Browse a collection of recorded webinars from the Tax and Estate Planning Group, featuring insights on key topics to support your practice.
Session recorded on: Oct. 8, 2025
Learn how this unique feature of corporate-owned life insurance allows the potential for tax-free dividends.
Session recorded on: April 3, 2025
Discover ways to ensure designations reflect your clients’ estate planning goals.
These sessions are available for your interest and professional development – but they aren’t CE-accredited and viewer participation isn’t tracked.
For more CE-accredited courses and resources, visit The Learning Centre.
Use this framework when speaking with business owners about life insurance to help you strengthen relationships, build confidence and identify insurance needs and opportunities.
Learn about charitable giving strategies for individuals and corporations using life insurance, including how to use Canada Life My Par Gift™ participating life insurance policy.
Find out how a corporate policyowner can access their life insurance policy’s cash value, including the tax implications.
Insured annuities are planning strategies that use a combination of a life annuity and a life insurance policy. Learn more about the benefits and considerations of these strategies.