Reminder to register: Corporate owned life insurance and personal estates

Submitted by Krishan on June 14, 2023 - 3:28pm

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Insurance & Investments
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Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions

Corporate owned

life insurance and personal estates

Please join us for our next TRIIPSS Webinar

Corporate owned life insurance and personal estates

There are many sound reasons for corporations to use life insurance to support their operations, objectives and the needs of key individuals and shareholders. Corporations may provide benefits or be perceived as providing benefits to shareholders, key employees and their families. This may trigger unanticipated legal and tax consequences.

This session takes a deep dive into the individual policies owned and/or paid for by the company at the time of purchase and the legal and tax implications of transferring policies or flowing benefits to family members for personal estate planning needs.

Date: June 22, 2023
Time: 2:00 p.m. to 3:15 p.m. ET

This webinar is also available in French on Thursday, June 22, 2023 at 10:00 a.m. ET

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 the webinar has been viewed.
Replay: Access to replay will be provided after the webinar

peterwouters

Peter Wouters
Director, Tax, Retirement & Estate Planning Services,
Empire Life

Meet Peter

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. 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.