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X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
X-ORIGINAL-URL:https://idcwinbig.ca
X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
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DTSTART:20240310T070000
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DTSTART:20241103T060000
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DTSTART;TZID=America/Toronto:20241114T130000
DTEND;TZID=America/Toronto:20241114T140000
DTSTAMP:20260522T020818
CREATED:20241017T165642Z
LAST-MODIFIED:20241017T165642Z
UID:7315-1731589200-1731592800@idcwinbig.ca
SUMMARY:Sun Life: Post-Mortem Planning and Life Insurance
DESCRIPTION:CLICK HERE TO REGISTER\nPresenter: Stuart Dollar M.A.\, LL.B\, CFP®\, CLU®\, ChFC®\, TEP \nStuart Dollar is a lawyer and is a Director for Retail Insurance Tax Solutions with Sun Life Financial in Waterloo\, Ontario. \nThe presentation discusses the double tax problem when a business owner dies\, then moves to two post-mortem planning options\, loss-carryback and pipeline. It then briefly discusses some modifications to those strategies\, because either one can be appropriate\, depending on the deceased’s and beneficiaries’ circumstances. Lastly\, it compares the two options with and without life insurance. \nNO CE CREDITS AVAILABLE FOR THIS WEBINAR
URL:https://idcwinbig.ca/event/sun-life-post-mortem-planning-and-life-insurance/
CATEGORIES:Webinar
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