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CLICK HERE TO REGISTER This webinar will review the following: Family-owned businesses represent a major planning opportunity, with most incorporated and seeking tax efficient ways to manage surplus profits, reduce tax burdens, and plan for succession. Corporate owned life insurance (COLI) is a powerful strategy for funding tax liabilities, reducing the number of required policies, and creating tax free value ...

CLICK HERE TO REGISTER Deep dive into BMO Insurance single-deposit Insurance Universal Life strategy paired with a Guaranteed Interest Account (GIA). Offers secure, tax-deferred wealth preservation with no market risk. Perfect solution for older affluent client wanting a simple solution to pass on wealth to the next generation. 1 CE credit PENDING APPROVAL (You must stay on for the full ...

CLICK HERE TO REGISTER Positioning your practice to successfully navigate regulatory and carrier audits Insurance carriers and regulators continue to intensify their compliance oversight activities through advisor audits and file reviews. Attend this compliance webinar to learn how to demonstrate both that your practice is compliant and that your client files meet applicable regulatory and carrier requirements. 1 CE credit ...