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DFS Transition Account

​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

  • A daily interest rate. To find out the current rate, consult Term Investments, under Investments > Rates and ROI.
  • No administrative fees
  • 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.