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Life insurance is a highly flexible financial tool, yet many clients and advisors view it solely through the lens of a death benefit. In a landscape where marginal tax rates often exceed 50%, exempt life insurance can help clients manage the annual “grind” of taxation on investment income.

This webinar explains how to strategically access policy cash values to provide liquidity when clients need it most. We will cover the mechanics of Adjusted Cost Basis (ACB) and the impact of the Net Cost of Pure Insurance (NCPI), alongside a comparative analysis of withdrawals, policy loans, and third-party collateral loans. Join us to explore advanced strategies like Immediate Financing Arrangements (IFAs) and corporate leveraging, including considerations for when and how these strategies may be used to access capital for retirement, reinvestment, or estate preservation.

Presenter: Mitch J. Singer, B.Sc., LL.B

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 March 31, 2027.

THIS WEBINAR IS NOT IDC WIN HOSTED