Register Today for the Discovery Series – From Story to Strategy - CE Credits Available
Submitted by Krishan on September 5, 2025 - 9:46am
Printer-friendly version
PDF version | Discovery Series From Story to Strategy: Turning Personal Narratives into Client Wins | September 16 @ 1PM EST CE Credits: 1.0* | Join Simmi Paul for an inspiring and practical session on how storytelling can transform client conversations into long-term planning strategies. Drawing from her journey as a young mom and immigrant turned successful advisor, Simmi shares how real-life experiences can build trust and drive meaningful engagement. Learn how to connect client needs to solutions like Participating Whole Life Insurance and Insured Retirement Plans (IRPs), with a focus on term conversions, tax efficiency, and legacy planning. Walk away with relatable strategies to position protection and planning with authenticity and impact. | |
|
|
|
Please note: Closed Captioning will be available in English and French for both webcasts to ensure accessibility for all attendees |
|
|
|
| | * CE Certification: CE credits are available or pending. To qualify, you must attend for at least 90% of the session and pass a quiz (60% or higher). You will be able to download your certificate right away, should you meet the qualifying criteria.
• • •
2025 Desjardins Financial Security Life Assurance Company. All rights reserved.
For the exclusive use of advisors.
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.
Desjardins never sends emails to its member-clients asking them to provide confidential information (e.g. password, social insurance number, PIN). Desjardins also never sends emails to its member-clients containing links directing them to an authentication page (e.g. Access D) or a page that requires the entry of confidential information. If you receive such an email, forward it to protection@desjardins.com and delete it. For more details, visit the desjardins.com/hameconnage. | |
| |
|
|
|
|
|
