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Bulletin Board

This webpage contains information that should be considered accurate as of the date presented. You acknowledge that this information may change over time and you should not assume that the information is accurate at a later date. You must be logged in to view some information intended for Advisor Use Only.

Tue Sep 29, 2015 - 6:31pm GMT

Have you registered for the Fall Pro. D. Day...click here

Mon Sep 28, 2015 - 8:33pm GMT

Ahead of the Federal Election on October 19, Advocis asked the three main political parties three key questions:

  • Does your party favour continuing bank in-branch retailing of insurance restrictions?
  • What is your party’s overall position on pension and retirement income reform?
  • Does your party support pension reforms that would incorporate the ability of Canadians to access professional financial advice in order to make informed decisions about their retirement needs?
Mon Sep 28, 2015 - 8:13pm GMT

Desjardins Insurance clients will soon receive a flyer called “It’s important to keep your insurance portfolio up-to-date” as an insert in their next statement.

This helpful information sheet highlights the importance of keeping information up to date and urges the client to contact their advisor whenever their personal or professional situation changes. Having the most current information on file will greatly help to avoid delays and other unforeseen issues in case of a claim.

View the flyer here. This would be a great opportunity to touch base with your clients to ensure their information is up to date.

 

Mon Sep 28, 2015 - 8:06pm GMT

The your way Desjardins app has a new video!

Our new education video helps participants understand lifecycle paths... Read More

Less than two weeks left to enter the “Connect to win” contest!

Remind your participants to visit the participant services website for a chance to win great prizes… Read More

Mon Sep 28, 2015 - 7:50pm GMT

Golden Protection is so well-designed that you know from the start whether your client is eligible for coverage.

...read more

Tue Sep 29, 2015 - 12:13am GMT

A policy delivery receipt is now enclosed with every new insurance policy issued or with every change to an existing policy. It must be signed by the policyowner and the representative when the policy is delivered.

To view the Customer Service Announcement and applicable forms....read more