Sales concepts

Affluent

 

 

Wealth Escalator Plan<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Wealth%20Escalator%20Plan/6197_.000">a</a></div><span id="__publishingReusableFragment"></span>https://www.webi.desjardinslifeinsurance.com/en/public/insurance/Pages/wealth-escalator-plan.aspx<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Wealth%20Escalator%20Plan/6197_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Wealth%20Escalator%20Plan/6198_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Wealth%20Escalator%20Plan/6199_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Wealth%20Escalator%20Plan/6200_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Wealth%20Escalator%20Plan/6201_.000">a</a></div><h1>Wealth Escalator Plan</h1> <span id="__publishingReusableFragment"></span> <div class="responsive-tabs ms-rteKeepStyles"><ul class="nav nav-tabs ms-rteKeepStyles"><li class="active"> <a id="panelgroup_99b2" href="#onglet0" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="true">How it works</a></li><li> <a id="panelgroup_5b9a" href="#onglet1" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Target clientele</a></li><li> <a id="panelgroup_62b6" href="#onglet2" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Illustration creation</a></li><li> <a id="panelgroup_ee6b" href="#onglet3" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Sales materiel</a></li></ul><div class="tab-content ms-rteKeepStyles"><div id="onglet0" class="tab-pane active ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet1" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet2" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet3" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div></div></div>
Health Priorities – Child<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Health%20Priorities%20-%20Child/6187_.000">a</a></div><span id="__publishingReusableFragment"></span>https://www.webi.desjardinslifeinsurance.com/en/public/insurance/Pages/health-priorities-child.aspx<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Health%20Priorities%20-%20Child/6187_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Health%20Priorities%20-%20Child/6182_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Health%20Priorities%20-%20Child/6183_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Health%20Priorities%20-%20Child/6184_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Health%20Priorities%20-%20Child/6186_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Health%20Priorities%20-%20Child/6185_.000">a</a></div><h1>Health Priorities – Child</h1> <span id="__publishingReusableFragment"></span> <div class="responsive-tabs ms-rteKeepStyles"><ul class="nav nav-tabs ms-rteKeepStyles"><li class="active"> <a id="panelgroup_5659" href="#onglet0" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="true">How it works</a></li><li> <a id="panelgroup_96bb" href="#onglet1" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Target market</a></li><li> <a id="panelgroup_94bc" href="#onglet2" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Sales approach</a></li><li> <a id="panelgroup_3610" href="#onglet3" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Illustration creation</a></li><li> <a id="panelgroup_e5cc" href="#onglet4" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Sales material</a></li></ul><div class="tab-content ms-rteKeepStyles"><div id="onglet0" class="tab-pane ms-rteKeepStyles active" aria-hidden="false"> <span id="__publishingReusableFragment"></span> </div><div id="onglet1" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet2" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet3" class="tab-pane ms-rteKeepStyles" aria-hidden="true"> <span id="__publishingReusableFragment"></span> </div><div id="onglet4" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div></div></div>
Insured Retirement Plan (IRP)<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Insured%20Retirement%20Plan%20(IRP)/5324_.000">a</a></div><span id="__publishingReusableFragment"></span>https://www.webi.desjardinslifeinsurance.com/en/public/insurance/Pages/irp.aspx<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Insured%20Retirement%20Plan%20(IRP)/5324_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Insured%20Retirement%20Plan%20(IRP)/5325_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Insured%20Retirement%20Plan%20(IRP)/5326_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Insured%20Retirement%20Plan%20(IRP)/5327_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Insured%20Retirement%20Plan%20(IRP)/5328_.000">a</a></div><h1>Insured