September 9, 2025

September 9, 2025

12 pm – 1:15 pm

1:15 pm – 2:30 pm

Register

Topic 1: Accessing cash value of life insurance (2025)

Topic 2: Charitable giving strategies (2025)

CE Credit Eligible

September 9, 2025

Time:

12 pm – 1:15 pm

We will review tax and non-tax considerations for accessing cash values in permanent life insurance. We will look at policy loans, partial or full surrender, and third-party collateral loans. Using case study examples, this webinar is aimed to assist you in speaking with your Clients about additional benefits associated with cash value in permanent insurance.

Paul Thorne

Paul is the Director of Advanced Planning in Sun Life’s Estate & Financial Planning Services (EFPS) division. He focuses on complex case consultation within EFPS, with special attention to wills, trusts, estate planning, and Canadian business owners. Paul is passionate about taking these complex topics and distilling them down into practical solutions with a goal of ensuring Client’s understand how they’ll meet their goals and objectives tax efficiently. He also heads content development for EFPS and acts as tax and legal subject-matter expert for various areas of Sun Life.

Accreditation

Accreditation details coming soon!

September 9, 2025

Time:

1:15 pm – 2:30 pm

Charitable giving strategies can provide for meaningful tax and estate planning benefits. This presentation highlights the basics of charitable giving while giving you some tangible strategies you can use to help Clients reduce taxes while meeting their philanthropic goals.

Valerie Chan

Valerie is an experienced financial planner and accountant. During her time as a tax manager, she specialized in personal, corporate and trust & estate taxation. She also has experience supporting ultra-high net worth private banking clients with wealth and tax planning. In addition to the CFP and TEP designations, Valerie holds accounting designations in Canada (CPA, CA) and in the US (CPA, Washington) and recently obtained her FEA designation. Valerie is particularly interested in helping Clients reach their financial goals through tax efficiencies and estate enhancement.

Accreditation

Coming soon!