June 4, 2024
12 pm - 1:15 pm ET
1:15 pm - 2:30 pm ET
We're glad to inform you that the third-party outage is now resolved. Due to this outage, some of Sun Life’s systems, business teams and external providers experienced disruption. This disruption limited our access to emails as well as the ability to process new insurance applications and other administrative requests. As a result, we’re now ramping back to full operational service over the next few days. We apologize for any inconvenience this might have caused. Again, we thank you for your patience and understanding.
June 4, 2024
12 pm - 1:15 pm ET
1:15 pm - 2:30 pm ET
Topic 1: Small business owner planning
Topic 2: Tax considerations when funding corporate held life insurance (2024)
CE Credit Eligible
Small business owner planning
In this CE accredited webinar, your EFPS Directors of Advanced Planning will review the most common planning questions small business owners review with their advisors. We will start with salary vs. dividends, saving in RRSPs, TFSAs, or inside the corporation, and touch on post-mortem planning and the benefits of permanent insurance. Using case study examples, this webinar is aimed to assist you in understanding how small business owners remunerate themselves and accumulate their net worth personally and their corporation.
Accreditation details coming soon.
Tax considerations when funding corporate held life insurance (2024)
In this CE accredited webinar, your EFPS Directors of Advanced Planning will review the many planning considerations associated with corporate-owned life insurance. This includes the pros and cons as well as a deep dive into the understanding of corporate structures and ensuring corporately owned insurance fits in the Client's overall financial plan.
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) Autorité ontarienne de réglementation des services financiers (ARSF) |
1 | Life and A&S |
'Québec - Chambre de la sécurité financière | 1 | Insurance of persons |
'Québec - l’Institut de planification financière | 1 | SFPA |
Insurance Councils of Saskatchewan (ICS) | 1 | Life and A&S |
CIRO, Investment Dealer Division (Cycle 10) OCRI, Division des courtiers en valeurs mobilières |
1 | Professional Development |
CIRO, Mutual Fund Division OCRI, Division des fonds communs de placement |
1 | Professional Development |
FP Canada | 1 | Financial Planning |
The Institute (Advocis) - IAFE | 1 | General |
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