Retirement Plan (IRP)</h1> <span id="__publishingReusableFragment"></span> <div class="responsive-tabs ms-rteKeepStyles"><ul class="nav nav-tabs ms-rteKeepStyles"><li class="active"> <a id="panelgroup_c708" href="#onglet0" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="true">How it works</a></li><li> <a id="panelgroup_b06a" href="#onglet1" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Target clientele</a></li><li> <a id="panelgroup_39f9" href="#onglet2" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Illustration creation</a></li><li> <a id="panelgroup_6c22" href="#onglet3" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Sales material</a></li></ul><div class="tab-content ms-rteKeepStyles"><div id="onglet0" class="tab-pane ms-rteKeepStyles active" aria-hidden="false"><p></p> <span id="__publishingReusableFragment"></span> </div><div id="onglet1" class="tab-pane ms-rteKeepStyles" aria-hidden="true"> <span id="__publishingReusableFragment"></span> </div><div id="onglet2" class="tab-pane ms-rteKeepStyles" aria-hidden="true"> <span id="__publishingReusableFragment"></span> </div><div id="onglet3" class="tab-pane ms-rteKeepStyles" aria-hidden="true"> <span id="__publishingReusableFragment"></span></div></div></div>
Insured Annuity<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Insured%20Annuity/6265_.000">a</a></div><span id="__publishingReusableFragment"></span>https://www.webi.desjardinslifeinsurance.com/en/public/insurance/Pages/insured-annuity.aspx<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Insured%20Annuity/6265_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Insured%20Annuity/6261_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Insured%20Annuity/6262_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Insured%20Annuity/6263_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Insured%20Annuity/6264_.000">a</a></div><h1>Insured Annuity</h1> <span id="__publishingReusableFragment"></span> <div class="responsive-tabs ms-rteKeepStyles"><ul class="nav nav-tabs ms-rteKeepStyles"><li class="active"> <a id="panelgroup_5320" href="#onglet0" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="true">How it works</a></li><li> <a id="panelgroup_075f" href="#onglet1" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Target clientele</a></li><li> <a id="panelgroup_3891" href="#onglet2" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Illustration creation</a></li><li> <a id="panelgroup_76e1" href="#onglet3" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Sales material</a></li></ul><div class="tab-content ms-rteKeepStyles"><div id="onglet0" class="tab-pane active ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet1" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet2" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet3" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div></div></div>
Planned Giving<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Planned%20Giving/5925_.000">a</a></div><span id="__publishingReusableFragment"></span>https://www.webi.desjardinslifeinsurance.com/en/public/insurance/Pages/planned-giving.aspx<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Planned%20Giving/5925_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Planned%20Giving/5926_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Planned%20Giving/5928_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Planned%20Giving/5929_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Planned%20Giving/5930_.000">a</a></div><h1>Planned Giving</h1> <span id="__publishingReusableFragment"></span> <div class="responsive-tabs ms-rteKeepStyles"><ul class="nav nav-tabs ms-rteKeepStyles"><li class="active"> <a id="panelgroup_5554" href="#onglet0" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="true">How it works</a></li><li> <a id="panelgroup_2e71" href="#onglet1" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Target clientele</a></li><li> <a id="panelgroup_e020" href="#onglet2" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Illustration creation</a></li><li> <a id="panelgroup_f8f6" href="#onglet3" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Sales material</a></li></ul><div class="tab-content ms-rteKeepStyles"><div id="onglet0" class="tab-pane active ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet1" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet2" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet3" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div></div></div>

