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)
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)
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
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
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 with an approach that exceeds your knowledge of your clients. (KYC).	60 min	Advocis / June 22, 2025 Alberta Insurance Council / June 19, 2026 FP Canada / June 19, 2026 Insurance Council of Manitoba / June 19, 2026 Insurance Council of Saskatchewan / Accredited – no end date
Overview of the small business market	A presentation of the fundamentals of the small business market in Canada. This session covers: The basics of business structures A review of the corporate structures Key players in the business market	60 min	Advocis / June 28, 2024 Alberta Insurance Council / January 23, 2025 FP Canada / July 14, 2024 Insurance Council of Manitoba / January 23, 2025 Insurance Council of Saskatchewan / Accredited – no end date
Understanding a corporate client’s financial information	Get insightful tips about opportunities to help clients fine-tune their risk management programs. In this fast-paced session on understanding financial statements, you will: Learn how-to use fact-finding and tools effectively Review key elements of corporate financial statements Identify important issues that arise when a corporation owns life insurance Look at essential financial underwriting concerns	60 min	Advocis / June 28, 2024 Alberta Insurance Council / January 23, 2025 FP Canada / August 5, 2024 Insurance Council of Manitoba / January 23, 2025 Insurance Council of Saskatchewan / Accredited – no end date
Fundamentals of corporate taxation	Expand your knowledge on the basics of corporation taxation of private corporations. Clients with corporations have unique tax planning opportunities and challenges. This session will help you make sense of corporate tax issues such as: Key features of corporate taxation Shareholder compensation Refundable dividend tax on hand (RDTOH) Passive investment rules on corporate planning The theory of tax integration	60 min	Advocis / April 28, 2024 Alberta Insurance Council / January 23, 2025 FP Canada / August 5, 2024 Insurance Council of Manitoba / January 23, 2025 Insurance Council of Saskatchewan / Accredited – no end date
Keys elements of life insurance taxation	Feel confident explaining to business owner clients how life insurance policies are taxed and how they affect corporate planning. In this session you will learn: Differences between G1, G2, and G3 policies Why life insurance policy exempt tests are important Life insurance definitions How to identify which tax regime applies to corporate-owned policies	60 min	Advocis / May 12, 2024 Alberta Insurance Council / January 23, 2025 FP Canada / August 5, 2024 Insurance Council of Manitoba / January 23, 2025 Insurance Council of Saskatchewan / Accredited – no end date
Accessing life insurance cash values	Life insurance that builds cash values has multiple benefits for a business owner. Increase your knowledge on the different ways policy values can be accessed and their consequences on the business owner and their corporation. In this session, get a clear understanding of: Partial surrenders Policy loans Collateral loans	60 min	Advocis / May 14, 2024 Alberta Insurance Council / January 23, 2025 FP Canada / August 5, 2024 Insurance Council of Manitoba / January 23, 2025 Insurance Council of Saskatchewan / Accredited – no end date
Buy-sell agreements – The advisor’s role in succession planning	For corporations with multiple shareholders, buy-sell agreements and shareholder agreements are vital documents. This session covers: Buy-sell insurance landscape Differences between a shareholder agreement and a buy-sell agreement Key buy-sell provisions an advisor should understand Insurance solutions available	60 min	Advocis / May 14, 2024 Alberta Insurance Council / January 23, 2025 FP Canada / August 5, 2024 Insurance Council of Manitoba / January 23, 2025 Insurance Council of Saskatchewan / Accredited – no end date