What's going on in Individual Insurance and Investment

In this issue:

• Participating life insurance | Summary of scenarios now generated in illustration report
• Guarantee Advantage | April 2023 campaign
• Kick off 2023 by adding new interactive brochures to your marketing toolkit 

PARTICIPATING LIFE INSURANCE | SUMMARY OF SCENARIOS NOW GENERATED IN ILLUSTRATION REPORT

When offering participating life insurance, providing your clients with a summary of the full financial projections report is crucial. To make this step easier, we’ve added a new page to the illustration report, called Summary of Scenarios. It provides a quick summary of the most useful projections to show your clients, based on their profile and the needs they’ve expressed.

A winning solution for you and your clients!

The Summary of Scenarios offers several advantages to help you be more efficient and agile:

• Use the default configuration to automate simplified report generation.
• Adjust the time intervals as needed by changing the years.
• Get a quick illustration of 2 or 3 scenarios: the current scenario and the reduced scenario, and optionally, the alternate scenario.
• Project the guaranteed and non-guaranteed values, enabling your clients to compare cash surrender values and amounts payable at death, and help your clients get a better sense of how things can change over time.

Here's an example:

¹ The values presented aren't guaranteed and may vary depending on your dividend option, the dividends credited each year and the terms and conditions set out in the contract.

How to generate the summary in the Illustration tool

A new Summary of Scenarios option will now appear in the Report tab. To create a new illustration including a summary, you’ll need to do some quick setup:

1. Select Summary of Scenarios. 
2. Click Customize to access the years.
3. A new window will open, where you’ll be able to apply the default years or change them.
4. Click View the report at the bottom of the window to complete the setup.

The Summary of Scenarios will be displayed on the page after the Coverage Summary, in the illustration report.

To sum it up, using the Summary of Scenarios is a great way to quickly orient your approach, structure your meetings and start off your discussions with your clients.

Questions?

Contact your Desjardins Insurance regional sales director. 

GUARANTEE ADVANTAGE | APRIL 2023 CAMPAIGN

The April 2023 campaign has 2 great new options for your clients:

• The addition of an Inflation Context basket for the 2‑ and 3‑year terms.
• The return of the Europe basket for the 5‑year term.

To find out more about the April 2023 campaign, refer to Webi.

KICK OFF 2023 BY ADDING NEW INTERACTIVE BROCHURES TO YOUR MARKETING TOOLKIT

With the accelerated growth of digital practices in the past couple years, we heard your hopes for what Desjardins could provide as far as digital marketing tools that will facilitate your client conversations. Today is a first step toward that goal with the launch of 2 interactive client brochures, which are part of a pilot initiative to test the tool:

How digital brochures will help your business development efforts

They can increase proximity with clients by guiding them via engaging interactions rather than having a simple static PDF. Furthermore, insights from the interactions and consultation of content will enable marketing to keep content relevant. 

But the perks don't stop there! Digital brochures are an efficient way for advisors to: 

• Easily share marketing material as links, not PDF attachments
• Increase your online exposure and visibility
• Stay top of mind with potential and current clients with innovative tools

Official digital brochures pilot launch

Today marks the beginning of a 1‑year pilot initiative to test digital brochures as a marketing tool. The pilot will look at gains in visibility, scalability and usability.

If you enjoy this new format and see its value for both clients and yourself, don't hesitate to share it as often as possible. As this is a pilot initiative, the more it is shared and read, the more it shows its added value.

Start sharing today and see its benefits 

It's easy to share the digital brochures; just copy and paste the link.

Questions?

Contact the Desjardins Insurance marketing team.