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Start Date:6/22/2023
Start Time:2:00 PM EDT
Duration:75 minutes
Abstract:
There are many sound reasons for corporations to use life insurance to support their operations, objectives and the needs of key individuals and shareholders. Corporations may provide benefits or be perceived as providing benefits to shareholders, key employees and their families. This may trigger unanticipated legal and tax consequences.
This session takes a deep dive into the individual policies owned and/or paid for by the company at the time of purchase and the legal and tax implications of transferring policies or flowing benefits to family members for personal estate planning needs.
CE credits: Pending To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after viewing the webinar.
CE credit offer available until September 20, 2023.
If you're already registered for the TRIIPSS: Corporate owned life insurance and personal estates webcast, click below:
ALREADY REGISTERED?
Speakers
Peter A. Wouters Director, Tax, Retirement & Estate Planning Services Empire Life Peter is an expert in tax, retirement and estate planning. He has provided thousands of workshops and seminars for advisors, MGAs, IIROC firms, professional firms and consumer groups on tax, retirement and estate planning. As a Registered Financial Gerontologist, Peter educates professionals in the needs, expectations and issues of elders. He also conducts workshops for advisors on the buying, selling or merging a practice.
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Please note that by registering for this event, you are consenting to receive CE certification via an email from Empire Life.
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