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Wed, Nov 30

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Webinar (1 CPD Hours)

Life Insurance: The Wealth Tax Shelter and Estate Enhancement Solution

In affiliation with GTA Accountants & Finance Network. This presentation will show how to implement life insurance concepts for clients based on their various needs.

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Time & Location

Nov 30, 2022, 1:00 p.m. EST

Webinar (1 CPD Hours)

About the Event

Contrary to popular belief, life insurance is a very flexible financial solution that can be utilized in multiple different scenarios. Whether that may be growing your wealth on a tax deferred basis without incurring market risk or maximizing your estate value for your family tax free, life insurance proves to be an essential piece of almost every individual’s financial portfolio.

Speakers:

  • Bryan D. Scott, CFP, CLU, CHS, CEA, EPC of The Corporate Solutions Team, Inc.
  • Stephanie Stewart, RHU, CEA, CLU of Canada Life

Tickets

  • 1 CPD Hours

    $44.00
    Tax: HST included
    Sale ended

Total

$0.00

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