Sales material

Helios2 Contract leaflet (advantages) – 20204E
Presents the advantages of the Helios2 Contract
Version for print

Only available as a PDF.
Helios2 Contract leaflet (advantages) – 20204S (Mandarin)
Presents the advantages of the Helios2 Contract
Version for print

Only available as a PDF.
Helios2 – 75/75 Leaflet - 18025E
Presents the main advantages of Helios2 – 75/75.
Version for print

Only available as a PDF.
Helios2 – 75/100 i Leaflet – 18026E
Presents the main advantages of Helios2 – 75/100 i.
Version for print

Only available as a PDF.
Helios2 – 100/100 i Leaflet – 18027E
Presents the main advantages of Helios2 – 100/100 i.
Version for print

Only available as a PDF.
Helios2 – 75/100 i - Estate Settlement Fees Leaflet – 12255E
Explains how Helios2 – 75/100 i helps prevent common estate hassles, such as probate fees.
Only available as a PDF.
Helios2 – 75/100 i Probate Fees Leaflet – 12255S (Mandarin)
Explains how Helios2 – 75/100 i helps prevent common estate hassles, such as probate fees.
Version for print
Only available as a PDF.
DFS GIF Leaflet – 18029E
Presents the Funds available through the Helios2 Contract.
Choosing responsible investment – 21452E
To learn more about responsible investment.
Only available as a PDF.
"Option for the death benefit to be payable in the form of an annuity" Flyer - 17062E
Presents the annuity settlement option and its benefits
Version for print
Only available as a PDF.
Creditor Protection – 06075E
Are your savings protected?
Version for print
Only available as a PDF.
Contract and information folder brochure – 13188E
To be given to the client at the time of sale.
Fund facts Series 6, 6F, 8 and 8F – 13188E01
Includes financial information as at December 31, 2022.
Addendum – Fund Facts Series 6,6F, 8 and 8F – November 2023
To be given to the client at the time of sale.
Fund facts Series 7
Includes financial information as at December 31, 2022.
Only available as a PDF.
Advance Notice of Change - Helios2 contract – September 2023 – 23157E
Notice of Change – Helios2 Contract – May 2023 – 23106E
Advance Notice of Change – Helios2 Contract – November 2022 – 22056E
Fund facts - Series 6-8 – November 2022 – 22056E02_series6-8

Important Notice - DFS GIF – 100% Equity ‒ Temporary change to the Targeted top 10 Investments
Fund facts - Series 7 – November 2022 – 22056E02Series7

Important Notice - DFS GIF – 100% Equity ‒ Temporary change to the Targeted top 10 Investments
Advance Notice of Change – Helios2 Contract - 20112E
Modification of the Advance Notice of Change – Closing of 6 Guaranteed Investment Funds (GIFs) postponed – Helios2 Contract - 20164E
Client folder - Desjardins – 02059S
- Folder available to order

”Responsible Investment Portfolios” leaflet - 18050E
Expand your cliente base by offering the SocieTerra porfolios available in the Helios2 Contract.
See the 2022 Annual report on responsible investment.

”Helios2 contract at a glance – 22031E
Summary of the guarantees, fees and terms and conditions of the Helios2 contract
Helios2 Contract – Fee Option F – Advisory service fee
Fee Option F available with the Helios2 Contract allows you to determine your fees for your advice and services.
"Representative’s guide" brochure 13185E
Presents the Guarantees, Funds and terms and conditions for the Helios2 Contract
Q&A - Changes to the DFS Guaranteed Investment Funds offer - September 2023
"Quick reference" brochure – 13186E
Presents the Helios2 Contract in user-friendly tables
Investment solutions brochure - 19074E
Presents investment solutions to meet all your clients’ needs in one easy step.
Only available as a PDF
Power your practice with responsible investment – Brochure - 18128A
Expertise and experience can't be bought – Brochure - 23102E
Only available as a PDF.
Wise ETF Portfolios – 19166E
Presents the Wise ETF Portfolios
Only available as a PDF.
“Taxation of Guaranteed Investment Funds” brochure – 15200E
Demystifies how guaranteed investment funds are taxed.
Only available as a PDF
FAQ fiscal impacts NEI advisor
Q&A - Changes to the DFS Guaranteed Investment Funds Offer - November 2022
Helios2, Helios, Millennia III (First Edition, Classic and New Era) and IGP Fund Chart– 20105E
Presents funds codes, fees and charges ans commissions (replaces 13244E Chart)
Checklist – Sales Process GIF – 20173E
Only available as a PDF.

Estate impact calculator
Shows clients how much they will actually leave behind.
For representatives only.
“Which Investment Solution is right for your clients?” questionnaire
Suggests one of the Helios2 Investment Solutions based on the answers given to the questions.
For representatives and clients.

Helios2 is a guaranteed investment funds contract designed to help your clients meet their investment objectives while protecting what’s important to them, whether it’s their savings or their estate. Helios2 - 75/100 i provides a death benefit that is reset every year based on inflation or market growth, whichever is greater.

Watch the video for more details. And share it with your clients!