Desjardins Replay
Date: February 22, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Dan Mondou & John Johnstone
Desjardins Insurance
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Agenda:
9:30 – 9:45 am
- BridgeForce Advisor Forum
Your chance to come together with fellow BridgeForce advisors to discuss a variety of current, industry topics.
9:45 – 11:15 am
- Dan Mondou | Desjardins Insurance
- Protecting your Client’s Portfolios with Innovative Guarantee Strategies
- Part 1 – Absolute Protection with Guarantee Advantage
- Part 2 – Protecting your Portfolio from Inflation with Helios 75/100
- Protecting your Client’s Portfolios with Innovative Guarantee Strategies
- John Johnstone | Desjardins Insurance
- Introducing our Critical Illness Impact Calculator, Positioning Ideas, and Why the Desjardins Critical Illness Solution?
- The New Critical Illness Impact Calculator – A tool designed to demonstrate how an unforeseen illness could impact a client’s savings that are intended for retirement.
- How to effectively pivot from the Life and Investment discussion to a Critical Illness solution.
- Ideas on how to holistically protect a family, while respecting their budget.
- Introducing our Critical Illness Impact Calculator, Positioning Ideas, and Why the Desjardins Critical Illness Solution?