registered Investment Account (RIA) line-up. Rounding out the line-up, the low-fee investment solution now offers low-volatility, global options and other accounts that are in demand.

View our new accounts in the    RIA Guide  

The expansion comes as more and more advisors are looking to choose from a wider range of competitive investment options to their fee conscious investors.

These new accounts were carefully chosen through a comprehensive selection process and with the gaps we have now being filled, we know our advisors will be able to build more robust and diversified portfolios for their clients thanks to the RIA, our low-fee investment option.” - Luc Bossé, Vice-president, Sales and Marketing.

Now introduced as a fund manager in the Assumption Life family of accounts (in addition to Louisbourg Investments, CI Global Asset Management and Fidelity Investments), TD Asset Management (TDAM) will manage 3 of the 10 new accounts.

Through our great relationship with TDAM on the institutional side of our business, we are happy to grow that relationship by offering some of their accounts to individual clients.” – Daniel Audet, Associate Vice-President, Individual Insurance and Investments.

Assumption Life is committed to giving licensed insurance advisors a competitive edge with the help of this savvy and hassle-free investment solution.

The Registered Investment Account (RIA) is designed for fee-conscious investors who rely on their advisor to find a solution focused on long-term growth of their assets. It is an annuity contract with benefits normally found with segregated funds such as guarantees, beneficiary designation and probate bypass.

Learn more about the Registered Investment Account (RIA):

RIA FAQ  RIA Leaflet  Fund Performance  Fund Line-up Comparison  Feature Fund