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Empire Life – Segregated Funds: Passing assets or proceeds

January 28 EST @2:00 pm - 3:00 pm

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Segregated funds allow for the naming of beneficiaries. Is that the only option? Is it always the best option?
This session will use a case study approach to cover off a handful of topics relating to insurance-based investments including pitfalls, unintended consequences and remedies or options to avoid missteps.

THIS WEBINAR IS NOT IDC WIN HOSTED

EMPIRE LIFE WILL ISSUE THE CE CERTIFICATES
CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

CE credit offer available until April 23, 2025

Details

Date:
January 28 EST
Time:
2:00 pm - 3:00 pm
Event Category: