Assumption Life | What’s up, Assumption Life?
In this issue:
Life insurance
1. Conversion form reminder
Whether for the conversion of a T-10 Plus, FlexTerm or FlexOptions, ParPlus, our participating product, remains the conversion option. The required form (4815-00A) is available on our Producer’s Corner. (See page 2)
2. Odyssey Universal Life: Fund manager change for one of our investment accounts
Effective November 6, Louisbourg Investments Inc. will be the new fund manager for the Canadian Small Capitalization Account. (See page 2)
Marketing
3. Online prospecting with our video tool
As an Assumption Life broker, you have free unlimited access to our exclusive online “Video Tool”. Increase your sales and brand awareness by sending personalized video messages straight to your clients’ computer or mobile devices. (See page 2)
4. We would like to hear from you!
At Assumption Life, we strive to improve our services so that doing business with us is truly easy. We welcome your feedback on how we can improve. (See page 2)
Financial Services
5. New procedure for clients’ NSF instances
The Financial Services Department has modified its procedure regarding NSF situations. (See page 3)
6. Segregated funds financial statements
The June 30, 2012, segregated funds financial statements are now posted on our corporate Website. (See page 3)
7. Fund name change notification
Our AGF fund manager has informed us of a name change to one of their funds. (See page 3)
Corporate
8. Assumption Life’s President and CEO announces his retirement
After nineteen years at the helm of Assumption Life, President and CEO Denis Losier is announcing that he will be retiring as of September 1, 2013. (See page 4)