Keyperson CI planning

This quick-paced session will focus on important "need to know’s" for advisors to talk about with their clients as they develop a risk management plan that includes critical illness insurance.

Join this webinar to see:

• Risk management and keyperson critical illness insurance
• Transition strategies that can be used to pass on a business to a keyperson
• Key features of keyperson critical illness insurance
• Case studies focused on approaches to use based on the keyperson's role (shareholder and employee)

Earn 1 CE credit* (pending accreditation)

This training allows you to obtain 1 CE credit from the following organizations:

• Advocis (The Financial Advisors Association of Canada)
• Alberta Insurance Council
• FP Canada
• Insurance Council of Manitoba
• Insurance Council of Saskatchewan

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz.

Note: This training is pending approval by the organizations involved. Once accreditation has been obtained, you'll receive an email and will be able to download your certificate.

Key speakers & guests

Kathryn Bennett
Senior Legal and Estate Planning Consultant

Suzanne Smith-Demers
Senior Financial Planning Consultant

Maxime Lemire-Osborne
Living benefits expert

Mark Li
Senior Financial Planning and Insurance Consultant

Risk management for business owners

Join this webinar and learn about strategic approaches to help clients build a risk management plan that protects their business from these critical human capital losses in a cost-effective way.

Earn 1 CE credit* (pending accreditation)

This training allows you to obtain 1 CE credit from the following organizations:

• Advocis (The Financial Advisors Association of Canada)
• Alberta Insurance Council
• Chambre de la sécurité financière (CSF)
• Institut de planification financière
• FP Canada
• Insurance Council of Manitoba
• Insurance Council of Saskatchewan

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz.

Note: This training is pending approval by the organizations involved. Once accreditation has been obtained, you'll receive an email and will be able to download your certificate.

Key speakers & guests

Kathryn Bennett
Senior Legal and Estate Planning Consultant

Chau Tran
Senior Life Product Expert

Maxime Lemire-Osborne
Health Product Expert

Corporate Insured Retirement Plan (CIRP)

Drawing retirement income from your corporation

Join this webinar to see how the Corporate Insured Retirement Plan concept:

• Supplements business owner retirement income
• Provides immediate protection for a Canadian-controlled private corporation (CCPC)
• Enhances the estate value of the business owner
• Provides a tax-efficient estate transfer at death

Earn 1 CE credit* (pending accreditation)

This training allows you to obtain 1 CE credit from the following organizations:

• Advocis (The Financial Advisors Association of Canada).
• Alberta Insurance Council
• Chambre de la sécurité financière (CSF)
• Institut de planification financière
  
• FP Canada
• Insurance Council of Manitoba
• Insurance Council of Saskatchewan

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz.

Note: This training is pending approval by the organizations involved. Once accreditation has been obtained, you'll receive an email and will be able to download your certificate.

Key speakers & guests

Mark Li
Senior Financial Planning and Insurance Consultant

Suzanne Smith-Demers
Senior Financial Planning Consultant

Prioritizing your health – Critical illness insurance

To learn more about Health Priorities. During this webinar we'll talk about:

• the basics of critical illness insurance, including definitions of related terms, and detailed information on how it works
• cases where critical illness insurance coverage should be recommended
• opportunities to use the materials available when presenting your service offer
• best practices to be adopted

Earn 1 CE credit

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz. You can then download your certificate.

Key speakers & guests

Joachim Tremblay

Maxime Lemire-Osborne

Kathryn Bennett

Business owner's passive income challenges: opportunity for advisors

Be curious

Learn more about different corporate structures and the taxes of Canadian-controlled private corporations (CCPCs)

Evaluate the situation and identify repercussions

Understand the impact of passive income on active business income and the repercussions on small business deductions available to CCPCs

Focus on solutions

Become familiar with different strategies to minimize the impact of passive investment income, such as the Corporate Income Tax Optimizer (CITO)

Earn 1 CE credit

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz.

Note: This training is pending approval. Once accreditation has been obtained, you'll receive an email and will be able to download your certificate.

Key speakers & guests

Mark Li
Joachim Tremblay

It’s not just a will – It’s an estate plan!

Be curious

Use a rigorous planning process to build and strengthen your client relationships.

Identify any concerns and why they matter

Make sure you ask the right questions so you can pinpoint any concerns connected to preparing an estate plan before they become a problem.

Focus on solutions

Offer your clients better insurance solutions with an approach that exceeds your knowledge of your clients. (KYC).

Earn 1 CE credit

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz. You can then download your certificate.

Key speakers & guests

Kathryn Bennett
Mark Li
Kelly Maidens