Webinars
CE credits available
Webinar: Discussing life insurance with business owners
Steven McLeod, Director, Tax and Estate Planning Group at Canada Life will show you a framework to use when speaking with business owners about life insurance to help you strengthen relationships, build confidence, and how to identify insurance needs and opportunities.
2023-09-27
Steven McLeod, Director, Tax and Estate Planning Group at Canada Life will show you a framework to use when speaking with business owners about life insurance to help you strengthen relationships, build confidence, and how to identify insurance needs and opportunities.
2023-09-27
CE credits available
Webinar: Charitable giving strategies using life insurance
This webinar addresses charitable giving strategies for individuals and corporations using life insurance, including how to use the new Canada Life My Par Gift™ participating life insurance policy.
2023-07-17
This webinar addresses charitable giving strategies for individuals and corporations using life insurance, including how to use the new Canada Life My Par Gift™ participating life insurance policy.
2023-07-17
CE credits available
Webinar: Accessing cash value from corporate-owned life insurance
Interested in learning more about how a corporate policyowner can access their life insurance policy’s cash value? In this webinar, Marco D’Aversa of Canada Life Tax and Estate Planning Group will discuss how a corporate policyowner can access their life insurance policy’s cash value, including the tax implications.
2023-03-09
Interested in learning more about how a corporate policyowner can access their life insurance policy’s cash value? In this webinar, Marco D’Aversa of Canada Life Tax and Estate Planning Group will discuss how a corporate policyowner can access their life insurance policy’s cash value, including the tax implications.
2023-03-09
CE credits available
Webinar: The immediate financing arrangement (IFA)
A webinar hosted by Canada Life’s Steven McLeod, with guest David Robinson, Credit Solutions–Insurance, Scotia Wealth Management. You’ll learn how the immediate financing strategy works, its benefits and what you need to consider before using it. You’ll also gain valuable practical insights into the insurance lending side of this strategy. This session is only available in English. CE accreditation for this streaming event is pending approval.
2022-11-16
A webinar hosted by Canada Life’s Steven McLeod, with guest David Robinson, Credit Solutions–Insurance, Scotia Wealth Management. You’ll learn how the immediate financing strategy works, its benefits and what you need to consider before using it. You’ll also gain valuable practical insights into the insurance lending side of this strategy. This session is only available in English. CE accreditation for this streaming event is pending approval.
2022-11-16
CE credits available
Webinar: Transferring life insurance: what you need to know
Transferring life insurance can be a minefield of complicated tax consequences – but it doesn’t have to be. In this webinar, Marco D’Aversa of Canada Life Tax and Estate Planning Group will discuss some key issues to consider when transferring a life insurance policy.
2022-02-23
Transferring life insurance can be a minefield of complicated tax consequences – but it doesn’t have to be. In this webinar, Marco D’Aversa of Canada Life Tax and Estate Planning Group will discuss some key issues to consider when transferring a life insurance policy.
2022-02-23
Online courses (login required)
CE credits available
Course: Benefits and considerations of corporate-owned life insurance
This course takes a close look at the benefits and considerations of corporate-owned life insurance.
2022-08-26
Advisor Solutions (Advisor Site)
MGA and national accounts (Repnet)
This course takes a close look at the benefits and considerations of corporate-owned life insurance.
2022-08-26
Advisor Solutions (Advisor Site)
MGA and national accounts (Repnet)
CE credits available
Course: Insuring the shareholders’ buy/sell agreement
This course takes a close look at insuring the shareholders’ buy/sell agreement.
2021-10-01
Advisor Solutions (Advisor Site)
MGA and national accounts (Repnet)
This course takes a close look at insuring the shareholders’ buy/sell agreement.
2021-10-01
Advisor Solutions (Advisor Site)
MGA and national accounts (Repnet)