Everything you need during in one spot!
VESTAOur approach includes a concentrated list of sophisticated investment solutions and combines them with a sales process that is both easy, comprehensive and compliant.
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.
*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.
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.