Protect Your Client's Assets

Learn how to safeguard your clients' financial future and ensure their loved ones are well provided for.

Maximize Benefits

Unlock the full potential of advantages and optimize your client's estate planning with expert guidance.

Secure Your Client's Legacy

Gain peace of mind knowing your client's assets will be distributed according to their wishes, minimizing disputes and complications.

About the Course

Are you ready to take control of your clients' financial legacy? Our course on beneficiary designations provides you with the knowledge and tools to offer sound advice, protect their assets, and ensure their loved ones are provided for. Join us to explore key strategies and best practices in estate planning, tailored to your clients' unique needs.

Meet Your Instructor

Hello, I’m Isabelle N. Tremblay, a lawyer in the financial sector for nearly 30 years, and I will be your guide throughout these training sessions. For over a decade, I have been committed to sharing my knowledge to help you practice your profession with rigor, professionalism, and full compliance. Join me as we explore the fascinating world of insurance and financial security together.

Course Curriculum

8 Chapters · 55 Lessons

  1. 1

    Introduction

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Understanding beneficiary designations: Why is it Important?

    3. (Included in full purchase)

      The advantages of naming a beneficiary

  2. 2

    Who or what is a beneficiary?

    1. (Included in full purchase)

      Avoquiz 1 - who's the beneficiary?

    2. (Included in full purchase)

      Avoquiz 1 - answer

    3. (Included in full purchase)

      Answer Avoquiz 1

  3. 3

    Beneficiaries' categories

    1. (Included in full purchase)

      Categories of beneficiaries

    2. (Included in full purchase)

      Married, civil union and de facto spouses

    3. (Included in full purchase)

      Spouse's status at time of designation

    4. (Included in full purchase)

      When should the quality of a beneficiary be assessed?

    5. (Included in full purchase)

      Ascendants and descendants

    6. (Included in full purchase)

      Unseizability

    7. (Included in full purchase)

      Designation of a minor beneficiary

    8. (Included in full purchase)

      Minor beneficiary designation outside of Quebec

    9. (Included in full purchase)

      Ordinary beneficiary

    10. (Included in full purchase)

      Avoquiz 2 - Is the common law spouse an irrevocable beneficiary?

    11. (Included in full purchase)

      Avoquiz 2- Is the common law spouse an irrevocable beneficiary?

    12. (Included in full purchase)

      Answer Avoquiz 2 - Common law spouse automatically irrevocable?

    13. (Included in full purchase)

      Irrevocable beneficiary

    14. (Included in full purchase)

      Minor irrevocable beneficiary

    15. (Included in full purchase)

      Avoquiz 3 - Policyholder as irrevocable beneficiary

    16. (Included in full purchase)

      Avoquiz 3 - policyholder as irrevocable beneficiary

    17. (Included in full purchase)

      Answer Avoquiz 3 - Policyholder named as irrevocable beneficiary

    18. (Included in full purchase)

      Avoquiz 4 - Irrevocable designations

    19. (Included in full purchase)

      Revocable beneficiary

    20. (Included in full purchase)

      Subrogated beneficiary

    21. (Included in full purchase)

      Avoquiz 5 - Are siblings preferred beneficiaries?

    22. (Included in full purchase)

      Avoquiz 5

    23. (Included in full purchase)

      Answer - Avoquiz 5 - Is the sister a preferred beneficiary?

  4. 4

    The validity of a beneficiary

    1. (Included in full purchase)

      Designation in a will

    2. (Included in full purchase)

      What is a writing?

    3. (Included in full purchase)

      Avoquiz 6 - does a writing needs to be signed?

    4. (Included in full purchase)

      Avoquiz 7 - does the writing needs to be written by the policy owner?

    5. (Included in full purchase)

      Avoquiz 8 - Is an email a writing?

    6. (Included in full purchase)

      Non specific clause

    7. (Included in full purchase)

      Intention and how to designate a beneficiary

    8. (Included in full purchase)

      Avoquiz 9 - Lydia and Simon

    9. (Included in full purchase)

      Avoquiz 10 - Unborn children

    10. (Included in full purchase)

      Avoquiz 11 - Will and beneficiary designation

    11. (Included in full purchase)

      Avoquiz 11 - Will and beneficiary designation

    12. (Included in full purchase)

      Answer Avoquiz 11 - Will and beneficiary designation

    13. (Included in full purchase)

      Avoquiz 12 - Beneficiary designation in an invalid will

    14. (Included in full purchase)

      Designation in a will - points of law

  5. 5

    Designations' priorities

    1. (Included in full purchase)

      Avoquiz 13 - Priority - will or insurance form?

  6. 6

    Marriage breakdown

    1. (Included in full purchase)

      Divorce, separation, dissolution

    2. (Included in full purchase)

      Avoquiz 14 - Common law spouse irrevocable?

    3. (Included in full purchase)

      Avoquiz 15 - Designation of an ex-spouse

    4. (Included in full purchase)

      Separation of the spouses

  7. 7

    Little-known rules

    1. (Included in full purchase)

      Avoquiz 16 - Assignment, hypothecation, cobeneficiaries, LIRA, LIF, etc.

    2. (Included in full purchase)

      Beneficiaries of a hypothecated policy

    3. (Included in full purchase)

      Avoquiz 17 - Beneficiaries of an annuity contract issued by an insurer

    4. (Included in full purchase)

      Death of the sole beneficiary

    5. (Included in full purchase)

      Death of a cobeneficiary

    6. (Included in full purchase)

      Liberality and bankruptcy

  8. 8

    Evaluation

    1. (Included in full purchase)

      SOMMATIVE EVALUATION - 10-QUESTION TEST

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