Date & Time:
Tuesday, December 10, 2024 at 5:30 pm In-Person
Topic: Life insurance is not a plug-in: How do you ensure your client is getting solid insurance advice?
Life insurance can be an important tool in the tax and estate planning tool belt. It enjoys many important and useful tax benefits – tax-free death benefits, tax-exempt growth inside a policy, and when corporately-owned, capital dividend account additions to name a few. It provides the liquidity to fund estate tax liabilities, estate equalization, shareholder agreements, and can help to optimize post-mortem planning. It can be payable to named beneficiaries without passing through the estate of a deceased life insured. These are just some of the situations in which you think you should recommend that your client consider purchasing or reviewing their insurance coverage, but do you know what you don’t know about insurance? How do you know who to refer your client to and whether planning suggestions made to your client by insurance advisors are appropriate? Join Florence Marino and Jonah Mayles for a conversation about what questions you should be asking and how you ensure your client is getting solid insurance advice.
Panel Host: Kaye Bland, Tax Partner, Private Wealth, PWC
Panelists:
Florence Marino, Vice-President, Tax & Estate Planning, Tompkins Insurance
Jonah Mayles, Partner, Tax & Estate Planning, Sterling Park Financial Group Inc.
Program:
5:30 - 6:00 pm Networking
6:00 - 7:00 pm Plated Dinner
7:00 - 8:00 pm Presentation by the speakers
Location: Arcadian Court, 401 Bay St, Simpson Tower, 8th Floor, Toronto
Registration:
To register, please click on the buttons in the emailed notices, or go to https://epctoronto.ca/meetings, click Register (blue button at left), enter the address this email was sent to and follow the prompts.
Registration deadline: Noon, Tuesday, December 3, 2024
Menu: A plated dinner will be served with regular and vegan/vegetarian selections. Please let us know if you have any special dietary needs when you register. View the menu selections here.
As a nod to to the festive season, you will receive a complimentary drink ticket.
Guests:
Guest fees are $135 plus HST.
If you require assistance or want to change or cancel your and/or your guest registration, please email info@epctoronto.ca.
