| Planned Gift - Sales Material and Tools |
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To order, contact your financial centre's administrative assistant or follow your current procedure and specify the identification number.
Available in Quebec only.
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Folder
To insert documents relating to the DFS Planned Gift.
Intended for clients and representatives.
Closed: 9 X 12 in
Opened: 18 X 12 in
The Desjardins Financial Security Planned Gift - 03047E
 2 pages - 99 kb |
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Client brochure
Presents the main benefits and characteristics of the DFS Planned Gift.
Intended for clients
Closed: 4 X 8½ in
Opened: 22 X 8½ in
A brillant way to give! (Quebec) - 03047E02
 2 pages - 232 kb |
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Client brochure
Presents the main benefits and characteristics of the planned gift concept.
A brillant way to give! (All provinces except Quebec) - 03047E04
 2 pages - 246 kb
N.B.
The marketing material of the DFS Planned Gift is visually identical for the SFL and Desjardins networks. All of the reference numbers for the presented material in this section are identified to the SFL network.
Although, you must clearly identify the brochures distributed (by a stamp or a label) to make sure the answers will be personally forwarded to you.
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Foundation brochure
Presents the main benefits and characteristics of the DFS Planned Gift.
Intended for the foundation
Closed: 8½ X 11 in
Opened: 25½ X 11 in
Advantages to be highlighted - 03047E05
 6 pages - 307 kb
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Rate table
Steps to follow to complete the application, premiums tables and examples of premium calculations.
Intended for representatives
Closed: 8½ X 11 in
Opened: 17 X 11 in
A thoughfull way to give - 03047E06
 2 pages - 259 kb
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