Three Tax, Retirement and Estate Planning Hidden Gems
By Empire Life Insurance Company
The Empire Life Insurance Company presents three tax, retirement and estate planning tips that help advisors position complex cases using insurance and investment solutions.
In this webinar, the Empire Life Insurance Company discusses how to position complex cases using life insurance–based solutions for young professionals, complex family dynamics, and tax-efficient investing for corporations. They also demonstrate how leveraging specialists in tax, retirement and estate planning can help add value to your client meetings and, in turn, help grow your practice.
In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.
Accreditation Details
Accreditation body
Competency
Credits
ICM
General Insurance
--
Life Insurance
1.00
Adjuster
--
The Institute/IAFE
Practice Management
--
Financial Planning
1.00
Product Knowledge
--
ICBC
Accident and Sickness
--
General Insurance
--
Life Insurance
0.75
ICS
Life Insurance
1.00
CSF
Matières générales
--
Insurance of persons
--
General Subject
1.00
Courtage en épargne collective
--
Assurance de personnes
--
Alberta Insurance Council
Life Insurance
1.00
FSRA
Life and/or A&S
1.00
