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Individual Insurance
 

LIA PLATFORM

Lia is the all in one sales tool for life insurance advisors. Lia allows you to quote and submit applications within the platform.

Its features include:
•    All products available
•    No limits
•    No originals required or delivery receipt required
•    E-signature

To get started
•    Download LIA (internet connection is required for download)
•    Log in with your Assumption Life username and password

Resources
•    Download instructions
•    FAQ
•    Video tutorials
•    E-signature guide
•    Fetch lite - Helps you determine which of our solutions is best suited for your clients based on their health profile.


Need assistance?
Toll-free number: (855) 853-6040
Email: lia@assumption.ca

 
 
 
Investments and Retirement
 

VESTA PLATFORM

Introducing Vesta, Assumption Life’s new application platform for investments that allows you to complete applications online entirely online.

Its features include:
•    Built-in investor profile
•    E-signature
•    Access to our Registered Investment Accounts (RIA) and Segregated fund offering

To get started
•    Launch Vesta (internet connection is required)
•    Log in with your Assumption Life username and password

Resources
•    Website
•    FAQ
•    Video tutorials
•    Signature process flow
•    After sale process flow

Need assistance?
Toll-free number: (855) 853-6040
Email: vesta@assumption.ca

 

 
 
 


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