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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

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

Economic Overview

Introducing the Policy Delivery Receipt
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

Manulife Bank's and Manulife Trust's interest rates have changed effective September 28, 2015
Mon Sep 28, 2015 - 6:21pm GMT

Manulife Bank's and Manulife Trust's interest rates have changed effective September 28, 2015.

Rates for the following products have changed:

  • Guaranteed Investment Certificates (RSP, Tax-Free and non-registered) Rate increase 

Please visit repsource.ca to view the most current rate sheet.   

Win and be a local hero
Mon Sep 28, 2015 - 6:46pm GMT

New Simplified Offer for Life and Critical Illness Insurance
Mon Sep 28, 2015 - 5:38pm GMT

This offer is available to insureds aged 18 to 50 who took out a permanent life insurance policy with Desjardins Insurance of $100,000 or more between January 1, 2009 and December 31, 2013. Eligible clients will receive a letter during the week of September 28, 2015 informing them of their eligibility prior to the advisor’s follow-up.

eBulletin | Sep. 22, 2015
Mon Sep 28, 2015 - 7:44pm GMT

Individual Insurance

  1. Cascading strategy – new material

Giving you a new resource when talking to clients – a video presentation

 

Wealth

  1. Reminder: Re-contributions to RRIF plans following new minimums in federal budget
  • All RRIF re-contributions must be processed through head office. RRIF re-contribution transactions not processed through head office will not receive tax receipts. Advisors who have processed RRIF re-contributions and not sent them to head office should contact the Client Service Centre at 1-888-724-3680 for more details
  1. September - Wealth management operations update
TransXpress - Special issue - read all about the launch of our new brand, ivari
Mon Sep 28, 2015 - 5:04pm GMT

Special issue – read all about the launch of our new brand, ivari

We're almost there!

Become the advisor of choice for clients stepping into retirement
Fri Sep 18, 2015 - 10:26pm GMT

96% of clients ages 65 and over are expected to consolidate all assets with one advisor in the next five years(1). Yet, only 11% of people approaching retirement have a formal written plan for managing their retirement finances(2).

 
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