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 |