Our knowledge centre - Insurance

Our knowledge centre: a place to drive your success!

We're here to help you succeed and to help you grow your insurance knowledge.

Discover a wide range of resources, products and tools, or take online or on-demand training to help you learn at your own pace and in your environment.

Help us make your space simpler, more comprehensive or more efficient by leaving us your comments or recommendations.

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Some trainings are offered exclusively to advisors who have a business relationship with us. Log in to your secure site to take full advantage.

SFL, DFSIN and DFSI advisors: To benefit of your training courses, go to your Maestro learning centre.

Our Insurance business development team is here to help.

Thanks to our deep understanding of the market and the full lineup of Desjardins Insurance products, our team has the tools you need to develop strategic approaches that meet your clients' needs.

Reach out today!

We offer a variety of webinars to help you learn more and increase your sales. Discover them!

Desjardins Advisor Series

A series of training sessions with key, useful information on what you need to know about business planning, and how to integrate them when talking with your risk management clients and business continuity planning.

MasterClass Series with Desjardins

Webinars hosted by insurance and financial planning specialists to help you learn more and develop your skills.

Discovery Series with Desjardins webcasts

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

Discovery Series: Unplugged with Desjardins podcasts

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.

We offer a wide range of life and health insurance coverages and various benefits tailored to your clients' changing needs. Watch these webinars to learn about the different products available and their main features.

Online training

To learn more about the products available and find out what they have to offer.

Life insurance	Permanent life (20 min) Term life (30 min) Universal life (30 min) Introduction to participating life insurance (30 min) Participating life (45 min) 5 Pay PAR (15 min) Additional Deposit Option (ADO) (30 min)
Critical illness insurance	Critical illness (30 min)
Disability insurance	SOLO Essential disability income (60 min) SOLO Disability income (60 min) SOLO Disability additional coverages (60 min) SOLO Loan insurance (60 min) SOLO Healthcare (30 min)
Other	Multi-coverage discount (20 min) Additional coverage (30 min)

Many tools are available to help you with your service offer. Take advantage of our training to make the most of it.

If you have technical difficulties, contact Merchandising Technology at 1-800-461-3914 or mtsupport@dfs.ca.

Webi is Desjardins Insurance’s extranet for life and health insurance representatives. You’ll find all the tools and information you need to help you with business development.

Webi - Your business connection with Desjardins Insurance

Insurance Illustration

Learn how to create an illustration for our insurance products. Create, calculate premiums and generate the illustration report that you can give to your clients.

Discovering the illustration software (30 min)
Critical illness (30 min)
Universal life (10 min)
Participating life (30 min)
Additional Deposit Option (7 min)
SOLO Disability (30 min)
Reference guide
Q&A

Electronic Application

The aim of these 4 training courses is to enable you to complete an e-application quickly and efficiently, right through to the submission. Screenshots and scenarios will step by step.

Are you looking for CE credits? Many of our webinars are accredited and give 1 CE credit.

