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Plus, Benefits of Sun Life Medical Second Opinion, by Dialogue and Sun Life CE Series webinars June 10. Read time: 5 minutes.
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| Updates and insights for your insurance business – all in one place. |
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| | Total time to read: 5 minutes |
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| Time to read: 2 minutes Kevin Strain named 2025 International Business Leader of the Year Sun Life’s Kevin Strain named 2025 International Business Leader of the Year. This prestigious award honours a Canadian business executive whose visionary leadership and strategic pursuit of international opportunities have significantly elevated Canada’s presence on the world stage. |
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| | Time to read: 2 minutes Benefits of Sun Life Medical Second Opinion, by Dialogue The new service delivers personalized care to Clients through a secure, digital platform to help them make informed decisions about their health. |
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| Level up your Client conversations by joining our Sun Life CE Series webinar on June 10. |
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| Topic 1: Buy-sell agreements - structures and considerations |
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| We will review planning aspects for buy-sell agreements including common structures and considerations. We will review both tax and non-tax considerations relating to buy-out structures. Using case study examples, this webinar is aimed to assist you in speaking with your corporate Clients and showcase opportunities to assist in their succession plan. June 10 at 12 p.m. ET
This webinar will be in English.
French session will be at 9 a.m. ET. |
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| Topic 2: Life Insurance Transfers, the ins, the outs and the why |
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| We will review the various tax rules around life insurance transfers. We will look at transfers between individuals, transfers involving corporations and transfers involving trusts. Using case study examples, this webinar is aimed to assist you in identifying potential future transfers and plan for them accordingly. June 10 at 1:15 p.m. ET
This webinar will be in English.
French session will be at 10:15 a.m. ET. |
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| Advisors who missed previous webinars can collect CE credits by watching our webinar recordings here. |
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| | We help. You grow. News | Sun Life Consulting | Marketing materials | Strategic Partner Program 227 King St. S., Waterloo, ON N2J 4C5 suncentral.sunlife.ca Sun Life Assurance Company of Canada is a member of the Sun Life group of companies.
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