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1 CE credit

Brent Swatuk Presents: Levelize the Tax for Corporate Clients – Bolstering the corporate balance sheet with participating whole life and how to share ideas for ensuring wealth that would typically be lost to taxes remains within your portfolio, while retaining liquidity, access, and control, and ultimately creating a more efficient and meaningful estate for your heirs.

The Second Half – Giuliano Savini, Regional Investment Sales Manager, will present on: Seg Funds and Business Owners – how to structure corporately owned seg funds, and all considerations, as well as making a suitable sale with all the proper documentation