April 21, 2026

Topic 1: Meeting your compliance program requirements 

Topic 2: In sickness and in health, till death do us part... Protection for the business or business owner

12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET

CE Credit Eligible

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Information

April 21, 2026
12 pm – 1:15 pm ET

This presentation provides an overview of compliance program requirements for insurance advisors, focusing on anti-money laundering (AML) and anti-terrorist financing (ATF) regulations. It covers the basics of money laundering and terrorist financing, suspicious transaction reporting, key components of a compliance regime, and how to build an effective compliance program.

Speaker

Angela Hanoski

Compliance Best Practices Consultant

 Angela Hanoski is a seasoned Compliance Best Practices Consultant with over 30 years of experience in the financial services industry. Her expertise spans back-office operations, insurance advisory, and dealer compliance, giving her a comprehensive understanding of the challenges advisors face in today's complex regulatory environment.

 With 18 years dedicated to dealer compliance, Angela has developed a unique approach to navigating regulatory requirements. She specializes in helping advisors transform compliance from a perceived obstacle into a strategic advantage. Her consultancy focuses on empowering advisors to use compliance proactively, enhancing the client-advisor relationship and differentiating their services in a competitive market.

 Angela's mission is to strengthen the financial industry's commitment to client-centric practices through strategic compliance implementation. She provides targeted training and coaching to advisors, enabling them to turn regulatory hurdles into opportunities that benefit both their practice and their clients.

As a thought leader in her field, Angela is at the forefront of promoting a paradigm shift in how the industry views compliance—not as a necessary evil, but as a powerful tool to elevate service quality and protect client interests.

 Angela balances her professional pursuits with a strong commitment to family and faith, embodying the principle that personal well-being and professional success are interconnected.

Accreditation

Coming soon! 

Information

April 21, 2026
1:15 pm – 2:30 pm ET

Business owners often blur the lines between their corporate structure and themselves because they view the assets of the corporation as something that they own. And when it comes to insurance, whether a business owner purchases life insurance or critical illness, we know that many business owners would like to have all or a portion of the policy owned and paid for by the corporation. This is true even if the insurance’s ultimate purpose is meant to cover a personal need as well as a business need because even though premiums are generally not deductible, in many cases they are paid with cheaper after-tax corporate dollars. In this presentation, rather than focusing on the pros and cons of corporately owned insurance, we want to look at the practical aspects of what happens when the policy is owned by the corporation and the benefit pays to the corporation. Essentially, if the insurance proceeds pay to the corporation, how does the business owner get the insurance proceeds to the intended place where it can be used to meet the need it was intended to cover?

Speaker

Valerie Chan

Valerie is an experienced financial planner and accountant. During her time as a tax manager, she specialized in personal, corporate and trust & estate taxation. She also has experience supporting ultra-high net worth private banking clients with wealth and tax planning.

In addition to the CFP and TEP designations, Valerie holds accounting designations in Canada (CPA, CA) and in the US (CPA, Washington) and recently obtained her FEA designation. Valerie is particularly interested in helping Clients reach their financial goals through tax efficiencies and estate enhancement.

Katelyn Culliton

CPA, CA, CFP®, TEP

Katelyn Culliton engages with Sun Life advisors and planners to collaborate on complex financial planning cases. With over 15 years of tax and financial planning experience, she leverages her extensive technical background to analyze the client’s situation and provide solutions to tax, estate and financial planning issues. Katelyn is passionate about educating advisors and clients on tax and financial planning concepts in clear, understandable terms, so they can improve their knowledge and confidence in their financial decisions and meet their goals.

 Prior to joining Sun Life, Katelyn was a senior wealth planning consultant at a large private banking and wealth management firm, where she developed holistic, customized wealth, tax and estate planning strategies for high net worth families. Previously, she was a tax manager at a national accounting firm, where she advised business owners, farmers and their families on tax, succession and estate planning matters, implemented corporate reorganizations and completed complex personal, corporate and trust tax filings.

Katelyn is a Chartered Professional Accountant (CPA, CA) and completed the CPA Canada In-Depth Tax Course. She also holds the Trust and Estate Practitioner (TEP) and Certified Financial Planner (CFP®) designations, and placed first on the June 2018 President’s List for earning the top score nationally on the CFP® exam.

Accreditation

Coming soon!