Business owners

 

 

Small Business Passive Investment Income Impact Calculator concept - (PIIIC)<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Small%20business%20(PIIIC)%20concept/5885_.000">a</a></div><span id="__publishingReusableFragment"></span>https://www.webi.desjardinslifeinsurance.com/en/public/insurance/Pages/small-business-passive-investment-income-impact-calculator-concept.aspx<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Small%20business%20(PIIIC)%20concept/5885_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Small%20business%20(PIIIC)%20concept/5886_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Small%20business%20(PIIIC)%20concept/5887_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Small%20business%20(PIIIC)%20concept/5888_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Small%20business%20(PIIIC)%20concept/5889_.000">a</a></div><h1>Small Business Passive Investment Income Impact Calculator concept - (PIIIC)</h1> <span id="__publishingReusableFragment"></span> <div class="responsive-tabs ms-rteKeepStyles"><ul class="nav nav-tabs ms-rteKeepStyles"><li class="active"> <a id="panelgroup_8c3a" href="#onglet0" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="true">How it works</a></li><li> <a id="panelgroup_0714" href="#onglet1" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Target clientele</a></li><li> <a id="panelgroup_a129" href="#onglet2" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Illustration creation</a></li><li> <a id="panelgroup_d4f3" href="#onglet3" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Sales Material</a></li></ul><div class="tab-content ms-rteKeepStyles"><div id="onglet0" class="tab-pane active ms-rteKeepStyles"><p></p> <span id="__publishingReusableFragment"></span> </div><div id="onglet1" class="tab-pane ms-rteKeepStyles"><p></p> <span id="__publishingReusableFragment"></span> </div><div id="onglet2" class="tab-pane ms-rteKeepStyles"><p></p> <span id="__publishingReusableFragment"></span> </div><div id="onglet3" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div></div></div>
Corporate Wealth Escalator Plan<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Corporate%20Wealth%20Escalator%20Plan/6240_.000">a</a></div><span id="__publishingReusableFragment"></span>https://www.webi.desjardinslifeinsurance.com/en/public/insurance/Pages/corporate-wealth-escalator-plan.aspx<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Corporate%20Wealth%20Escalator%20Plan/6240_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Corporate%20Wealth%20Escalator%20Plan/6241_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Corporate%20Wealth%20Escalator%20Plan/6242_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Corporate%20Wealth%20Escalator%20Plan/6243_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/Corporate%20Wealth%20Escalator%20Plan/6244_.000">a</a></div><h1>Corporate Wealth Escalator Plan</h1> <span id="__publishingReusableFragment"></span> <div class="responsive-tabs ms-rteKeepStyles"><ul class="nav nav-tabs ms-rteKeepStyles"><li class="active"> <a id="panelgroup_238e" href="#onglet0" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="true">How it works</a></li><li> <a id="panelgroup_daee" href="#onglet1" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Target clientele</a></li><li> <a id="panelgroup_1486" href="#onglet2" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Illustration creation</a></li><li> <a id="panelgroup_c708" href="#onglet3" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Sales material</a></li></ul><div class="tab-content ms-rteKeepStyles"><div id="onglet0" class="tab-pane active ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet1" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet2" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div><div id="onglet3" class="tab-pane ms-rteKeepStyles"> <span id="__publishingReusableFragment"></span> </div></div></div>
Essential Passive Income Concept (EPIC)<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/EPIC/6084_.000">a</a></div><span id="__publishingReusableFragment"></span>https://www.webi.desjardinslifeinsurance.com/en/public/insurance/Pages/essential-passive-income-concept-epic.aspx<div id="__publishingReusableFragmentIdSection"><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/EPIC/6084_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/EPIC/6085_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/EPIC/6088_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/EPIC/6089_.000">a</a><a href="/ReusableContent/English/Insurance/Services/Ilustration%20Sales%20Concept/EPIC/6090_.000">a</a></div><h1>Essential Passive Income Concept (EPIC)</h1> <span id="__publishingReusableFragment"></span> <div class="responsive-tabs ms-rteKeepStyles"><ul class="nav nav-tabs ms-rteKeepStyles"><li class="active"> <a id="panelgroup_aeda" href="#onglet0" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="true">How it works</a></li><li> <a id="panelgroup_c666" href="#onglet1" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Target clientele</a></li><li> <a id="panelgroup_c926" href="#onglet2" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Report creation</a></li><li> <a id="panelgroup_52ed" href="#onglet3" data-toggle="tab" role="tab" class="r-tabs-anchor ms-rteKeepStyles" aria-selected="false">Sales material and approach</a></li></ul><div class="tab-content ms-rteKeepStyles"><div id="onglet0" class="tab-pane ms-rteKeepStyles active" aria-hidden="false"> <span id="__publishingReusableFragment"></span> </div><div id="onglet1" class="tab-pane ms-rteKeepStyles" aria-hidden="true"> <span id="__publishingReusableFragment"></span> </div><div id="onglet2" class="tab-pane ms-rteKeepStyles" aria-hidden="true"> <span id="__publishingReusableFragment"></span> </div><div id="onglet3" class="tab-pane ms-rteKeepStyles" aria-hidden="true"> <span id="__publishingReusableFragment"></span> </div></div></div>