Title	Summary	Duration	Certification / Expiry
MasterClass: Additional Deposit Options deconstructed This webinar is also available in Mandarin.	This session explains how ADO works—including MTAR and Load—and presents various scenarios to illustrate its practical applications. Through detailed examples and real-world discussions, you’ll explore the flexibility and advantages of incorporating ADO into financial plans. Viewers will come away with a strong understanding of how ADO can be tailored to meet a variety of clients’ needs and goals. Understanding ADO’s value MTAR and load explained Scenario analysis Flexibility of ADO Diverse applications	75 min	Advocis / May 25, 2027 Alberta Insurance Council / May 25, 2027 FP Canada / May 25, 2027 Insurance Council of Manitoba / May 25, 2027 Insurance Council of Saskatchewan / Accredited – no end date MFDA / May 25, 2027
Flexibility for Your Client: Additional Deposit Option	Join us for this exclusive webinar introducing Desjardins Insurance’s Additional Deposit Option (ADO), where we’ll highlight its value and flexibility. Understanding ADO’s value Desjardins’ mission and value PAR fund insights Dividend scale interest rate Practical applications	90 min	Advocis / May 1, 2027 Alberta Insurance Council / May 1, 2027 FP Canada / May 1, 2027 Insurance Council of Manitoba / May 1, 2027 Insurance Council of Saskatchewan / Accredited – no end date MFDA / May 1, 2027
Advanced Retirement Income Strategies	Join this MasterClass to discover how to navigate the complexities of retirement income planning in today’s evolving financial landscape. Learn advanced strategies that leverage insurance as a key asset class, helping you design sustainable and resilient retirement portfolios for your clients. During this session, we: Analyze retirement income challenges. Explore the future of retirement income planning, including key trends and considerations. Uncover the role of insurance as an asset class, offering tax efficiency and portfolio stability. Discuss practical strategies for late-stage retirement planning, ensuring financial security in the later years. Don’t miss this opportunity to gain valuable insights and actionable strategies to help your clients secure a stronger financial future.	75 min	Advocis / March 25, 2027 Alberta Insurance Council / March 25, 2027 Chambre de la sécurité financière / March 14, 2027 Insurance Council of Manitoba / March 25, 2027 Insurance Council of Saskatchewan / Accredited – no end date MFDA / March 25, 2027
Large case cover letters	Join this MasterClass to unlock the strategies behind successful cover letters. Learn how to craft documents that communicate key information, highlight client strengths and address underwriter concerns with confidence. While the focus will be on crafting letters for large cases, the techniques discussed can be applied across all cover letter scenarios. During the webinar, we: Start with an introduction to highlight the importance of impactful cover letters and set the stage for clear, effective communication Dive into the key components that underwriters expect in every case Explore effective practices to anticipate and resolve common obstacles Analyze a case study and practical example for actionable insights End with a summary of key strategies to enhance your cover letter approach	75 min	Advocis / February 25, 2027 Alberta Insurance Council / February 25, 2027 Chambre de la sécurité financière / December 31, 2027 Insurance Council of Manitoba / February 25, 2027 Insurance Council of Saskatchewan / Accredited – no end date MFDA / February 25, 2027
2025 Economic Outlook: A Trifecta of Headwinds and Tailwinds. Economic Hat Trick?	We cover 3 promising strategies that could position Canada for significant growth in the near and long term: Accelerate AI adoption Leverage Canada’s vast critical mineral resources Scale up Canadian businesses	60 min	To come
Generational Legacy Plan	Join us and learn how to use this strategy to build a lasting legacy through wealth transfer planning involving a cash value life insurance policy.During the broadcast, we: Introduce the Generational Legacy Plan, explaining how it uses permanent life insurance to provide a flexible financial foundation for future generations. Provide insights into the target market and clients who can benefit most from this approach. Discuss the importance of planning for wealth transfers and effective strategies to support smooth, tax-efficient transfers. Present a case study demonstrating the practical application of the Generational Legacy Plan, showing how it can provide long-term security and peace of mind.	75 min	Advocis / October 1, 2026 Alberta Insurance Council / October 1, 2026 Chambre de la sécurité financière / September 30, 2026 FP Canada / November 28, 2026 Insurance Council of Manitoba / October 1, 2026 Insurance Council of Saskatchewan / Accredited – no end date MFDA / October 1, 2026
Intergenerational Wealth Transfers	This webinar is designed to help you understand the implications of the great wealth transfer currently underway in Canada and how to effectively support your clients through this transition. During the broadcast, we: Interview Lisa Hutchinson, Owner and Principal Counsel of 20/20 Law Group, about wealth transfers in Canada. She will share insights about estate planning and effective intergenerational transfers Explore strategies for successful wealth transfers, including gifting while living and utilizing life insurance Discuss the legal and tax implications of wealth transfers Present a case study on using life insurance to create a lifelong gift for future generations	75 min	Advocis / July 15, 2026 Alberta Insurance Council / July 15, 2026 FP Canada / July 15, 2026 Insurance Council of Manitoba / July 15, 2026 Insurance Council of Saskatchewan / Accredited – no end date MFDA / July 15, 2026
Keyperson CI planning	This quick-paced session will focus on important "need to know’s" for advisors to talk about with their clients as they develop a risk management plan that includes critical illness insurance. Join this webinar to see: Risk management and keyperson critical illness insurance Transition strategies that can be used to pass on a business to a keyperson Key features of keyperson critical illness insurance Case studies focused on approaches to use based on the keyperson's role (shareholder and employee)	60 min	Advocis / March 19, 2026 Alberta Insurance Council / March 19, 2027 FP Canada / March 18, 2026 Insurance Council of Manitoba / March 19, 2027 Insurance Council of Saskatchewan / Accredited – no end date
Risk management for business owners	Join this webinar and learn about strategic approaches to help clients build a risk management plan that protects their business from these critical human capital losses in a cost-effective way.	60 min	Advocis / February 26, 2026 Alberta Insurance Council / February 26, 2027 FP Canada / February 25, 2027 Insurance Council of Manitoba / February 26, 2027 Insurance Council of Saskatchewan / Accredited – no end date
Corporate Insured Retirement Plan (CIRP)	Drawing retirement income from your corporation Join this webinar to see how the Corporate Insured Retirement Plan concept: Supplements business owner retirement income Provides immediate protection for a Canadian-controlled private corporation (CCPC) Enhances the estate value of the business owner Provides a tax-efficient estate transfer at death	60 min	Advocis / January 10, 2026 Alberta Insurance Council / January 10, 2027 Chambre de la sécurité financière / January 9, 2026 Institut de planification financière / Institute of Financial Planning / January 9, 2026 FP Canada / January 10, 2026 Insurance Council of Manitoba / January 10, 2027 Insurance Council of Saskatchewan / Accredited – no end date
Prioritizing your health – Critical illness insurance	To learn more about Health Priorities. During this webinar we'll talk about: the basics of critical illness insurance, including definitions of related terms, and detailed information on how it works cases where critical illness insurance coverage should be recommended opportunities to use the materials available when presenting your service offer best practices to be adopted	60 min	Advocis / September 8, 2025 Alberta Insurance Council / September 8, 2026 Chambre de la sécurité financière / September 4, 2025 FP Canada /September 7, 2025 Insurance Council of Manitoba / September 8, 2026 Insurance Council of Saskatchewan / Accredited – no end date
Business owner's passive income challenges: opportunity for advisors	Be curious Learn more about different corporate structures and the taxes of Canadian-controlled private corporations (CCPCs) Evaluate the situation and identify repercussions Understand the impact of passive income on active business income and the repercussions on small business deductions available to CCPCs Focus on solutions Become familiar with different strategies to minimize the impact of passive investment income, such as the Corporate Income Tax Optimizer (CITO)	60 min	Advocis / October 1, 2025 Alberta Insurance Council / October 1, 2026 Chambre de la sécurité financière / September 30, 2025 Institut de planification financière / Institute of Financial Planning / September 30, 2025 FP Canada / September 30, 2025 Insurance Council of Manitoba / October 1, 2026 Insurance Council of Saskatchewan / Accredited – no end date