Training

We are excited to showcase the Desjardins Advisor Series. With sessions available online and on demand, the series includes industry-specific content specially designed to help you improve your ability to provide business owners with the right solutions for their unique needs.

This series will give you valuable insight into the technical foundations of key corporate planning topics and how to apply them when talking to clients about risk management and business continuation planning.

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The Discovery Series with Desjardins is a series of monthly vodcasts that explores emerging market trends and best practices that are shaping the future of the life and health insurance industry.

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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.

From navigating the highs and lows of the financial industry, to finding success and fulfilment in unexpected places, this podcast is for advisors who want to be inspired, informed, and engaged. So, whether you’re a seasoned professional or just starting out, tune in and join the community!

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The Master class Series with Desjardins, 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).

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These training capsules are available in Maestro to SFL, DFSIN and DFSI advisors.

Life insurance - Range of products

• Permanent life insurance (20 minutes)
• Term life insurance ( (30 minutes)
• Multi-coverage discount (20 minutes)
• Critical illness insurance (30 minutes)
• Universal life insurance (30 minutes)
• Introduction to participating life insurance (30 minutes)
• Participating life insurance (45 minutes)
• Additional coverages (30 minutes)

SOLO

• SOLO Essential disability income insurance (1 hour)
• SOLO Disability income insurance (1 hour)
• SOLO Disability additional coverages (1 hour)
• SOLO Loan insurance (1 hour)
• SOLO Healthcare insurance (30 minutes)

These training capsules are available in Maestro to SFL, DFSIN and DFSI advisors.

• Discovering the illustration software (30 minutes)
• Critical illness (30 minutes)
• Universal life (10 minutes)
• Participating life (30 minutes)
• SOLO Disability (30 minutes)