- Search
- Search
-
New business and underwriting
June 16, 2026
Topic 1: Joint tenancy and cottage planning
Topic 2: A fresh look at UL
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
Description
Joint tenancy and cottage planning
June 16, 2026
12 pm – 1:15 pm ET
It is increasingly becoming the estate and tax planning norm for more than one individual to jointly own property in the form of investments or real estate. This seminar will provide an overview of joint ownership of property, including the tax and legal implications. You will learn about the different types of joint ownership, the circumstances in which this strategy may be deployed as well as key information that will help families avoid potentially adverse tax and legal consequences.
Speaker
Mackenzie Investments
Speaker coming soon
Accreditation
Coming soon!
Description
A fresh look at UL
June 16, 2026
1:15 pm – 2:30 pm ET
A fresh look at UL & market trends: A look at some real-world benefits. In this session, you will go through an illuminating journey into the intricacies of Universal Life (UL) insurance. By examining the benefits of UL, attendees will gain a comprehensive understanding of how this flexible insurance product works in practice, a clearer grasp of its' potential, and its application to business owners.
Speaker
Catherine Malone
Director, Insurance Solutions Enablement, Sun Life
With over 25 years’ experience in the industry, Catherine brings a variety of skills and in-depth product knowledge to her role as Director Insurance Solutions Enablement with Sun Life.
The last 15 years have been spent in various product management and marketing roles, which have developed her ability to understand her audience and to provide tools and supports to advisors to make their jobs easier.
A graduate of Wilfrid Laurier University and currently pursuing her CFP designation, Catherine continually strives to improve herself and sharpen her skills. Catherine is responsible for all of the individual life insurance plans on the Sun Life product shelf.
Accreditation
Jurisdictions |
# of Credits |
Type of Credit |
|---|---|---|
Alberta Insurance Council (AIC) |
1 |
Life |
Insurance Council of British Columbia (ICBC) |
1 |
Life and A&S |
Insurance Council of Manitoba (ICM) |
1 |
Life and A&S |
Financial Services Regulatory Authority - Ontario (FSRA) |
1 |
Life and A&S |
Chambre de la sécurité financière |
1 |
Insurance of persons |
Institut de Planification Financière |
|
|
Insurance Councils of Saskatchewan (ICS) |
1 |
Life and A&S |
CIRO, Mutual Fund Division |
1 |
Professional Development |
FP Canada |
1 |
Product Knowledge |
The Institute (Advocis) - IAFE |
1 |
General |