What's going on in Individual Insurance and Investment

Dear Partners,

The past year was marked by many accomplishments, both big and small. We made progress by working together, and this collaborative spirit will carry us forward into the new year and beyond. On behalf of the entire Desjardins Wealth Management and Life and Health Insurance team, we want to thank you for your trust and convey our warmest wishes for success, health and happiness.

Life insurance, health insurance and investment solutions all support the same goal: protecting the financial security of our members and clients. Since we care about their peace of mind, we continually strive to make our solutions more personalized, distinctive and profitable. Thank you for your support and commitment to making this happen.

Our partners will also continue to be a top priority in 2023. That's why we're making it easier to do business with us. Improvements happen one step at a time, of course, but rest assured that you can always count on us to actively support your business development efforts.

We wish you a very happy New Year. May 2023 bring you plenty of joy as you achieve your goals and pursue your ambitions.

In this issue:

• Improvements to the electronic application
• Mark your calendar: March 1, 2023, RRSP Deadline
• Mailing of annual statements to clients underway 
• Reminder of RRSP contribution receipts mailing – Desjardins Insurance Guaranteed Investment Funds and Term Investments and annuities

Webi publications as reminder (December 2022):

• DFS Guaranteed Investment Fund | New method of allocating income, capital gains and losses
• 2022 estimated tax impacts for DSF Guaranteed Investment Funds (DSF GIFs)
• Helios2 contract | Confirmation of 2022 GLWB Bonus Rate

IMPROVEMENTS TO THE ELECTRONIC APPLICATION

Insurability section – Medical questionnaire

We've updated the medical questionnaire under the Insurability tab of the DSign electronic application to make it easier for you to offer insurance to your clients.

These latest changes are just another way we've worked to make life easier throughout the last year. It's a commitment that will continue to be an important priority for us in 2023.

Our objectives

We've updated the following health conditions so that we can ask more relevant questions and collect more accurate information.

Overview

Questions?

Call our Client Relations Centre: 1‑800‑278‑0669

MARK YOUR CALENDAR: MARCH 1, 2023, RRSP DEADLINE

March 1, 2023 is the deadline to contribute to your RRSP for the first 60 days of 2023.

For more information, please refer to the RRSP Campaign – Guidelines   section, which has been updated for 2023, under Investments > Policy services > RRSP Campaign – Guidelines.

Questions?

Call our Client Relations Centre: 1‑877‑647‑5435
Annuities: savings@dfs.ca
Guaranteed Investment Funds: gifclientservice@dfs.ca

MAILING OF ANNUAL STATEMENTS TO CLIENTS UNDERWAY

The mailing of annual statements dated January 1, 2023 and addressed to clients is currently underway. Printable versions of these statements are available in the Client Correspondences application in the secure section.

Questions?

Call our Client Relations Centre: 1‑877‑647‑5435
Annuities: savings@dfs.ca

REMINDER OF RRSP CONTRIBUTION RECEIPTS MAILING – DESJARDINS INSURANCE GUARANTEED INVESTMENT FUNDS AND TERM INVESTMENTS AND ANNUITIES

Please find below the mailing dates of RRSP contribution receipts.

Questions?

Call our Client Relations Centre: 1‑877‑647‑5435
Annuities: savings@dfs.ca
Guaranteed Investment Funds: gifclientservice@dfs.ca