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Three tax, retirement and estate planning hidden gems.
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Empire Life

Three tax, retirement and estate planning hidden gems.

In this webinar, learn how three tax, retirement and estate planning tips help advisors position complex cases using insurance and investment solutions.

February 23, 2023
Couple reviewing portfolio

In this webinar replay, that was recorded on Wednesday, March 22, 2023 at 1:00 pm ET, 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 will 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.

Speakers:
Carl Presland, RVP Distribution, Western — Retail, Empire Life
Peter A. Wouters, RFG, AIAA, ARP, TEP, FLMI, RHU, CFP, CLU, CHFC, ACS, CPCA, ALHC, CHS, EPC, AFSI, Director, Tax, Retirement & Estate Planning Services

Need CE credits?

For those who missed the live webinar, the recording is available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from AAC, ICM, ICS, and The Institute credits (pending approval)*. CE accreditation is powered by CE Corner.

If you attended the live webinar on Wednesday, March 22, 2023 at 1pm ET, you will receive an email notification from CE Corner when your CE certificate is ready.

What is brand knowledge?

Through Brand Knowledge, Investment Executive would like to offer its readers the latest advice from businesses wishing to share their industry expertise. Content is produced by the Content Solutions team in collaboration with the company. Investment Executive journalists are not involved in writing these articles. For more information, contact AnnaChristina@Newcom.ca.

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