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Insurance & Investments
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Corporate owned

life insurance and personal estates 

Now available on demand:

Corporate owned life insurance and personal estates 

There are many sound reasons for corporations to use life insurance to support their operations, objectives and the needs of key individuals and shareholders. Corporations may provide benefits or be perceived as providing benefits to shareholders, key employees and their families. This may trigger unanticipated legal and tax  consequences.

This session takes a deep dive into the individual policies owned and/or paid for by the company at the time of purchase and the legal and tax implications of transferring policies or flowing benefits to family members for personal estate planning needs.

CE credit offer available until September 20, 2023.  
A quiz will appear after the webinar has been viewed.
This webinar is also available in French.

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.

The Empire Life Insurance Company
259 King Street East, Kingston Ontario
1 877 548-1881
info@empire.ca
8:30 am to 5:00 pm, EST weekdays

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