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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.

Diabetic client? Not a problem
Tue Sep 29, 2015 - 7:31pm GMT

Diabetics can be disadvantaged when looking for life insurance.  Not with Assumption.

...read more.

Global Pacific Fall Professional Development Day
Tue Sep 29, 2015 - 6:31pm GMT

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

IFB BC Fall Summit
Tue Sep 29, 2015 - 6:13pm GMT

Get a glimpse into the BC Fall Summit and take a look at the presentations lined up. You'll be hearing from a range of financial services experts who know about products, planning, and the law.

eBulletin | Sept. 29, 2015
Tue Oct 06, 2015 - 4:58pm GMT

Individual Insurance

  1. Temporary and/or conditional insurance agreements
  2. Change to employee discount
Federal Parties on Key Issues - 2015 Election Platforms
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?
It’s important to keep your insurance portfolio up-to-date
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.

 

Essential newsletter | September
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

No Suprises with Golden Protection
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

Foresters plans to change its brand name to Foresters Financial
Mon Sep 28, 2015 - 6:52pm GMT

Foresters™ CEO Tony Garcia announced today plans for the Foresters family of companies to be known collectively by one brand - Foresters Financial - in Canada, the United States and the United Kingdom....read more.

Economic Overview | September 25, 2015
Mon Sep 28, 2015 - 6:54pm GMT

Economic Overview

 
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