Knowledge Center Insurance
A place to drive your success!
Access key resources, information about our products, useful tools and online or on-demand training so you can learn at your own pace and in your own environment.
A place to drive your success!
Access key resources, information about our products, useful tools and online or on-demand training so you can learn at your own pace and in your own environment. Some training is offered exclusively to advisors who have a business relationship with us. Log in to your secure site to take full advantage.
- Series
- Products
- Tools
- Need CE credits?
We offer a variety of webinars to help you learn more and increase your sales. Discover them!
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Build solid business market expertise with the Business Owner Series, a six-session training program designed to help you better support business owners in making decisions related to business planning, protection and continuity.
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MasterClass Series by Desjardins Insurance
These webinars explore technical topics to enhance your expertise. They’re designed for advisors who want to refine their strategies and become more proficient in the nuances of insurance.
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This series covers topics of general interest such as product launches and market trends. Accessible content to enhance your knowledge of the sector and provide talking points with your clients.
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Discovery Series with Desjardins webcasts
The Discovery Series with Desjardins is an on-demand webinar series that connects you with your fellow insurance and financial professionals for:
- Tailored advice to help you grow your business
- Winning sales strategies and solutions tailored to your clients’ unique needs
- All the latest market trends, industry best practices, and more
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Discovery Series: Unplugged with Desjardins podcasts
Join David Lee and Rehan Bhanji from Desjardins Insurance as we dive deep into the stories of real people, real advisors, and real-life experiences.
We offer a wide range of life and health insurance coverages and various benefits tailored to your clients' changing needs. Watch these webinars to learn about the different products available and their main features.
Online training
To learn more about the products available and find out what they have to offer.
Life insurance |
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Critical illness insurance |
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Disability insurance |
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Other |
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Many tools are available to help you with your service offer. Take advantage of our training to make the most of it.
If you have technical difficulties, contact Merchandising Technology at 1-800-461-3914 or mtsupport@dfs.ca.
Insurance Illustration |
Learn how to create an illustration for our insurance products. Create, calculate premiums and generate the illustration report that you can give to your clients.
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Electronic Application |
The aim of these 4 training courses is to enable you to complete an e-application quickly and efficiently, right through to the submission. Screenshots and scenarios will step by step. |
Are you looking for CE credits? Many of our webinars are accredited and give 1 CE credit.
| Title | Summary | Duration | Certification / Expiry |
|---|---|---|---|
| Business Owner Series | Business market overview | Learn about the market characteristics of small businesses, the main legal forms they operate under and the differences between those structures. |
60 min | Advocis / Alberta Insurance Council / FP Canada / Insurance Council of Manitoba / MFDA L’Institut de planification financière Chambre de la sécurité financière Insurance Council of Saskatchewan |
| Business Owner Series | Understanding a corporate client’s financial statements | Learn how to identify the key items of financial statements to back up your recommendations, and how to apply financial underwriting principles to streamline and accelerate the process. |
60 min | Advocis / Alberta Insurance Council / FP Canada / Insurance Council of Manitoba / MFDA L’Institut de planification financière Chambre de la sécurité financière Insurance Council of Saskatchewan |
| Business Owner Series | Introduction to corporate taxation | Learn the basics of corporate taxation and how it can influence business management and strategic decision‑making. |
60 min | Advocis / Alberta Insurance Council / FP Canada / Insurance Council of Manitoba / MFDA L’Institut de planification financière Chambre de la sécurité financière Insurance Council of Saskatchewan |
| Business Owner Series | Key elements of the taxation of life insurance | Deepen your understanding of life insurance taxation rules and their implications for protection strategies for business owners. |
60 min | Advocis / Alberta Insurance Council / FP Canada / Insurance Council of Manitoba / MFDA L’Institut de planification financière Chambre de la sécurité financière Insurance Council of Saskatchewan |
| Business Owner Series | Accessing life insurance cash values | Explore the different ways a business can access the cash surrender value of a permanent life insurance policy, as well as the associated financial and tax implications. |
60 min | Advocis / Alberta Insurance Council / FP Canada / Insurance Council of Manitoba / MFDA L’Institut de planification financière Chambre de la sécurité financière Insurance Council of Saskatchewan |
| Business Owner Series | Buy‑sell agreements and your role in succession planning | Learn about the critical role buy‑sell agreements can play in ensuring business continuity and how life insurance can help finance these agreements. |
60 min | Advocis / Alberta Insurance Council / FP Canada / Insurance Council of Manitoba / MFDA L’Institut de planification financière Chambre de la sécurité financière Insurance Council of Saskatchewan |
| Exit ready: Helping business owners build, value and sell with confidence | Many business owners build valuable companies without a clear plan to turn that value into personal wealth. Learn how to start exit planning conversations earlier and guide clients through a confident business transition. |
60 min | FP Canada Advocis (IAFE) / Alberta Insurance Council / Insurance Council of Manitoba / MFDA Insurance Council of Saskatchewan |
| Immediate Financing Arrangement: From planification to execution | Learn about this strategy that provides permanent life insurance while maintaining liquid assets for both personal and business needs. |
