Avoid losing your clients' benefits with the Desjardins Financial Security Transition account! The DFS Transition account allows you to automatically transfer, without having to issue a cheque to the beneficiary, life and critical illness insurance benefits to a daily interest account.
Therefore, to maintain your clientele, you can take advantage of this opportunity to set up a complete financial plan for your client. When the time comes, you will be able to offer a long-term solution tailored to his/her needs.
Advantages
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A daily interest rate. To find out the current rate, consult Term Investments, under
Investments > Rates and ROI.
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No administrative fees
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Same-day fund access service when the request is submitted by 10:30 a.m., by:
Other characteristics
- A minimum deposit of $25,000 is required to open this account.
- A minimum of $2,000 is required per withdrawal.
- The DFS Transition account is protected by
Assuris.
- The DFS Transition account is a deferred annuity contract offered by Desjardins Insurance.
