The MasterClass 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).

By taking part in this webinar, you'll get to:

  • Add to your knowledge and connect with a community of advisors whose shared goal it is to provide tailored solutions to clients
  • Discuss the challenges currently impacting our industry and find out how Desjardins’ community of experts are addressing them
  • Discover how incorporating financial planning into your daily work can help strengthen your client relationships

Term Life Insurance – A Flexible Solution to Meet Your Clients’ Evolving Needs


Discover how term life insurance can be a flexible solution that adapts to your clients’ evolving needs— whether they are as individuals or business owners.


This training session will help you better understand the features of Desjardins’ term life products, their benefits, and the valuable financial planning options they offer.


Through case studies that highlight the product’s flexibility, you’ll learn how to effectively incorporate term life insurance into your client recommendations.


Key takeaways from this session:


  • Identify situations where term life insurance is a relevant solution
  • Understand the main features of Desjardins Insurance products
  • Explore financial planning options related to term life insurance
  • Discover additional benefits offered to clients, such as point-of-sale decisions, assistance services, and the free temporary insurance agreements
  • Analyze practical case studies illustrating the use of term life insurance in both personal and corporate contexts

Earn 1 CE credit (pending accreditation)


This webinar is currently pending accreditation. Once approved, it will allow you to earn 1 Continuing Education credit (CE) in life insurance.


Date: Tuesday, October 28
Time: 1 p.m. (ET)


Key speakers & guests


Dawit Hamilton, BA,CFP, CLU, CHS, TEP
Regional Sales Director, Desjardins Insurance


Dan Witzke
Regional Sales Director, Desjardins Insurance

Missed a vodcast?

No worries! These webinar will be recorded. Playback will be available.