2024 Conference & AGM
Workshop
Tuesday, May 7 @ 11:00 am – 12:00 pm ET
Corporate Reorganizations and Life Insurance (Life Insurance)
This presentation will walk the attendee through various considerations when working with life insurance and different tax reorganizations including:
- Butterfly transactions
- Windups
- Amalgamations
This presentation will also help identify potential enforce and new sales opportunity when working with a client who engages in one of these reorganizations.
CE Credits
The following list of CE credits available, subject to course approval (T = tentative)
- Institute for Advanced Financial Education (Advocis) –
- FP Canada –
- Alberta Insurance Council –
- Insurance Councils of Saskatchewan –
- Insurance Council of Manitoba –
- Chambre de la sécurité financière (Québec) –
