Webinars
Session recorded on April 3, 2025
Missed the Tax and Estate Planning Group event? Watch now. Carol Foley shares ways to ensure designations reflect your clients’ estate planning goals.
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. CE credits available
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.
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.
Insured annuities are planning strategies which use a combination of a life annuity and a life insurance policy. Marco will discuss the benefits and considerations of these strategies.