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CPP Foresters – The Estate Enhancement Option

May 7 EDT @1:00 pm - 2:00 pm

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Presenter:  Zainab Sheikh Regional Vice President, Ontario

Canada is going to experience the largest wave of inter-generational transfers over the next 10 years. Life insurance may provide affordable solutions that can contribute to tax-efficient estate planning. This presentation is designed to show advisors the essentials of proper estate planning and how life insurance can play a key role. First, it outlines current economic and social trends in Canada. Second, key features of Foresters Advantage Plus Par. Whole Life are highlighted to show how it is uniquely positioned to help meet the needs of this growing market. Various case studies illustrate the how Advantage Plus can be integrated into a comprehensive estate plan.

Topics covered in the presentation include:

• The current situation
• The basics of estate planning
• Product features for Foresters Advantage Plus
• Competitive analysis
• First case study
• Advantage Plus built-in features
• Optional riders
• Second case study

1 CE credit (You must stay on for the full presentation to receive your credit)

**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**

Details

Date:
May 7 EDT
Time:
1:00 pm - 2:00 pm
Event Category: