Advocis Presents: 
A Coffee Talk Webinar
Life Insurance Strategies with a Philanthropic Advantage

2021 Series - Episode Twenty-two: Life Insurance Strategies with a Philanthropic Advantage
 

As a financial advisor, clients are relying on you to provide them with strategies to help maximize the impact of their legacies while minimizing exposure to the taxes that can diminish them – amounts that can run as high as 53% without the right strategies in place.

Join us on December 2nd at 11:00 am EST for a Coffee Talk as Advocis welcomes Mark Halpern, CEO, WEALTHinsurance.com Inc. will introduce the concept of the Accidental Philanthropist™, and explain how life insurance donations can create a path for legacies to become as beneficial as possible to the charities, causes and family members they were created to serve. 

Please refer to the chart below for your local timezone:

As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit. 

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.