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2021 Webinars

We will be rolling out technical webinars throughout the year. Stay ahead of the latest technical and tax changes and earn CE credits with expert webinars, available live and on demand.

Life Insurance Transfers – Planning Opportunities and Pitfalls - February 17 and 24, 2021

Now available on-demand. Please register below to access this webinar. Once registered, you can access the webinar at

Kevin Wark and Glenn Stephens demystify the new tax rules and CRA interpretations that are adding complexity to life insurance transfers. Registration includes a complimentary PDF guide.


“Must-see events if you are servicing high net worth clients and want to offer great value.” – Kelly Adams, CFP, CLU, CH.F.C., FEA, (CALU board member)

“This presentation provides a welcome review of the important considerations, as well as pitfalls of policy transfers. There are many unique scenarios that clients are facing. Ensuring advisors know the technical aspects, as well as when to defer to other professionals is essential in providing appropriate recommendations and avoiding disastrous outcomes. I highly recommend this presentation to anyone working in the insurance market as transfers are an inevitable part of the cycle of policy servicing.” – Sara La Gamba, CFP, CLU, CHS, TEP (trustee, The Institute)

“No matter what type of financial planning you are doing, you owe it to your clients to see this presentation. Your clients deserve an advisor that knows this stuff.” – Keith Brown, CFP, CLU, CH.F.C., FEA, CExP, TEP (CALU board member)

I would highly recommend this seminar as it provides essential information to protect you and your clients in an area of life insurance planning which continues to evolve from the simple to the very complex. Be informed! – Terry Zive, CLU, CH.F.C., CHS, FLMI, TEP (former CALU board member)

For more information and to register click below:



Once registered, you can access the webinar at

Will Power: How to Build Your Business Through Philanthropy - March 10, 2021

Please register below to access this webinar. Once registered, you can access the webinar at

Learn about business building through philanthropy, and how the new Will Power campaign can help. March 10, 2021.

For more information and to register, click here