2024 Conference & AGM


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:

  1. Butterfly transactions
  2. Windups
  3. 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) –


Jake Sheehan, CLU, FEA, TEP
Insurance Advisor
Life Design Systems Insurance Agency Ltd.
Raymond Adlington

Miller Thomson LLP

Hemal Balsara, CPA, CA, CFP, TEP, FEA
Head of Tax, Retirement and Estate Planning Services



2024 Conference & AGM Registration