These seminars are available from your Regional Sales Director. Contact your Sales Support team for details.
Who pays the tax?
This seminar for advisors reviews the benefits of a funded buy-sell arrangement, discusses the pros and cons of alternative funding arrangements and reviews the tax consequences for the deceased, the estate and the surviving shareholders. It includes a case study to demonstrate the use of Sun Life Financial's industry leading buy-sell needs analysis tool and an overview of the tools available to help market and implement the strategy.
Advanced Buy - Sell structures
Discussion of the reasons for having an insurance-funded buy-sell agreement, and the planning issues when selecting the most suitable structure. Includes a discussion of the 'stop-loss' rules. Review of the mechanics of key buy-sell structures (i.e. criss-cross, redemption, and partial redemption).
The Capital Dividend Account - Purposes, uses and strategies
Review of the Capital Dividend Account (CDA) and its use in dealing with corporate-owned life insurance policies.