Corporate Estate Planning with

Life Insurance

Please join us for our next TRIIPSS Webinar:

Corporate Estate Planning with Life Insurance

This presentation will focus on an important tax consideration that could influence the choice of life insurance products offered to business owners. Since certain corporately owned life insurance products may have significant tax impacts at the death of business owners, advisors currently working or aspiring to work with corporate clients should be aware of these tax rules.

Attendees will learn how certain life insurance policies could greatly impact the estate planning of business owners. Through case scenarios and sample calculations, this presentation will help attendees be better equipped to choose and offer products suitable for their business clients’ needs. Attendees will also be presented with strategies to meet business owners’ estate equalization planning objectives.

Join the webinar:

Tuesday, February 20, 2023, at 2:00 pm to 2:45 pm ET
This webinar is also available in French on February 21, 2023, at 10:00 am.

CE credits: Pending.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after viewing the webinar.

Alexandre Papale
B.Sc., LLB

Manager, Tax, Retirement & Estate Planning,
Empire Life

Meet Alex

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Alexandre Papale. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >

FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.