What is the Sun Life CE Series? 

Each month, the webinar will feature two one-hour sessions covering basic and advanced concepts. Industry experts will present on relevant topics including:  

  • estate planning   
  • financial planning   
  • practice management   
  • insurance   
  • wealth management 
  • industry trends

Earn CE credits monthly

You can earn continuing education (CE) credits while gaining valuable insights from our speakers. You’ll earn credits for each session you attend.

Join the first Sun Life CE Series on April 2

Our first webinar covers two topics:

Topic 1: Introduction to Critical Illness Insurance (CII) underwriting

In this session, presenters will introduce CI and focus on the differences between life and CI underwriting.

Date: April 2, 2024

Time: 12 p.m. EST

Presenter: Jay Sankoff, AVP, High Net Worth Solution Centre & Field Underwriting

Register here

Topic 2: Income splitting through the years: a case study

In this session, EFPS Directors of Advanced Planning will review various income-splitting and tax-saving opportunities for individual Clients. It’ll follow a family case study throughout their lifetime. You’ll identify and assess the opportunities as they arise including RESPs, TFSAs, prescribed rate loans, retirement income splitting and life insurance as an intergenerational wealth transfer.

Date: April 2, 2024

Time:  1:15 p.m. EST

Presenter: Grant Brooks, Planning Director for Estate & Financial Planning Services in EFPS West

Register here