Advance Your Knowledge with  

Desjardins Insurance Webinars 

Attend live or watch later — all sessions available on demand 

Discovery Series  

The Missing Link:  

Buy-Sell Agreements for Business Owners 

October 21 @ 1PM EST    

CE Credits: 1.0* 

In this strategy-focused session, discover how buy-sell agreements can help protect business owners from unexpected disruptions . Brandon Durant, CFP®, CLU, TEP, CHS, shares how his personal experience with a family business shaped his mission to support better planning.  

Uncover continuity risks, explore insurance as a funding solution, and use the Discovery Compass to guide values-based conversations with clients.  

What You’ll Learn:  

·         Identify hidden risks in business partnerships   

·         Fund buy-sell agreements with life and critical illness insurance   

·         Respond to legal triggers: death, disability, retirement   

·         Reframe business valuation as both financial and emotional   

·         Integrate Desjardins’ product features into shareholder planning  

The MasterClass Series    

Term Life Insurance –

A Flexible Solution to Meet Your Clients’ Evolving Needs

October 28 @ 1PM EST      

CE Credits: 1.0*

In this practical session, discover how term life insurance can be a flexible solution for both personal and corporate financial planning. Learn how to identify key situations where term coverage is relevant, understand the features of Desjardins Insurance products, and explore planning strategies that support evolving client needs.

What You’ll Learn:

·         Strategic uses of term life insurance in various client scenarios

·         Key features and benefits of Desjardins’ term life products

·         Planning strategies for individuals and business owners

·         Value-added benefits like point-of-sale decisions, assistance services, and free temporary insurance agreements

·         Case studies that illustrate flexibility in real-life scenarios

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