Running a Small Business: New Rules Part 3 - Corporate Owned Life Insurance and Personal Estates

By The Empire Life Insurance Company

Corporations may provide benefits or be perceived as providing benefits to shareholders, key employees and their families. This may trigger unanticipated legal and tax consequences. Join Peter Wouters as he takes a deeper look at individual policies owned and/or paid for by the company at the time of purchase and the legal and tax implications of transferring policies or flowing benefits to family members for personal estate planning needs.

Running a Small Business: New Rules Part 3 - Corporate Owned Life Insurance and Personal Estates

Accreditation Details

Accreditation body
Competency
Credits

The Institute

Practice Behaviours

1.50

AIC

Life Insurance

1.50

ICM

Life Insurance

1.50

CSF

General subject

1.00

Course Type:

Web Link

Passing Grade:

5/7 (71%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • Benefits Canada
  • Avantages
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)