SIMPLE PROCESS.
Professional SOLUTIONS.

Introducing Assumption Life's Registered Investment Account
SIMPLE TO SELLDOCUMENTS
WEBINAR
Discover our Registered Investment Account
Tune in on Thursday, February 20 to learn more.
How it works

The Registered Investment Account (RIA) is a unique concept in the industry, designed for fee-conscious investors who rely on their advisor to find a solution focused on long-term growth of their assets.

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.       

Ready to approach your clients with a efficient sales process?

The Registered Investment Account 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

VIEW APPLICATION FORMS