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Life Insurance Webinars

September 2, 2020

1:00pm - 2:30pm ET

The CALU Value of Advice Research Project with BEworks: Applying the Research to your Practice

BEworks specializes in Behavioral Economics and has just completed a comprehensive behavioural research project on behalf of CALU on articulating the value of working with an advisor. This session will feature BEworks CEO Kelly Peters as she shares the findings of our research and how it can be applied to your business. The session will include an intensive one-hour training session on how to use the research results in your practice.

Kelly Peters, CEO & Co-Founder, BEworks
Pierre-Jean Malé, Ph.D, Associate, BEworks
Max Thompson, Executive Advisor, Financial Services, BEworks

Barry Pascal, MFA-P, TEP, Bell Pascal Insurance Services

September 30, 2020

1:00pm - 2:30pm ET

Charitable Gifting

Mark Halpern will explain how he helps clients convert tax dollars to generous charitable gifts using insurance strategies that eliminate or mitigate tax liabilities and enhance final estate values, creating enduring legacies. Professional advisors and other estate planning professionals are the gatekeepers of client wealth. When it comes to philanthropy, we share a unique obligation and opportunity to help clients and the charitable causes they care about.

Mark Halpern, CFP, TEP, MFA-P, CEO and Founder

David Wm. Brown, CLU, CH.F.C, CHS, TEP, Al G. Brown & Associates

2:45pm - 3:45pm ET

Leveraged Life Insurance – The Good, the Bad, the Ugly

Leveraged insurance arrangements can provide significant benefits for your client, but inappropriate application or poor implementation can mean significant extra costs and frustrations. This session will explore client profiles and product selection that are appropriate and the various issues, such as tax, credit and structure, that must be observed for proper implementation.

Technical Intermediate

Steven McLeod,  LL.B, Director, Advanced Sales, Canada Life
Randy Cutting, Vice President Sales, Specialized Lending at DUCA Financial Services

Jim Kraft, Advisor, BMO Financial Group

October 21, 2020

1:00pm - 2:00pm ET

Practical Side of Insurance Planning Strategies

This workshop will review selected insurance planning strategies, such as shared ownership structures and offshore insurance policies, from a tax audit and compliance perspective. The speakers will focus on tax issues involving shared ownership, including valuations of its various components and other compliance/audit risks, understanding the CRA and its approach to certain life insurance strategies, and on how off-shore insurance has emerged, its suitability and related compliance and audit risk. Participants will get practical advice on how to manage life insurance strategies from a tax risk viewpoint, with comments about staying within the boundaries of acceptable planning, and what strays beyond the boundaries.

Technical Advanced

Diane Everett, CLU, TEP, FEA, LL.B, VP, Planning and Business Development, PPI
Paul Lynch, Partner, National Leader, Tax Litigation and Dispute Resolution, KPMG
Florence Marino, TEP, LL.B, AVP, Tax, Retirement & Estate Planning Services, Manulife Financial

Brent van Ryzewyk, Principal, Barron's Financial Group Inc.

2:15pm - 3:15pm ET

Pre-Mortem Planning and Pipeline for 2020 and Beyond – What Really Happens?

Pre-mortem planning is complex, with many technical components.  This session will walk participants through the actual implementation of a pre-mortem plan. The intent is to engage in pre-mortem planning to help minimize tax and create clarity of expectations. We will go through the steps to implement an efficient pre-mortem plan and will review common issues, timelines, potential problems, etc. Participants will leave with a clear understanding of pre-mortem planning and tools and steps to manage timelines, difficult issues, and how to integrate insurance in the planning processes.  

Technical Practical Case Study Advanced

Sathees Ratnam, CPA, CA, TEP, PricewaterhouseCoopers LLP
Paul Tompkins, B. Comm., LL.B., CLU, TEP, FEA, Tompkins Insurance Services

Kelly Adams, B Comm, CLU, ChFC, CFP, FEA, Principal, Trusted Advisor, BWP Advisory Services Inc

3:30pm - 4:30pm ET

Post-Mortem Planning and Pipeline for 2020 and Beyond – What Really Happens?

Understanding the reality of post-mortem planning will better equip advisors in explaining the benefits of insurance as an integral element in these plans.  Through the use of a case situation, participants will be walked through the actual implementation of a post-mortem plan.  Your client dies holding shares of a company ─ the intent is to engage in post-mortem planning to minimize tax implications. The presenters will explore the practical details of just what has to get done in order to execute on a post-mortem plan, and what issues can arise that can present challenges.

Technical Practical Case Study Advanced

Sathees Ratnam, CPA, CA, TEP, PricewaterhouseCoopers LLP
Graham Carter, President & CEO, CAP Advisors Inc.

Jos Herman, Director of Financial Planning & Analysis, Resources & Solutions Professional Corporation