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.

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

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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