MasterClass Series by Desjardins Insurance
The MasterClass Series by Desjardins Insurance, which consists of interactive webinars led by insurance and financial planning professionals, is an opportunity to learn more, develop your skills and earn continuing education credits (CE credits).
By taking part in this webinar, you'll get to:
- Add to your knowledge and connect with a community of advisors whose shared goal it is to provide tailored solutions to clients
- Discuss the challenges currently impacting our industry and find out how Desjardins’ community of experts are addressing them
- Discover how incorporating financial planning into your daily work can help strengthen your client relationships
Family enterprise: Protecting what matters most
Join this MasterClass to discover how family business owners can protect their legacy while preparing for a successful transition to the next generation. Gain practical insights into succession planning strategies designed to balance family priorities, promote business continuity, and preserve a lasting legacy.
This session explores the unique opportunities and challenges faced by family enterprises and highlights how a structured planning process can help align family, ownership, and business objectives over the long term.
Earn 1 CE credit in life and health insurance
Date: Tuesday, September 22, 2026
Time: 1 p.m. (ET)
This webinar is also available in Mandarin: 立即注册
Missed a vodcast?
No worries! These webinar will be recorded. Playback will be available.
Immediate Financing Arrangement: From planification to execution
Learn about the Immediate Financing Arrangement (IFA), a sophisticated strategy that provides permanent life insurance while maintaining liquid assets for both personal and business needs.
This webinar will help you understand how this solution can be valuable for your clients when it’s used in the right circumstances. It also clearly outlines the steps required for a successful implementation. Using real-life case studies, you’ll learn how to structure a solid and compliant IFA. It’s a great opportunity to enhance your expertise!
Earn 1 CE credit in life and health insurance
This webinar is also available in Mandarin: 立即注册
Family estate planning
Anticipate tax implications and plan an effective wealth transfer
Learn how to help protect your clients’ family assets, reduce the tax impact at death and ensure a smooth wealth transfer between generations. You’ll discover how life and critical illness insurance solutions can become powerful strategic levers in your recommendations.
We’ll show you real-life case studies so you can see the Estate Needs Calculator and the Generational Legacy Plan in action. They’re both powerful tools that will help you build solid, lasting and tax-efficient wealth transfer strategies.
Get 1 CE credit in life and health insurance
This webinar is also available in Mandarin: 立即注册
Mind the gap: Bridging the accountant–advisor divide
Join this MasterClass to discover how bridging the gap between accountants and insurance advisors can lead to stronger client outcomes, clearer communication, and more effective financial planning.
This engaging session will help you understand the dynamics between these two professions, recognize the common challenges that arise when collaboration is missing, and learn how to foster productive partnerships that truly benefit your clients.
Through real-life scenarios and practical strategies, you’ll gain the tools to navigate the accountant–advisor relationship with confidence and clarity.
Earn 1 CE credit in life and health insurance
Term Life Insurance – A Flexible Solution to Meet Your Clients’ Evolving Needs
Discover how term life insurance can be a flexible solution that adapts to your clients’ evolving needs— whether they are as individuals or business owners.
This training session will help you better understand the features of Desjardins’ term life products, their benefits, and the valuable financial planning options they offer.
Through case studies that highlight the product’s flexibility, you’ll learn how to effectively incorporate term life insurance into your client recommendations.
Earn 1 CE credit in life and health insurance
PAR as a corporate asset class
Join this MasterClass to explore how Participating Whole Life Insurance (PAR) can be strategically leveraged as a corporate asset to support short-term strategic cashflow and long-term business and estate planning.
Gain valuable insights into advanced planning strategies and learn how to address key challenges business owners face — such as managing surplus cash, understanding tax implications, and optimizing corporate structures.
Earn 1 CE credit in life and health insurance
Additional Deposit Options deconstructed
This webinar is available in English and in Mandarin
The Additional Deposit Option deconstructed webinar offers a deep dive into the key features and benefits of Additional Deposit Options (ADO).
This session explains how ADO works—including MTAR and Load—and presents various scenarios to illustrate its practical applications. Through detailed examples and real-world discussions, you’ll explore the flexibility and advantages of incorporating ADO into financial plans. Viewers will come away with a strong understanding of how ADO can be tailored to meet a variety of clients’ needs and goals.
Earn 1 CE credit in life and health insurance
English webinar
This webinar is also available in Mandarin: 立即注册
Advanced Retirement Income Strategies
Join this MasterClass to discover how to navigate the complexities of retirement income planning in today’s evolving financial landscape. Learn advanced strategies that leverage insurance as a key asset class, helping you design sustainable and resilient retirement portfolios for your clients.
Earn 1 CE credit
Large case cover letters
Join this MasterClass to unlock the strategies behind successful cover letters. Learn how to craft documents that communicate key information, highlight client strengths and address underwriter concerns with confidence. While the focus will be on crafting letters for large cases, the techniques discussed can be applied across all cover letter scenarios.
Earn 1 CE credit in life and health insurance
Generational Legacy Plan
Find out all about our latest concept, the Generational Legacy Plan, an innovative financial strategy that offers a flexible approach to secure your clients' child or grandchild financial future across generations.
Join us and learn how to use this strategy to build a lasting legacy through wealth transfer planning involving a cash value life insurance policy.
Earn 1 CE credit in life and health insurance
Intergenerational Wealth Transfers
This webinar is designed to help you understand the implications of the great wealth transfer currently underway in Canada and how to effectively support your clients through this transition.
During the broadcast, we will:
- Explore strategies for successful wealth transfers, including gifting while living and utilizing life insurance
- Discuss the legal and tax implications of wealth transfers
- Present a case study on using life insurance to create a lifelong gift for future generations
Earn 1 CE credit in life and health insurance
Keyperson CI planning
This quick-paced session will focus on important "need to know’s" for advisors to talk about with their clients as they develop a risk management plan that includes critical illness insurance.
Earn 1 CE credit in life and health insurance
Risk management for business owners
Join this webinar and learn about strategic approaches to help clients build a risk management plan that protects their business from these critical human capital losses in a cost-effective way.
Earn 1 CE credit in life and health insurance
Corporate Insured Retirement Plan (CIRP)
Drawing retirement income from your corporation
Join this webinar to see how the Corporate Insured Retirement Plan concept:
- Supplements business owner retirement income
- Provides immediate protection for a Canadian-controlled private corporation (CCPC)
- Enhances the estate value of the business owner
- Provides a tax-efficient estate transfer at death
Earn 1 CE credit in life and health insurance