Updates and insights for your insurance business – all in one place.
June 5, 2025
Total time to read: 5 minutes
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.
Level up your Client conversations by joining our Sun Life CE Series webinar on June 10.
Topic 1: Buy-sell agreements - structures and considerations
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.
Topic 2: Life Insurance Transfers, the ins, the outs and the why
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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