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Segregated fund contracts and payout annuities can play a valuable role in a client’s tax and estate planning. This presentation looks at 4 different case studies where these products can be used to meet specific client needs, including:

Segregated funds case studies
1. Investing in segregated fund contracts with guarantees for elderly clients over age 80 (“Borrow a life” strategy)
2. Gifting during lifetime while maintaining control (“Inter-vivos proxy” strategy)

Payout annuity case studies
1. Creating Eligible Pension Income
2. Avoiding Old Age Security (OAS) clawback while boosting cashflow

1 CE credit – Pending approval (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.**