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.
Are you ready to power your knowledge?
See the detailed information of the desired session and register!
Each session is individually accredited with the Alberta Insurance Council, Advocis, the Insurance Council of Manitoba, the Insurance Council of Saskatchewan and FP Canada. This series provides a total of
7.5 Continuing Education (CE) credits.
Note: Be sure to watch the entire session and complete the quiz in order to be eligible for CE accreditation. Certificates become available for download on the ON24 platform once these requirements are met.
There are 6 sessions available
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A presentation of the fundamentals of the small business market in Canada.
This session will cover:
- The basics of business structures
- A review of the corporate structures
- Key players in the business market
Available on demand.
Register now.
Get insightful tips about opportunities to help clients fine-tune their risk management programs.
In this fast-paced session on understanding financial statements, you will:
- Learn how-to use fact-finding and tools effectively
- Review key elements of corporate financial statements
- Identify important issues that arise when a corporation owns life insurance
- Look at essential financial underwriting concerns
Available on demand.
Register now.
Expand your knowledge on the basics of corporation taxation of private corporations.
Clients with corporations have unique tax planning opportunities and challenges. This session will help you make sense of corporate tax issues such as:
- Key features of corporate taxation
- Shareholder compensation
- Refundable dividend tax on hand (RDTOH)
- Passive investment rules on corporate planning
- The theory of tax integration
Available on demand.
Register now.
Feel confident explaining to business owner clients how life insurance policies are taxed and how they affect corporate planning.
In this session you will learn:
- Differences between G1, G2, and G3 policies
- Why life insurance policy exempt tests are important
- Life insurance definitions
- How to identify which tax regime applies to corporate-owned policies
Available on demand.
Register now.
Life insurance that builds cash values has multiple benefits for a business owner. Increase your knowledge on the different ways policy values can be accessed and their consequences on the business owner and their corporation.
In this session, get a clear understanding of:
- Partial surrenders
- Policy loans
- Collateral loans
Available on demand.
Register now.
For corporations with multiple shareholders, buy-sell agreements and shareholder agreements are vital documents.
This session will cover:
- Buy-sell insurance landscape
- Differences between a shareholder agreement and a buy-sell agreement
- Key buy-sell provisions an advisor should understand
- Insurance solutions available
Available on demand.
Register now.
