The Discovery Series with Desjardins is an on-demand webinar series that connects you with your fellow insurance and financial professionals for:

 
Tailored advice to help you grow your business
 
Winning sales strategies and solutions tailored to your clients’ unique needs
 
All the latest market trends, industry best practices, and more

Plus you can earn CE credits on select webinars.


The family farm financial framework


À noter : ce webinaire est présenté en anglais, mais des sous-titres français sont disponibles


Farm families have complex financial needs — and life insurance plays a critical role in protecting both their operations and their legacies. In this CE-accredited Discovery Series webcast, Karla Morris, Insurance Advisor at Aviso Insurance Inc. and Wealth Advisor at Aviso Wealth, shares how tailored strategies like 5 Pay Participating Life Insurance can help address succession planning, liquidity needs, and wealth transfer goals for farm owners. Gain practical insights to better serve agricultural clients and unlock new business opportunities in this vital market.


Agenda highlights:


  1. Understanding the financial landscape of farm families
  2. Planning for both short-term needs and long-term succession
  3. The role of 5 Pay PAR and flexible investment options
  4. How community connections drive opportunity and trust

Earn 1 CE credit


To get the CE credit, you must attend at least 90% of the session and obtain a result of 60% or higher on the quiz. If you meet the qualifying criteria, you’ll be able to download your certificate right away.


  • IAFE/Advocis/ICS: 1.0 until Jan 8, 2027
  • ICM: 1.0 until Jan 8, 2027
  • AIC: 1.0 until Jan 8, 2027 (Life Insurance)
  • MFDA: 1.0 until Jan 8, 2027

Date: Tuesday, May 13


Time: 1 p.m. (ET)



Key speakers


Karla Morris
Insurance Advisor, Aviso Insurance Inc. Wealth Advisor, Aviso Wealth


Rehan Bhanji, CFP, CLU
National Best Practice Leader, Desjardins

Missed a webcast?

No worries! You can catch the replay here.