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This section offers prospecting and business development tools and marketing material currently available for Helios.
Sales Material
To order, contact your financial centre's administrative assistant and specify the identification number.
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Determine Your Investor Profile Brochure
Includes a questionnaire to identify your clients' investor profile and provide the appropriate recommendations for their investments.
Closed 8½ in X 11 in
Opened 17 in X 11 in
Determine Your Investor Profile
 8 pages - 248 kb
Only available on Webi |
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Portfolio Recommandation Flyers
These leaflets suggest solutions comprising the Helios Contract Portfolios of Funds, with or without Alternative Strategies, based on the investor's profile.
8 ½ in X 11 in R/V
Secure Profile
 2 pages - 128 kb
Moderate Profile
 2 pages - 135 kb
Balanced Profile
 2 pages - 138 kb
Growth Profile
 2 pages - 141 kb
Speculative Profile
 2 pages - 130 kb
Only available on Webi |
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Co-op advertisement mats
These advertisements help you promote your services to your target clientele by means of community, local and regional newspapers, magazines, bulletins, flyers, etc.
Helios Ad - I'm on my way to a great retirement
 2 pages - 208 kb
GMWB Ad - I'm achieving my retirement goals
 2 pages - 275 kb
Savings Solutions Ad - I have big plans!
 2 pages - 257 kb
Helios Article – "Are you on track to reach your retirement goals?"
 1 page - 63 kb
If you wish to use one of these ads, please contact your Regional Sales Manager. |
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"Helping you carry out your retirement projects" Flyer
Overview of the Helios Contract guarantees and protections.
Intended for clients.
Closed 4 in X 8½ in
Opened 20 in X 8½ in
Helios – Helping you carry out your retirement projects – 07235E
 2 pages - 513 kb
Also available in the Helios Folder. |
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"Helping you carry out your retirement projects" Brochure
Presents the Helios Contract in details.
Intended for clients.
Closed 8½ in X 11 in
Opened 17 in X 11 in
Helios – Helping you carry out your retirement projects – 07236E
 14 pages - 323 kb
Also available in the Helios Folder.
"A portfolio to make your own" Flyer
Presents the Guaranteed Investment Funds Portfolios available through the Helios Contract.
Closed 8½ in X 11 in
Opened 30 in X 11 in
A portfolio to make your own - 08025E
 8 pages - 685 kb
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"Helios – Guaranteed Investment Funds for the "new" retirement" Folder
Presents the new Helios Contract.
For Representatives' Use Only.
Closed: 8½ in X 11 in
Opened: 17 in X 11 in
"Helios – Guaranteed Investment Funds for the "new" retirement" - 07234E
 4 pages - 330 kb
Includes
Guarantee 75/75 – 07234E01
 6 pages - 248 kb
Guarantee 75/100 i – 07234E02
 8 pages - 524 kb
Guarantee 100/100 r – 07234E03
 6 pages - 167 kb
Guaranteed Minimum Withdrawal Benefit – 07234E04
 10 pages - 222 kb
The Desjardins Financial Security Guaranteed Investment Funds – 07234E05
 40 pages - 1.4 Mb
Highlights of Helios – 07234E06
4 pages - 425 kb
Also includes clients' flyer (07235E) and brochure (07236F). |
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Contract and Information Folder
Describe the Desjardins Financial Guaranteed Investment Plan – Helios and each Desjardins Financial Security Guaranteed Investment Fund.
Must be handed to clients at the time of the sale.
Closed 8½ in X 11 in
Opened 17 in X 11 in
Contract and Information Folder – 07246E
 112 pages - 2.3 Mb |
Sales Tools
These template letters promote the Helios Guaranteed Investments Funds Contract. You can personalize the template letter with your contact information.
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Pre-approach letters
A useful prospecting tool that presents the importance of the Helios Guaranteed Investments Funds Contract to help your clients reach their retirement objectives. The letters can be personalized with your contact information.
"Can you count on your investments to help you reach your retirement objectives?" letter for investors
 1 page - 42 kb
"Will your retirement plan provide you with a guaranteed and predictable income?" letter for semi-retirees, retirees and individuals who are less than 10 years to their retirement
 1 page - 44 kb
"Have your taken precautions to protect your investments from creditors?" letter for business owners and self-employed workers
 1 page - 43 kb
Available on Webi, your computer (C:\Profiles) when installing Profile Clients by Afaria and on cd-rom available at your financial centre.
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