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DFS Sales Material and Tools

To support the representative's sales efforts, a range of tools is provided. Among them, marketing material presents a professional presentation of product's benefits as well as arguments that can help the representative close his sale.

 



Marketing material for Insurance and Savings products

This section provides the marketing material available for the following Insurance and Savings products.

Insurance Products
 

List of life insurance products sales material
   10 pages - 481 kb 

Savings Products
 


Life and Health Insurance Shopping Guide

This guide is specifically designed for clients and prospects to inform them of the different types of insurance and how to prepare themselves for a meeting with a representative.  It is presented in its complete version as well as in its specific sections.

Life and Health Insurance Shopping Guide
   33 pages - 409 kb

Here are the specific sections of the Guide

Analyze you situation and Comparison shop for insurance
   7 pages - 38 kb

How to prepare for a meeting with a representative
   9 pages - 48 kb

Term Life insurance
   7 pages - 38 kb

Universal Life insurance
   9 pages - 44 kb

Critical Illness insurance
   7 pages - 39 kb

Long-Term Care Insurance
   6 pages - 45 kb

Self-Employed Worker Insurance
   6 pages - 44 kb

Optional benefits
   6 pages - 32 kb

Glossary
   4 pages - 25 kb

Cover
   2 pages - 93 kb

Corporate Material - General

Overall look on financial results of Desjardins Financial Security.

  

Solid Foundations For Your Financial Security - 04045E
   8 pages - 461 kb

 



 

Desjardins Financial Security corporate presentation: profile, values, vision, subsidiaries, products, services and addresses.

Serving More than 5M   Serving more than 5 million people in Canada - 02132E01
   16 pages - 1.1 Mb




 

Report on Desjardins Financial Security's commitments and accomplishments that support clients, employees and their communities.

Social_Responsability   Social Responsibility Report - 07344E02
   16 pages - 895 kb




 

Marketing material in Chinese

Desjardins Financial Security provides some marketing material in Chinese to support the representatives servicing this community.  Here is the marketing material currently available.

Chinese marketing material

Solid Foundations - Brochure - 09757E
   8 pages - 761 kb

PACE outline (06-12)
   1 page - 962 kb

Independent Living - Folder - 05041S01 (05-09)
   2 pages - 1.2 Mg

Independent Living - Brochure - 05041S (05-09)
   12 pages - 2.8 Mg


 

Webi material

Audio visual presentations

Webi's presentation

Description

Weight

 

Introduction

2.50 Mo

 

Presentation of pages:

  • Language selection Page
  • Login Page
  • Home Page
  • Information Pages
     

5.80 Mo

 

Navigating in the prototype and conclusion

4.48 Mo

 

Web Access presentation

Description

Weight

 

WebAccess

1.95 Mo

 

Flyer

                                              

 


   

Describes the benefits of using Webi and the type of information offered. It lists the tools that are available on Webi to support advisors through every step of their sales process.

Intended for:
 

  • Sales management for recruitment purposes
  • Advisors that are unfamiliar with Webi
  • New recruits
     

Webi Brochure - DFSIN version - 05060E
   2 pages - 464 kb

Webi Brochure - MGA version - 08071E (08-04)
   2 pages - 211 ko

 
Last Update: May 30, 2008
 
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