Resources for our members

Toolbox

The InfoDéonto toolbox has a wealth of information for your practice! Consider printing them so you can consult them regularly.

To see the tools, please select the desired category:

General tools

Tools Registration disciplines and categories
  Group savings and scholarship plans Insurance of persons and financial planning Group insurance of persons
Know your client (KYC)

 

Survival guide for productive discussions

 

Detect and treat your client’s signs of vulnerability

 

Technology and the protection of personal information

Mutual funds and scholarship plans

Tools
Client file - Mutual funds and scholarship plans
Talking openly about fees
Other occupation - Mutual funds and scholarship plans

Insurance of persons and financial planning

Tools
Client file - Insurance of persons and financial planning
Other occupation - Insurance of persons and financial planning
Review of existing coverage
Reasons for replacing an insurance policy
Corporate FNA
Example - Replacement noticed filed correctly
Example - Replacement notice filed incorrectly
Dynamic Tools
Balance sheet template
Estimating the current cost of living (before death)
Estimating the cost of living after the death of an adult
Tax due upon death
Cash assets available at the time of death
Estimating the annual income to cover following a death

 

Group insurance

 

Tools
Client file - Group insurance of persons
Group insurance of persons overview
Group insurance FNA
Required mandate for group insurance of persons
Group insurance recommendations
Know your client and group annuity plans
Other occupation - Insurance of persons and financial planning