Advance Your Knowledge with

Desjardins Insurance Webinars

Attend live or watch later — all sessions available on demand

Discovery Series

The Financial Diagnosis:

Why Critical Illness Belongs in Every Advisor's Plan

November 18 @ 1PM EST   

CE Credits: 1.0*

In this strategy-driven session, discover how Critical Illness Insurance can address one of the most overlooked risks in financial planning: the impact of a major health event on income, savings, and business continuity. 

Dave Pike, Vice President, Eastern Canada at IDC Worldsource Insurance Network Inc., shares how CI can be positioned as a powerful liquidity solution to close protection gaps and drive meaningful value for both clients and your practice.

What You’ll Learn:

–  Identify and address CI planning gaps

–  Turn abstract risk into data-driven action with CIIC 

–  Rethink RRSPs and group benefits as default solutions

–  Compare funding strategies for health crises and highlight CI’s advantages

–  Present CI with empathy and budget-conscious framing

The MasterClass Series    

Mind the Gap:

Bridging the Accountant–Advisor Divide

November 25 @ 1PM EST      

CE Credits: 1.0*

In this dynamic session, discover how bridging the gap between accountants and insurance advisors can lead to stronger client outcomes, clearer communication, and more effective financial planning.  Learn how to foster productive partnerships that enhance trust and deliver greater value to clients. 

What You’ll Learn:

–  Gain a deeper understanding of the advisor–accountant dynamic

–  Identify common collaboration challenges and how to overcome them

–  Apply best practices to build trust and foster synergy

–  Explore real-life case studies of successful partnerships

–  Learn strategies to engage accountants early in the planning process 

Please note: Closed Captioning will be available in English and French for both webcasts to ensure accessibility for all attendees.