March 21, 2023, Moncton N.B. – Assumption Life, a leader in simplicity and innovation among its industry peers, continues to improve its investment application platform, Vesta, and provides advisors with an enhanced digital experience, enabling them to save time servicing their clients and offer simple investment solutions more efficiently.
The new features include a streamlined full-service transfer process, new deposit options for current clients and an enhanced onboarding experience. The features were met with a warm response during RRSP season. The advisors quickly adopted the new transfer process and deposit functionalities describing their experience as slick, simple and easy.
In addition to these features, Assumption Life has launched ten new funds in the Low-Fee Registered Investment Account (RIA) line-up. The low-fee investment option now includes low-volatility, global options and other features that are in high demand. The new funds, offered by renowned and high-performing fund managers such as CI Global Management, Fidelity Investments, TD Asset Management and Assumption’s affiliate company Louisbourg Investments, are now all available on Vesta.
“These new funds 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.
The Low-Fee RIA is designed for fee-conscious investors who rely on their advisor to find a solution focused on the long-term growth of their assets. The RIA allows the insurance advisors to access a solution that offers competitive returns, top fund managers and insurance benefits, in one cost-conscious package.
About Assumption Life
With a 119-year history, Assumption Life continues to ensure the financial security of its clients through its innovative products, personalized services and community involvement. Through daily collaboration, coupled with the trust, commitment and leadership of its employees, Assumption Life offers one of the best experiences that makes a difference for advisors, clients and community members.
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For more information
Luc Bossé
Vice-President, Sales and Marketing
Assumption Life
506-870 9153, ext.:5259
Luc.Bosse@assomption.ca
Nicole Bourque
Marketing Lead, Investment and Retirement
Assumption Life
506-870-9153, ext.: 5195
nicole.bourque@assomption.ca
www.assumption.ca
