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New business and underwriting
November 17, 2026
Topic 1: Winning with business owners
Topic 2: Creating Value Beyond the Portfolio – Tax and Estate Planning with Insured Wealth Products
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
Winning with business owners
November 17, 2026
12 pm – 1:15 pm ET
At the end of the presentation, participants will understand the business owner marketplace in Canada from the lens of a financial advisor. This presentation will look at small business owner data and their implications for advisors, studying in some detail how (different) professionals and non professionals operate both legally and practically in Canada, while also looking at insurance and tax planning strategies that can mitigate some key challenges.
Speaker
Charlene Dumas-Gelinas, FSA, FCIA
Director, Insurance Advisory and Activation
Bio
Charlene is a bilingual leader with over a decade of pension and insurance experience. As Director, Insurance Advisory and Activation, she leverages her deep actuarial expertise and proven track record of cultivating strong relationships to bridge complex insurance concepts with practical business applications. Dedicated to empowering advisors, Charlene develops and delivers innovative content and tools designed to drive engagement and business growth.
Creating Value Beyond the Portfolio – Tax and Estate Planning with Insured Wealth Products
November 17, 2026
1:15 pm – 2:30 pm ET
Segregated fund contracts and payout annuities are more than investment products. They are planning tools that can help advisors address complex retirement income, tax, estate, and wealth transfer challenges. Through practical case studies, this presentation demonstrates how thoughtful product structuring can create meaningful client outcomes that traditional investments often can’t replicate.
Attendees will learn how payout annuities can help manage longevity risk, reduce OAS claw back, and improve after-tax retirement cash flow. The session also explores how segregated fund contracts can be used to support blended family planning objectives, facilitate private and flexible wealth transfers, and provide greater control over how and when inheritances are distributed.
Speaker
Dan Price
Director, Tax, Retirement & Estate Planning, SLGI | Past President - Kelowna Chamber of Commerce | Tax and Estate Planning | Financial Planning
Dan joined the team at Sun Life in November of 2022 after spending 17 years in corporate finance and accounting. This unique blend of experience in investments and business allows Dan to add value in different areas. Dan has a bachelor’s degree in political science from the University of Lethbridge and has a Chartered Accountant designation.