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TRIIPSS Webinar - Shared Ownership of Critical Illness Insurance Coverages

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Abstract:

Critical illness insurance policies are often purchased under a shared ownership structure sometimes referred to as a split-dollar arrangement. Such shared ownership structures may take many different forms which may be determined by the facts of each particular situation.

Join David Thomas for this session to explore considerations impacting the structure of the agreement and most appropriate type of coverage.

Special attention will be paid to the fair allocation of premiums in exchange for benefits that form part of a formal shared ownership agreement between the owners of each interest of the policy. Attendees will learn about important tax issues when a shared ownership of benefits is being contemplated. Case studies will help with understanding and application of this strategy.

If you're already registered for the TRIIPSS Webinar - Shared Ownership of Critical Illness Insurance Coverages webcast, click below:

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Speakers

David Thomas

Director, Advanced Sales & Marketing

Empire Life

As Director, Advanced Sales & Marketing, David supports the Life Insurance line of business providing specialized tax, estate and financial planning support for advisors dealing with affluent clients, their families and their corporations. David’s career includes over 25 years of personal financial planning, including retirement, personal tax, insurance, estate and investment planning. In his role he conducts many seminars and workshops for advisors and clients on concepts and strategies in these areas. Committed to constant improvement, David is a Certified Public Accountant, Certified General Accountant, Registered Financial Planner, Certified Financial Planner, a certified Trust and Estate Practitioner and a Chartered Life Underwriter. He has completed the Canadian Securities Course, the Canadian Institute of Chartered Accountants’ Tax Practitioner’s course and Level I of the Chartered Financial Analyst’s program and is a member of The Canadian Institute of Financial Planners; Advocis; and the Canadian Tax Foundation. David holds an Honors Business Administration degree from the University of Western Ontario’s Ivey Business School.
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I wish to receive credits for:
Advocis - includes FISCO, ICIB, IFB (1.5 credit)
Alberta Insurance Council (pending)
Chambre de la sécurité financière (pending)
FP Canada (1.5 credit: 1.0 FP, 0.5 PK)
Insurance Council of Manitoba (1.5 credit)
Insurance Council of Saskatchewan (1.5 credit)
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