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Elevate your expertise in the business owners’ market—starting now
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Desjardins Insurance logo 

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Accelerate your growth with the Business Owner Series and support from Desjardins Insurance


With Desjardins Insurance as your partner, elevate your practice in the business owners’ market with dedicated business development support, tailored resources aligned with the realities of business owners, consulting services for complex insurance strategies, and access to the Business Owner Series – designed to deepen your understanding of the market and help you support clients at every stage of their journey.

What you’ll gain from the Business Owner Series:

Continuing education (CE) credits


Practical approaches you can apply in your day-to-day conversations with clients


Real-world insights into the challenges business owners face


Tools to confidently position life insurance in corporate scenarios

The six-part webinar series includes:

An overview of the business owner market


How to interpret corporate clients’ financial statements


Corporate taxation essentials


Life insurance taxation and cash value strategies


Buy-sell agreements and the advisor’s role in succession planning

Choosing Desjardins Insurance means being part of Canada’s largest financial cooperative.1

Experience

Providing financial services for over 125 years1 and life and health insurance for over 75 years2

Reliability

$510.2 billion in assets under management1 and recognized for its financial strength by AM Best3

Stability

Providing services to over 10 million members and clients1

Best regards,
Desjardins Insurance. Business growth driven by community-first solutions.

1 Who We Are – Desjardins
2 Desjardins Financial Security (DFS) – Desjardins
3 Desjardins Financial Security Receives Strong Credit Ratings from AM Best Reflecting Its Financial Strength – Desjardins.

Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company. Desjardins
®, Desjardins Insurance®, all trademarks containing the word Desjardins, as well as related logos are trademarks of the Fédération des caisses Desjardins du Québec, used under licence.
For advisor use only.
200 Rue des Commandeurs, Lévis QC G6V 6R2 / 1-866-647-5013