We're committed to providing you with the best training and sales concepts at all times to help you grow your business and support your clients.
Our newest concept the
Generational Legacy Plan, is an innovative financial strategy that offers a flexible approach to secure your client's child or grandchild financial future across generations through wealth transfer planning involving a cash value life insurance policy. This way, your clients can provide a financial foundation when the insured child or grandchild needs it in adulthood.
Want to learn how your clients can leverage this strategy to build a lasting legacy? Don't miss our next MasterClass Series, which will officially launch this
new sale concept: Generational Legacy Plan!
Register now!
October 22 at 1 p.m. (ET)
60 minutes
Sign up!
Earn 1 continuing education (CE) credit
This presentation is awaiting accreditation and will allow you to obtain 1 CE credit from the following organizations:
- Advocis (The Financial Advisors Association of Canada)
- Alberta Insurance Council (AIC)
- FP Canada
- Insurance Council of Manitoba
- Insurance Council of Saskatchewan
- MFDA
All webinars in the
MasterClass Series with Desjardins are an opportunity to learn more, develop your skills and earn continuing education credits (CE credits).
These are recorded and available on demand 24 hours after broadcast.
Questions?
Contact our
Business Development Team – Insurance.
