Now available on demand:
Intergenerational wealth transfer and
life insurance for kids

The transfer of wealth to succeeding generations is about much more than money.
It can be an expression and transfer of values.

This session covers some of the important factors that impact where wealth goes, who the decision makers are and how values can be expressed as part of the
things that are passed down to heirs. Through a series of case studies advisors
will learn strategies using life insurance for kids to help aging clients in the establishment of the estate and tax planning process.

CE credit offer available until March 16, 2022.
A quiz will appear after the webinar has been viewed

Peter Wouters, Director, Tax & Estate Planning Services, Empire Life

Peter Wouters
Director, Tax & Estate Planning Services,
Empire Life

akua-EN-web

Akua Carmichael
Director, Tax & Estate Planning Services,
Empire Life

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. 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.

Now available on demand: Intergenerational wealth transfer and insurance for kids

Now available on demand:Intergenerational wealth transfer andlife insurance for kids

Now available on demand:
Intergenerational wealth transfer and
life insurance for kids