About
This presentation will focus on an important tax consideration that could influence the choice of life insurance products offered to business owners. Since certain corporately owned life insurance products may have significant tax impacts at the death of business owners, advisors currently working or aspiring to work with corporate clients should be aware of these tax rules.

Attendees will learn how certain life insurance policies could greatly impact the estate planning of business owners. Through case scenarios and sample calculations, this presentation will help attendees be better equipped to choose and offer products suitable for their business clients’ needs. Attendees will also be presented with strategies to meet business owners’ estate equalization planning objectives.



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.
Presenter
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Alexandre Papale
Manager, Tax Retirement & Estate Planning Services
Alexandre is a well-regarded Tax and Estate Planning Specialist with a sought-after ability to analyse and articulate complex matters. As a lifelong learner, he completed graduate studies in both tax law and business law. He is an active member of the Canadian Tax Foundation and regularly reviews articles in the Canadian Tax Focus, a national publication in which he has also published articles. Alexandre has a law degree from the University of Montréal and a Bachelor of Science in Physical Therapy 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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