Master Class Series with Desjardins | Join the webinar: It’s not just a will – It’s an estate plan!

Business Development June 5, 2023

The Master class 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

Join our upcoming webinar: It’s not just a will – It’s an estate plan!

Be curious

Use a rigorous planning process to build and strengthen your client relationships.
Identify any concerns and why they matter

Make sure you ask the right questions so you can pinpoint any concerns connected to preparing an estate plan before they become a problem.
Focus on solutions

Offer your clients better insurance solutions based on an approach that exceeds their knowledge (KYC).

Earn 1 continuing education credits (CE credits)

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz. You can then download your certificate.

Register today!

Date: Tuesday, June 20, 2023
Time: 1 p.m. (ET)

Sign up!

This webinar will be recorded. Playback will be available.


Contact your Desjardins Insurance regional sales director.