About
Segregated funds allow for the naming of beneficiaries. Is that the only option? Is it always the best option?

This session will use a case study approach to cover off a handful of topics relating to insurance-based investments including pitfalls, unintended consequences and remedies or options to avoid missteps.


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 April 23, 2025.
Presenter
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Peter Wouters
Director, Tax, Retirement & Estate Planning, Empire Life
Peter is an expert in tax, retirement and estate planning. He has provided thousands of workshops and seminars for advisors, MGAs, IIROC firms, professional firms and consumer groups on tax, retirement and estate planning. As a Registered Financial Gerontologist, Peter educates professionals in the needs, expectations and issues of elders. He also conducts workshops for advisors on buying, selling or merging a practice.
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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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