Client folder - Desjardins - 19211E
Helios2 Contract leaflet (advantages) – 20204E
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.
Helios2 – 75/100 i Leaflet – 18026E
Presents the main advantages of Helios2 – 75/100 i.
Helios2 – 100/100 i Leaflet – 18027E
Presents the main advantages of Helios2 – 100/100 i.
Helios2 – 75/100 i Probate Fees Leaflet – 12255E
Explains how Helios2 – 75/100 i helps prevent common estate hassles, such as probate fees.
Helios2 – 75/100 i Probate Fees Leaflet – 12255S (Mandarin)
Explains how Helios2 – 75/100 i helps prevent common estate hassles, such as probate fees. In Mandarin with English footnotes.
DFS GIF Leaflet – 18029E
Presents the Funds available through the Helios2 Contract.
Responsible investing – Helios2 Leaflet – 19144E
“Which Investment Solution is right for you? questionnaire – 13183E
Recommends one of the 5 Investment Solutions and 4 Responsible Investment Portfolios available in the Helios2 Contract based on the answers provided. Try the web version of the questionnaire.
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
Creditor Protection – 06075E
Are your savings protected?
Contract and Information Folder – 13188E
To be given to the client at the time of sale.
Fund facts – 13188E01
Includes financial information as at December 31, 2019.
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
Fund Facts – Helios2 Contract - 20112E01
”Responsible Investment Portfolios” leaflet - 18050E
Expand your cliente base by offering the SocieTerra porfolios available in the Helios2 Contract.
See the 2020 Annual report on responsible investment.
Estate impact calculator leaflet
The leaflet show you how to you crunch your clients’ numbers with the new Estate Impact Calculator to make them aware of all the estate settlement fees and show them how they can avoid paying these fees by naming a Beneficiary for their Desjardins Insurance contracts.
"Representative’s guide" brochure 13185E
Presents the Guarantees, Funds and terms and conditions for the Helios2 Contract
"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.
Power your practice with responsible investment – Brochure - 18128A
Wise ETF Portfolios – 19166E - Document currently under review
Presents the Wise ETF Portfolios
GIF Taxation Brochure - 15200E
Demystifying how guaranteed investment funds are taxed.
Q&A - Changes to the DFS Guaranteed Investment Funds Offer
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
Estate impact calculator
Shows clients how much they will actually leave behind.
In addition, see the estate impact calculator leaflet – 17070E
For representatives only.
“Which Investment Solution is right for your clients?” questionnaire
Suggests one of the five Helios2 Investment Solutions based on the answers given to the questions.
A print version of the questionnaire – 13183E is also available.
For representatives and clients.
"Estimate your clients’ life expectancy" questionnaire
Makes clients more aware about how long their retirement will last.
In-force GLWB Calculator
