JOIN US! Advocis Presents ‘Coffee Talks’

Submitted by Rica Zara on September 29, 2022 - 4:28pm

Advocis Presents:
A Coffee Talk Webinar
Collateral Loans – Corporate vs. Shareholder Borrowing

2022 Series - Episode ten: Collateral Loans – Corporate vs. Shareholder Borrowing

Leveraging a corporate owned policy in the future is a common financial strategy to access policy cash values on a tax efficient basis for retirement or other purposes. A question often asked is “should I borrow corporately or personally against the policy?”

Join us on October 6th at 11:00 am EDT for a Coffee Talk as Advocis welcomes Nick Fabiano, CPA, CA, TEP, Director, Tax & Estate Planning Group at Canada Life as he provides a brief overview of the benefits and issues under each option.

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.

Quick Links

Solutions for Advisors

Community Services

Corporate

Legal Links

How may we assist you?