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What's New

THE SUMMARYPRESENTATION (PPT)FUND LINE-UP

New guarantee options for our Segregated Funds and Registered Investment Account (RIA) 
‍New guarantee options have been added to our existing offering. The 75/75 and 75/100 guarantees are now available for segregated funds and our low-fee investment accounts (RIA). Learn more

New competitive compensation structure 
‍Compensation structure has been harmonized for all options to provide more choice and flexibility. Learn more

New Select Portfolios
‍These funds take a more global approach and include some exposure to passive investments using exchange traded funds (ETF) from leading providers. Learn more

RECORDED JANUARY 19
MARKET UPDATE WITH LOUISBOURG INVESTMENTS
WATCH NOW!

Ready to get started with a efficient sales process?

Our approach includes a concentrated list of sophisticated investment solutions and combines them with a sales process that is both easy, comprehensive and compliant.

STEP 1

Complete the
Investment Strategy Guide

DOWNLOAD

STEP 2

Fill out
application form with Vesta

VESTA

Unique solutions that are sure to impress!

PORTFOLIOS
NEW
SELECT PORTFOLIOS

Assumption Life Portfolios

ASSET ALLOCATIONPORTFOLIO LEAFLETSELECT PORTFOLIOS BACKDATED RETURNS

How it works?
Simply choose the portfolio that best suits the clients risk tolerance and our expert portfolio manager, Louisbourg Investments, will take care of the fund selection and will implement the investment strategy.

  • 9 portfolios to choose from - including 5 new Select portfolios
  • 5 Select portfolios - these funds have a more global approach and include more passive investments through the use of exchange traded funds (ETFs).
  • 4 traditional portfolios - these funds are focused on Canadian markets and active management.
  • Segregated Funds and Registered Investment Accounts are available
  • Available with Vesta or paper application
REGISTERED INVESTMENT ACCOUNT (RIA)

The low-fee investment account

RIA GUIDEFund performanceFREQUENTLY ASKED QUESTIONS

How it works?
‍The RIA is an investment product, in the form of an annuity contract, similar to a segregated fund contract, except that the premiums are deposited and kept in the Assumption Life’s general account. The return on investment mirrors the return made by the reference funds or strategy selected by the client. This allows us to offer highly competitive management fees.

  • Earn more than 5.6% in the first year! Gross compensation of 5.2 % with a trailer of 0.45% starting after the first month.*
  • Lower MERs - similar to mutual funds
  • 75/75 and 75/100 garanties
  • Turn key solutions available - Target-date funds and portfolios
  • Can only be offered and sold by licensed insurance advisors in Canada.
  • Available for RRSP, RRIF, LIF, LIRA, and TFSA

*Gross compensation payable by Assumption Life. Net compensation could vary as per MGA. The information herein is accurate at the time of publication refer to the compensation guide most up-to-date information. First year and renewal (trailers) commissions are reduced by half on the following funds: Canadian Bond Fund, Assumption Conservative (Wrap portfolio) and SmartSeries Income Fund.

SMARTSERIES

Just one question to ask...When do you need the money!

Fund performanceFUND AllocatioN

How it works?
‍SmartSeries follows a glide path that adjusts the underlying mix of investments and risk over time. The fund’s investment allocation becomes more conservative over time, thereby minimizing risk as your target date approaches.

  • Professionally managed portfolios, offering a hassle-free investment with excellent diversification
  • Low maintenance - as the funds are constantly monitored by our team to ensure optimal performance
  • 9 funds to choose from - Income, 2020, 2025, 2030, 2035, 2040, 2045, 2050 and 2055
  • Well diversified - multi-manager, multi-asset class, and active and passively managed
  • Available with Vesta or paper application

With Vesta, you have access to our complete investment offerings.

GET STARTEDHOW TO SUBMIT AN APPLICATION

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