Analyze your insurance needs
Financial security advisors1 are personal insurance experts assigned to a caisse. Their role it is to determine your profile with a view to offering you coverage that is best suited to your personal or professional needs or those of your family.
A financial security advisor defines your profile using the following information:
- your short, medium and long-term objectives (family, career, plans, etc.)
- your lifestyle (single, married or attached, with or without children, etc.).
The advisor 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.
The financial security advisor will choose coverage from a broad-ranging selection of insurance products (life, disability, health) that is perfectly tailored to your profile. The solution proposed is flexible and can be adapted to changes in your life. The financial security advisor will give you a life and health insurance contract that is easy to read and understand. In fact, our contracts are cited as examples in the insurance industry by consumer groups.
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 By phone(Members who do not use AccèsD Internet) |
1-866-838-7661 |
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 At the caisse
(Members and non-members) |
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The financial security advisor can meet with you at your caisse, at home or at your office.
1. Ontario Life and Health Insurance Agent.
