Now available on demand: Small business owners and positioning life insurance policies

Submitted by Krishan on October 20, 2023 - 9:02am

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Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions

Small business owners and positioning life insurance policies

Now available on demand

Small business owners and positioning life insurance policies

Transferring the interest in a life insurance policy happens often and it can seem complicated. Questions frequently arise around this topic, particularly in corporate situations. This session will cover the key elements of policy transfers between small business owners and their companies, including:

What happens with various scenarios involving the transfer of an interest in a life insurance policy.
Sample calculations, considerations and some opportunities for clients.

Attendees will explore these topics and come away better equipped to guide clients through the deliberations and decisions involved in transferring an interest in a life insurance policy.

CE credit offer available until January 16, 2024.
A quiz will appear after the webinar has been viewed.
This webinar is also available in French.

Alexandre Papale
B.Sc., LLB

Manager, Tax, Retirement & Estate Planning,
Empire Life

Meet Alex

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Alexandre Papale. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >

FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.