Small business owners and positioning life insurance policies

Once a small business owner has decided to buy life insurance, they have a lot more to consider. Each of your client's situations is different, but there are common themes to consider when positioning their life insurance policy.

This session will look at:

• What are some of the elements that should be considered when positioning a life insurance policy?
• Are there differences when a corporate structure includes a holding company?
• For professionals who are not yet incorporated, should they create their professional corporation now?

This webinar will explore those common topics and will provide you with tools to feel more comfortable discussing life insurance with small business owners.

Date: July 19, 2022
Time: 2:00 p.m. to 3:15 p.m. ET   
This webinar is also available in French on July 20, 2022, at 10:00 am
CE credits: Up to 1 credit.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
Replay: Access to the replay will be provided after the webinar

Alexandre Papale
Manager, Tax and Estate Planning

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Alexandre Papale. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >