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Important Notice: Tax Slips Availability

The 2025 T4A Statement of Pension, Retirement, Annuity, and Other Income and/or Relevé 1 in Quebec will be available by February 28 on Advisor Corner. To access your slips, follow these steps:

Go to the Advisor Corner website and log in to your account.
Select Compensation / Sales Force from the Quick Links drop-down menu.
Access your T4A and/or RL-1 slip under the Tax Documents section.

Individual Insurance

Disability Income Rider (Based on Loans): Protection for Every Stage of Life

With housing costs continuing to climb and many households struggling to build savings, young professionals and families are renting longer than ever. But while lifestyles are shifting, one thing hasn’t changed: the financial impact of an unexpected disability.

In fact, younger clients are statistically more likely to face a disability during their working years than to experience an early death. Yet many don’t have a solid financial cushion to rely on if their income suddenly stops.

That’s where Assomption Life’s Disability Income Rider can make a real difference. Its affordable coverage helps protect a wide range of eligible loans, including:

Rent
Condo fees
Lease payments
And much more…

Unique features:

Parental leave eligibility: Clients on parental leave can qualify for up to $1,500 per month—no need for the other spouse to be insured at the time of application.
Coverage up to $3,500 per month, or up to $5,000 per month when combining DI on income and on loan.

Client Leaflet

Complete Rider Guide

Investments and Retirement

Client Tax Slips

The following tax slips have been mailed to clients and will be available in their online accounts by February 28:

T4RSP (RL-2 for Quebec)
T4FHSA (RL-32 for Quebec)
T4RIF (RL-2 for Quebec)
T5 (RL-3 for Quebec)

T3 slips (RL-16 for Quebec) will be mailed by March 13 and will be accessible in clients’ online accounts the following week.

Louisbourg Investments Market Commentary for Q4 2025

Get valuable context on year-end markets and understand what drove Canadian equity leadership, how U.S. and international markets performed amid economic and political crosscurrents, and the implications of interest rate and bond yield movements. This concise overview equips you to frame client conversations and make informed portfolio decisions as 2026 unfolds.

Download Commentary

SHOW ME WHAT’S UNDER THE HOOD

Asset Allocation of Assumption Life’s Portfolios Solutions

Take a closer look at the composition and strategy behind Assumption Life’s multi-managed investment offerings. This document includes fund allocation, active vs. passive management, as well as the distribution of equities, fixed income, and cash across SmartSeries and Select and Traditional Portfolios.

View Document

Corporate

Group Insurance

MARCH 8

Women’s Health & Workplace Well-Being

International Women’s Day is an opportunity to reflect on the important role women’s health plays in the workplace.

Women are more likely to access mental health services, manage chronic or hormonal health conditions, and carry significant caregiving responsibilities. For employers, this can translate into impacts on absenteeism, presenteeism and overall productivity.

Here’s how Assumption Life can help support women’s health in the workplace:

Virtual care platforms that improve timely access to medical services.
EAP services that address stress, mental load and caregiver burnout.
Paramedical coverage that supports preventive and ongoing care.
Drug plans that help manage chronic health conditions.
An on-demand wellness platform offering educational articles and resources on a wide range of women’s health topics.

Women’s health is closely tied to workforce sustainability, engagement and retention—making it an important consideration in overall plan design.