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New business and underwriting
November 17, 2026
Topic 1: Special presentation - Universal Life
Topic 2: Tax & estate planning with segregated funds and annuities
12 pm – 1:15 pm ET
1:15 pm – 2:30 pm ET
CE Credit Eligible
Description
Special presentation - Universal Life
November 17, 2026
12 pm – 1:15 pm ET
Coming soon!
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
Coming soon!
Description
Tax & Estate Planning with Segregated Funds and Annuities
November 17, 2026
1:15 pm – 2:30 pm ET
Segregated fund contracts and payout annuities can play a valuable role in a client’s tax and estate planning. This presentation looks at 4 different case studies where these products can be used to meet specific client needs, including:
Segregated funds case studies
- Investing in segregated fund contracts with guarantees for elderly clients over age 80 (“Borrow a life” strategy)
- Gifting during lifetime while maintaining control (“Inter-vivo's proxy” strategy)
Payout annuity case studies
- Creating Eligible Pension Income
- Avoiding Old Age Security (OAS) claw back while boosting cashflow
Speaker
Sun Life Global Investments
Speaker coming soon
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 |
1 |
SFPA |
Insurance Councils of Saskatchewan (ICS) |
1 |
Life and A&S |
CIRO, Investment Dealer Division (Cycle 11) |
1 |
Professional Development |
CIRO, Mutual Fund Division |
1 |
Professional Development |
FP Canada |
1 |
Financial Planning |
The Institute (Advocis) - IAFE |
1 |
General |