What is a financial security advisor?
Desjardins financial security advisors1 are specialists in personal insurance and analyze your company’s insurance needs based on your existing coverage and future plans (business start-ups or transfers, buy-sell agreements, retirement, etc.) Financial security advisors can provide you with insurance solutions2 that: • are tailored to your business needs • cover both your and your family’s personal insurance needs, if you so desire Financial security advisors are part of the Desjardins Business Centres’ team of experts. Working closely with account managers and other caiss experts, they can provide you with a solution tailored to your business needs.
Desjardins financial security advisors1 are specialists in personal insurance who work with the caisses and analyze your personal, family or professional insurance needs. Financial security advisors define your profile using the following information: • Your short, medium and long-term objectives (family, career, plans). • Your lifestyle (single, married or attached, with or without children.) • Your current financial situation. The analysis will ensure that: • You have taken the measures needed to maintain your family’s standard of living and to protect your estate in the event of death. • You have sufficient insurance to compensate for a loss of income and to meet any additional expenses relating to a disability, critical illness, accident or a precarious state of health. Financial security advisors can provide you with insurance solutions2 from a broad-ranging selection of insurance products (life, disability, health) that is perfectly tailored to your profile. The solution proposed