60 min | Advocis (IAFE) / Alberta Insurance Council / L’Institut de planification financière / MFDA Chambre de la sécurité financière FP Canada Insurance Council of Saskatchewan |
| 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. |
75 min | FP Canada Chambre de la sécurité financière / L’Institut de planification financière Advocis / Alberta Insurance Council / Insurance Council of Manitoba / MFDA Insurance Council of Saskatchewan |
| Mind the Gap: Bridging the Accountant–Advisor Divide | Learn how bridging the gap between accountants and insurance advisors can lead to stronger client outcomes, clearer communication, and more effective financial planning. |
75 min | Advocis / Alberta Insurance Council / Insurance Council of Manitoba / MFDA / FP Canada Insurance Council of Saskatchewan |
| 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. |
75 min | FP Canada Chambre de la sécurité financière Advocis (IAFE) / Alberta Insurance Council / Insurance Council of Manitoba Insurance Council of Saskatchewan |
| PAR as a corporate asset class | Discover 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. |
75 min | Advocis (IAFE) / Alberta Insurance Council / Insurance Council of Manitoba / FP Canada / MFDA Chambre de la sécurité financière / L’Institut de planification financière Insurance Council of Saskatchewan |
| From entry to impact: Early-stage insurance strategies for business owners | Learn how SOLO Loan insurance disability and participating whole life insurance can be positioned early to protect human capital, support business continuity, and enable long‑term wealth creation. |
90 min | FP Canada Advocis (IAFE) / Alberta Insurance Council / Insurance Council of Manitoba / MFDA Insurance Council of Saskatchewan |
| Unshakeable leadership: Planning with purpose for neurodiverse families | Learn how life insurance, critical illness insurance, and integrated personal and business planning can help build lasting financial security for neurodiverse families. |
60 min | Advocis (IAFE) / Alberta Insurance Council / FP Canada / Insurance Council of Manitoba / MFDA Insurance Council of Saskatchewan |
Explore Canada’s strategy to navigate global uncertainty, economic growth prospects, geopolitical and trade developments, and trends shaping consumer spending and financial markets. |
60 min | Alberta Insurance Council / Insurance Council of Manitoba CIRO - ID (IIROC) Chambre de la sécurité financière / Institut de planification financière Advocis (IAFE) CIRO - MFD (MFDA) |
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From Story to Strategy: Turning Personal Narratives into Client Wins |
You’ll learn how to connect real‑life needs to solutions like Participating Whole Life Insurance and Insured Retirement Plans — with a focus on term conversions, tax efficiency, and legacy planning. | 60 min | Advocis / Institute for Advanced Financial Education / Alberta Insurance Council / FP Canada / Insurance Council of Manitoba / Insurance Council of Saskatchewan May 1, 2027 |
| The Family Farm Financial Framework | Gain practical insights to better serve agricultural clients and unlock new business opportunities in this vital market. | 60 min | Advocis / Institute for Advanced Financial Education / Alberta Insurance Council / Insurance Council of Manitoba / Insurance Council of Saskatchewan / MFDA January 8, 2027 |
| Limitless Potential: Actuarial Strategies for PAR Life Growth | See how actuarial science can be applied to create tax‑efficient solutions, overcome client objections, and build long‑term value for corporate business owners. | 60 min | Advocis / Institute for Advanced Financial Education / Alberta Insurance Council / Insurance Council of Manitoba / Insurance Council of Saskatchewan / MFDA January 8, 2027 |
| Success in Succession: Part 2 | This webcast offers practical insights into aligning family dynamics, integrating business and personal goals, and crafting effective succession plans. | 60 min | Advocis / Institute for Advanced Financial Education / Alberta Insurance Council / FP Canada / Insurance Council of Manitoba / Insurance Council of Saskatchewan / MFDA January 8, 2027 |
| The Wealth Algorithm | This session dives into how advisors can optimize client outcomes by understanding the three key financial phases: accumulation, withdrawal, and estate planning. | 60 min | Advocis / Institute for Advanced Financial Education / Alberta Insurance Council / Insurance Council of Manitoba / Insurance Council of Saskatchewan / MFDA January 8, 2027 |
| Additional Deposit Options deconstructed This webinar is also available in Mandarin |
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. | 75 min | Advocis / Alberta Insurance Council / FP Canada / Insurance Council of Manitoba / MFDA Insurance Council of Saskatchewan |
| Flexibility for Your Client: Additional Deposit Option | Learn about Desjardins Insurance’s Additional Deposit Option (ADO), as well as its value and flexibility. | 90 min | Advocis / Alberta Insurance Council / FP Canada / Insurance Council of Manitoba / MFDA Insurance Council of Saskatchewan |
| Advanced Retirement Income Strategies | 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. | 75 min | Advocis / Alberta Insurance Council / Insurance Council of Manitoba / MFDA Chambre de la sécurité financière Insurance Council of Saskatchewan |
| Large case cover letters | Learn how to craft documents that communicate key information, highlight client strengths and address underwriter concerns with confidence. | 75 min | Advocis / Alberta Insurance Council / Insurance Council of Manitoba /MFDA Chambre de la sécurité financière Insurance Council of Saskatchewan |
| Generational Legacy Plan | Learn how to use this strategy to build a lasting legacy through wealth transfer planning involving a cash value life insurance policy. | 75 min | Chambre de la sécurité financière Advocis / Alberta Insurance Council / Insurance Council of Manitoba / MFDA FP Canada Insurance Council of Saskatchewan |
| Keyperson CI planning | Learn more about risk management plan that includes critical illness insurance and transition strategies that can be used to pass on a business to a keyperson. | 75 min | Alberta Insurance Council / Insurance Council of Manitoba Insurance Council of Saskatchewan |
| Prioritizing your health – Critical illness insurance | Learn about the basics of critical illness insurance, including definitions of related terms, and detailed information on how it works. | 60 min | Alberta Insurance Council / Insurance Council of Manitoba Insurance Council of Saskatchewan |
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