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Insurance is an essential element of any estate plan as it can simplify the process and create greater financial value when death arises.

This presentation will focus on Joint Last to Die insurance and the many ways it can be used to enhance an estate plan. Case studies will focus on two specific opportunities, funding estate costs and equalization.

1 CE credit – This presentation is accredited in QC, ON, BC, AB. (You must stay on for the full presentation to receive your credit)