Small business owners and positioning life insurance policies

Please join us for our next TRIIPSS Webinar

Small business owners and positioning life insurance policies

Transferring the interest in a life insurance policy happens often and it can seem complicated. Questions frequently arise around this topic, particularly in corporate situations. This session will cover the key elements of policy transfers between small business owners and their companies, including:

What happens with various scenarios involving the transfer of an interest in a life insurance policy.
Sample calculations, considerations and some opportunities for clients.

Attendees will explore these topics and come away better equipped to guide clients through the deliberations and decisions involved in transferring an interest in a life insurance policy.

Date: October 18, 2023
Time: 2:00 p.m. to 3:15 p.m. ET

This webinar is also available in French on Wednesday, October 18, 2023 at 10:00 a.m. ET

CE credits: Available
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
Replay: Access to replay will be provided after the webinar

Alexandre Papale
B.Sc., LLB

Manager, Tax, Retirement & Estate Planning,
Empire Life

Meet Alex

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Alexandre Papale. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >

FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.