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Category Archive for: ‘Desjardins’

Desjardins | Insurance Roadshow Invitation

INVITATION: DESJARDINS INSURANCE ROADSHOW CI SCHOOL IS NOW OPEN! March 05-22, 2018 Please click to view the video. Desjardins Insurance specially invites you to its school on critical illness insurance where you will receive exclusive insights and tools to successfully boost your CI sales within the family and business-owner client segments. In addition, you’ll receive an introduction to our new …

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BridgeForce News | February 13, 2017

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HEADLINES Impact of the Genetic Testing Bill on the Insurance Industry CALU released a Special Report in January 2017 on a private member’s bill which is currently being considered by the House of Commons. The legislation, if enacted, would prevent insurers from either requiring a genetic test, or requesting the results of an existing genetic test. This could have a …

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Desjardins Illustrations v 1.0.0 | Dec 22, 2016

Software Update 8

Download Desjardins Illustrations v 1.0.0

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Desjardins FUSION v 7.2.0 | Dec 22, 2016

Software Update 7

Download Desjardins FUSION v 7.2.0

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BridgeForce News | November 28, 2016

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HEADLINES Valuable offers to our advisors from Advocis Advocis works diligently to promote and advance the profession. The financial support gained through membership fees, in combination with the strength of a growing membership network, allows Advocis to meet with regulators and government officials to ensure the voice of financial advisors remains influential. Whether you’re brand new in the industry or …

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BridgeForce News | November 14, 2016

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HEADLINES Valuable offers to our advisors from Advocis Advocis works diligently to promote and advance the profession. The financial support gained through membership fees, in combination with the strength of a growing membership network, allows Advocis to meet with regulators and government officials to ensure the voice of financial advisors remains influential. Whether you’re brand new in the industry or …

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BridgeForce News | October 31, 2016

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HEADLINES Year-end tax planning 2016 webinar (Nov 9, 2016) There are many tax strategies and tax-planning opportunities that you can help your clients take advantage of before Dec. 31. From tax-loss selling to charitable donations, from RESP optimization to the tax credits that will be eliminated after 2016, Jamie Golombek reviews some of his major year-end tax planning tips. The …

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Desjardins Insurance | Webinar: A wave of changes at Desjardins

The purpose of this session is to help you get ready for all the changes that will be taking effect on January 1, 2017. We want to make sure you have all the information you need so you can start preparing for client meetings. From the schedule below, choose a date that works for you. There’s a maximum of 50 …

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BridgeForce News | October 17, 2016

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HEADLINES The increasing complexities of senior clients with POAs As the average age of the population increases, it’s becoming more commonplace for advisors to take instructions from people other than the client pursuant to a signed power of attorney (POA) document. Navigating some of the complexities associated with a POA has become a huge problem for advisors and dealers as …

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Desjardins Insurance | Jet Underwriting

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Did you know that Desjardins Insurance offers you the opportunity to have some of your individual insurance cases approved in as little as 3 days? With our Jet Underwriting express approval program, applications stay with our New Business team and a decision on the case can be made within 48 hours. This unique service is part of Desjardins’ promise to …

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