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Helpful tips

Marketplace Solution is a web-based sales ecosystem that allows you to create and customize your own website, known as a Storefront. Now you can promote and sell Assumption Life products to your clients online.

Marketplace Solution doesn’t need to be installed because it’s web-based! Simply sign in here to get started.

A Storefront is a dynamic website that explains the features, advantages and benefits of Assumption Life solutions to your clients in an easy-to-understand way. Not only does it educate them on the solutions available to them, they can also buy their policy online as well, making the transaction simple no matter where you (or they) are!

The Checkout is where your client will fill in the necessary medical questions, banking information and signatures to complete their transaction (i.e.: the sale of their policy).

Yes, however we recommend clients complete their application on a desktop or tablet.

Yes! Assumption Life uses the latest security practices to ensure your data is safe. All sensitive information is encrypted, and accounts are password protected. Furthermore, the web systems used when you submit your application are SSL certified.

Setting up a Storefront takes less than a minute. Once you are logged in, select the Storefront that you would like to activate, and click the Activate button. A page will open, and you will need to supply up to three pieces of information.

  1. Your personalized url: this will be the web address of your very own web Storefront, where you will send all your prospects to. It's on this website that prospects will learn about your offering, and where they will ultimately be able to purchase.
  2. Phone number: this is the phone number that will appear on your web Storefront 24 hours a day, 7 days a week. It's important to choose a number that will have someone available to answer questions about the products you  are offering.
  3. Your logo: your logo is optional, but if you upload one, it will appear on your Storefront.

Once you have all the information filled-in, simply click on the Activate button and your Storefront will be ready to sell! If you made a mistake, you can easily edit all your information by going back into the Solution you want to edit inside Marketplace Solution.

Yes, but all updates are done automatically so there’s no extra work for you.

Only Better Mortgage Insurance is available on Marketplace Solution at the moment.

You are only provided one set of credentials to use on Assumption Life platforms (which includes Lia, Producer’s Corner and Marketplace Solution.) If you are unable to log into your account, please contact us.

Even though your clients can buy life insurance without your immediate assistance, you (and they) can rest assured that they are using a secure website. The information that your clients provide to us through Marketplace Solution are protected and head office provides the appropriate disclosures at the time of issue.

Not at this time. Better Mortgage Insurance currently comes with 3 options: 1) Life Insurance; 2) Life Insurance with a DI rider; and 3) Life Insurance with DI and CI riders. For more information or to see other bundling options, download Lia.

Simply complete the Broker Registration Form and forward it to your MGA – they will do the rest! Don’t worry, you don’t need to have a piece of business in-hand to get started. Once your registration is finalized, you will receive an email containing your broker code, username, and password.

We do not underwrite occupations for monthly DI benefits of $1,500 or less (all answers to medical and lifestyle questions must be negative). Dangerous occupations are rated for amounts greater than $1,500. See Page 14 of the Underwriting Guidelines for more details.

For help with Lia, please contact our technical support team by phone (1-855-853-6040 - Option 2) or by email.

For more information on our DI rider, please see our Complete Rider Guide or check out the sample contracts that are available on Producer’s Corner.

The maximum payment is $3,500 because the DI rider benefit cannot exceed $3,500 per month. However, this does not affect the face value of the policy.

The maximum payment is $3,500 because the DI rider benefit cannot exceed $3,500 per month. However, this does not affect the face value of the policy.

Better Mortgage Insurance is a joint first-to-die policy. If your client needs a different configuration, please process their sale using Lia.

Absolutely! To order your marketing materials, just send us an email with your request

No. Assumption Life will order medical tests when necessary, and ensure all underwriting requirements are met.

Of course! Just make sure you complete the Logo Use Authorization Form to secure permission.

Unfortunately, we are not currently able to provide this data, but we are working hard to improve our tracking capabilities and enhancing the quality of the information available to you. However, clients who exit their application without submitting will receive a reference code by email, which they can then use to return to their pending application without loss of the information they’ve already provided.

Unfortunately, analytics and data are not available at this time, but we are working to improve this for the future.