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
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
