
© Sun Life Assurance Company of Canada. All rights reserved.
Topic 1: The power of the contract – segregated fund case studies
Topic 2: Discovering Opportunities in Financial Statements
CE Credit Eligible
October 14, 2025
Time:
12 pm – 1:15 pm
This presentation reviews the tax reporting rules surrounding trusts and shows how a properly structured segregated fund contract could be a viable alternative. Using case studies, the presentation also looks at different ways to structure a segregated fund contract to meet clients’ unique wealth transfer needs.
Accreditation details coming soon!
October 14, 2025
Time:
1:15 pm – 2:30 pm
The presentation is a comprehensive review of a private company’s financial statements. It includes case studies to demonstrate what the various numbers in the statements mean and how advisors can find insurance opportunities in the statements. The presentation provides the necessary guidance to advisors on how to read a set of financial statements.
N/A
© Sun Life Assurance Company of Canada. All rights reserved.