Desjardins Insurance kicks off new web series for insurance advisors

Title: Vacation Property Conversation – Episode 1

When: July 13, 2021

Description: This conversation will prepare you for key discussions with your clients on:

• Are there opportunities in the Vacation Property Planning market?
• Where can you find these prospects?
• How can you capitalize on this life event?

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Title: Vacation Property Conversation – Episode 1

When: August 10, 2021

Description: This conversation will prepare you for key discussions with your clients on:

• Key estate equalization planning conversations you should have with your clients.
• Key estate planning documents you should keep in mind.
• Strategies to help your clients preserve their wealth.
• Sales strategies to mitigate the tax impact using the Wealth Escalator Plan and Insured Retirement Plan.

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Title: From the classroom, to the client

When: September 7, 2021

Guest Speakers: Julie Sarkis & Annie Huynh

Description: In this episode, two educators will be sharing their story on how working with children and experiencing some challenging life events have led them to a career in insurance. Annie Huynh and Julie Sarkis will share their best practices on how they sell life and health insurance to the children’s market and how they find their clients. Being in the business for only 2 years, these two individuals are very passionate about helping their clients and making sure that nobody experiences what they’ve encountered.

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Title: The ABC’s of Prospecting

When: September 21, 2021

Guest Speakers: Vince Vivona & Phillippe Soulodre

Description: Vince & Philippe will share their best practices on how to prospect in the business market by offering relevant sales approaches to the business life cycle of the incorporated professional market.

Click here to register

Title: Pandemic Pivot – Health (Episode 1)

When: October 12, 2021

Guest Speakers: Chandran Rasalingam & Chenthuran Ganesh

Description: Chandran & Chenthuran will dive deep into how Covid-19 has impacted them personally and professionally. Having overcome their challenges, learn how the importance of risk management planning was a key element of success with their recovery. They will also share the importance of giving back to their community and their perspective on the very important role of Life and Health Insurance plays today – “act now and don’t buy later!”

Click here to register

Title: Pandemic Pivot – Health (Episode 2)

When: October 26, 2021

Guest Speakers: Patricia Vigna & Mike Vieira

Description: Patricia and Mike will discuss how they bring value to their client beyond product. Join us to learn more about complimentary services like Best Doctors and how you can provide added value services by completing, ‘a Book of Life’ to discover insurance needs.

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Title: Pursuit of Retirement

When: November 9, 2021

Guest Speaker: Shawn Bellefeuille, C.F.P

Description: Shawn will explore how the pandemic has changed the way he prospects, using outside the box and unconventional ideas. Join us to learn how reverse engineering lead to virtual seminars, writing a book, starting a podcast and stepping in the world of Charitable Giving.

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Title: The Sum is Greater Than Its Two Parts

When: November 23, 2021

Guest Speaker: Billy Kailla & Dilsharn Sekhon

Description: Billy and Dilsharn will deep dive into the importance of mentorship and outline how advisors can set themselves up for success. They will also discuss how they have enhanced their sales by positioning PAR as an asset class.

Registration link to come

Stay tuned…