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Disability Income (based on loans) Rider: Protection for Every Stage of Life |
With rising housing costs and limited savings, more and more young professionals and families are renting longer than ever before. Yet, the risk of disability remains, and without adequate protection, it can become difficult to cover rent or everyday expenses if one is unable to work.
Young clients are actually more likely to experience a disability than to pass away prematurely, yet many don’t have a sufficient financial safety net to cope.
This is where Assomption Life's disability income rider comes in, a flexible and affordable solution that adapts to clients' needs at every stage of life, ensuring protection in case they are unable to earn an income.
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Covers a wide range of eligible loans, including:
Rent
Condo fees
Lease payments
And much more…
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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.
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| Complete Rider Guide
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CASE SCENARIO
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Do you have clients with a history of microdosing? |
Jakob experimented with microdosing in university and still enjoys marijuana occasionally. Now, he's focused on his future and financial security.
With Platinum Protection Term, he secured immediate simplified issue coverage with a $200,000, 20-year term policy for just $23.40 per month.
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Let's compare...
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| Discover his solution
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Important Notice: Tax Slips Availability |
For Clients
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The following tax slips have been mailed to clients and will be available in their online accounts by February 28:
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T3 slips (RL-16 for Quebec) will be mailed by March 7 and will be accessible in clients’ online accounts the following week.
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For Advisors
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The 2024 T4A Statement of Pension, Retirement, Annuity, and Other Income and/or Relevé 1 in Quebec will be available on February 28 on Advisor Corner. To access your slips, follow these steps:
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Visit our website: www.assumption.ca.
Click on Advisor Corner in the top menu.
Log into your account.
Select Compensation / Sales Force from the Quick Links drop-down menu.
Access your T4A tax slip and/or RL-1 under Tax Documents.
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HURRY THIS OFFER ENDS SOON!
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GIA Bonus Rate of 0.15% |
From February 11 to March 3, 2025, clients will receive a bonus rate of 0.15% on the posted rate for non-redeemable Assumption Life GIAs upon maturity.
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| Promotion Details
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| Interest Rates
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NEW
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Monthly Returns Leaflets & Updated Returns |
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Our Monthly Returns Leaflets now
feature a clearer, more streamlined format to help you stay informed about investment performance.
Returns as of January 31, 2025, are now available! Check out the latest performance updates in our newly formatted leaflets.
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Missed our U.S. Equity Webinar? |
Topics covered:
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Analysis of U.S. equity market trends under the new administration.
Key sectors and industries poised for growth or disruption.
Expert insights to inform your investment decisions.
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Access Claims History for Tax Season |
Tax season is here, and we want to ensure you have the tools to assist your clients in accessing their claims history with ease. To simplify the process, we've provided step-by-step instructions on retrieving claims statements through the ClaimSecure App or the eProfile website.
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Clients can follow these steps on either platform:
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Our support team is available to assist with any questions, ensuring a smooth experience for you and your clients this tax season.
Need help? Contact us for assistance!
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