Sun Life: Post-Mortem Planning and Life Insurance
CLICK HERE TO REGISTER Presenter: Stuart Dollar M.A., LL.B, CFP®, CLU®, ChFC®, TEP Stuart Dollar is a lawyer and is a Director for Retail Insurance Tax Solutions with Sun Life Financial in Waterloo, Ontario. The 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 ...
