Krishan, join our Sun Life CE Series webinar on September 9 and harvest the benefits.
Register for the remaining 2025 webinars in advance with a single form. Advisors who missed previous webinars can collect CE credits by watching our webinar recordings here.
Topic 1: Accessing cash value of life insurance
We’ll review tax and non-tax considerations for accessing cash values in permanent life insurance. We’ll also look at policy loans, partial or full surrender, and third-party collateral loans. Using case study examples, this webinar is aimed to help you speak with Clients about additional benefits associated with cash value in permanent insurance.
September 9 at 12 p.m. ET This webinar will be in English. French session will be at 9 a.m. ET.
Charitable giving strategies can provide meaningful tax and estate planning benefits. This presentation highlights the basics of charitable giving while providing some tangible strategies you can use to help Clients reduce taxes while meeting their philanthropic goals.
September 9 a 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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