IMPORTANT: New FATCA and CRS Requirements Effective January 1, 2021. These changes will change the current application process for permanent (whole life) life insurance policies with cash surrender values. Learn more
Let's go! A new year brings you a new opportunity to earn more with Assumption Life's Momentum Bonus.
Did you know? Once an advisor reaches $10,000 NAFYC, the Momentum Bonus will be paid retroactively based on all NAFYC earned since the beginning of the calendar year. The bonus will be paid the first week of the following month.
Investments and Retirement:
WEBINAR: Investment 101 Join us on January 13 and discover Assumption Life’s investment offering and how
you can easily incorporate more investments business into your portfolio. Register Now!
Get connected with Vesta this RRSP season! Vesta allows you to complete applications in less than 10 minutes.
Did you know? Our Vesta platform offers turnkey solutions such as SmartSeries, our new Target Date Funds.
Corporate:
Gathering feedback from our clients and advisors Motivated by our constant desire to provide excellent service to our clients and advisors, Assumption Life will introduce a new process to measure the level of satisfaction of those who communicate with us by telephone.
Starting in mid-January, clients and advisors who call our service departments will be invited to stay on the line after their call to complete a very short survey. This survey will allow us to measure the extent to which the client or advisor would recommend Assumption Life to friends and family.
This measure of "Net Promoter Score" will enable us to validate the satisfaction level of clients and advisors, allowing us to continuously improve towards our goal of providing excellent service.
Assumption Life is committed to making a positive difference... "We are committed to making a positive difference for our colleagues, customers and communities by putting them at the centre of everything we do."Keep reading
