About
This presentation highlights the critical role of buy/sell agreements in business succession planning. We'll explore how financial advisors can initiate conversations with clients by discussing the potential pitfalls of not having a buy/sell agreement. Additionally, we'll delve into the key factors in determining adequate life insurance coverage to effectively finance a buy/sell agreement, focusing on key person replacement, share repurchase, and debt repayment considerations. Equip yourself with the knowledge to guide your clients in securing their businesses and ensuring a smooth transition in case of a shareholder's death through proactive buy/sell agreements and life insurance planning.


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 January 22, 2025.
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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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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