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- Log in to the Portal: Go to the Assumption Life website and log in to your account via the “Advisor Corner”.
- Access the Selection Menu: Once on the home page, click on the “Select” button.
- Choose the Category: From the dropdown menu, select “Compensation and Sales Force”.
- Navigate to Financials: Once the compensation session is active, click on the “Compensation” tab or link.
- Select Group/Advisor:
- Note: If you have administrative access (like SFG), select the specific group (e.g., “Groupe Financier Signature”).
- If you are an independent advisor, your own group or name will appear by default.
- View Details: Review the list of statements and individuals associated with the selected group displayed on the screen.
- Download: Click the download button for each desired report. The documents will be generated automatically in PDF format.