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Abstract:
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 credits: AvailableTo receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed. CE credit offer available until November 17, 2023.
If you're already registered for the TRIIPSS: Small business owners and positioning life insurance policies webcast, click below:
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Speakers
Alexandre Papale Manager, Tax Retirement & Estate Planning Services Empire Life Alexandre is a well-regarded Tax and Estate Planning Specialist with a sought-after ability to analyse and articulate complex matters. As a lifelong learner, he completed graduate studies in both tax law and business law. He is an active member of the Canadian Tax Foundation and regularly reviews articles in the Canadian Tax Focus, a national publication in which he has also published articles. Alexandre has a law degree from the University of Montréal and a Bachelor of Science in Physical Therapy from McGill University.
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