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Webinar 1 – Buy-Sell Structuring Using Life Insurance This presentation focuses on how life insurance can be a valuable tool as a funding source for buy-sell planning. The presentation takes the audience through the various methods that are utilized to structure a buy-sell agreement. It includes a comprehensive discussion of the advantages and disadvantages of each method as well as tax consequences for the deceased & surviving shareholders.

Webinar 2 – Planning for farming and fishing Clients (2026) This session will review tax and non-tax considerations for families with farming and fishing activities/businesses. We will look at the lifetime capital gains exemption, intergenerational transfers and tax deferral options, principal residence exemption, and general planning considerations for families in the farming and fishing industry. Using case study examples, this webinar is aimed to assist you in speaking with your Clients about opportunities available for individuals in the fishing and farming business.

THIS WEBINAR IS NOT HOSTED BY IDC WIN. CE CREDITS WILL BE PROVIDED BY SUN LIFE AS THE HOST.