About
Intergenerational Wealth Transfer Using Life Insurance

This presentation will help auditors better understand the opportunity life insurance provides to transfer wealth to the next generation. It will also review the conditions that must be met for the transfer to occur tax efficiently. Through case studies, advisors will be better able to identify which clients could use participating life insurance policies as an intergenerational wealth transfer tool.


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.

CE credit offer available until December 24, 2024.
Presenter
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Alexandre Papale, B.Sc., LLB
Director, Tax, Estate and Retirement Planning, Empire Life
Alexandre is a specialist in tax and estate planning recognized for his ability to analyze and popularize complex issues. In order to continue to develop his knowledge, he completed higher studies in tax law and business law. He is an active member of the Canadian Tax Foundation and often reviews articles published in Canadian Tax Focus, a national publication in which he has also published articles. He has a law degree from the University of Montreal and a bachelor's degree in physiotherapy from McGill University.
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I wish to receive credits for:*
Advocis - includes FISCO, ICIB, IFB (pending)
Alberta Insurance Council (pending)
Chambre de la sécurité financière (pending)
FP Canada (pending)
Insurance Council of Manitoba (pending)
Insurance Council of Saskatchewan (pending)
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