Webinar: Benefits and Considerations of Corporate-Owned Life Insurance
Join us for an engaging dive into corporate-owned life insurance. Starting with a review of corporate tax basics we will compare corporate owned life insurance versus corporate owned investments! Discover the unique characteristics of corporate owned life insurance along with practical planning strategies to help you make informed financial moves for your business.
Featured Speaker
Director, Tax and Estate Planning Group, Canada Life
Carol is a Director of Tax and Estate Planning at Canada Life with more than 25 years of tax and legal and trust experience. She provides tax, estate, and succession planning support, while working collaboratively with financial advisors to develop advanced insurance planning solutions for their high-net-worth clients.
As a Lawyer and an accountant, Carol brings with a unique combination of accounting, legal and life insurance expertise. She has gathered diverse estate planning experience while having worked with another life insurance company, wealth management firms and trust companies.
Carol is a member of the Chartered Professional Accountants of Ontario, the Law Society of Ontario, the Canadian Tax Foundation, and the Canadian Bar Association.
Date: Thursday, March 13, 2025
Time: 7:00 pm – 8:00 pm ET (registration starts at 6:45 pm)
Session Format: Online Webinar (Zoom)
Language: English
CPD Credit: 1.00 hour
Cost: Member: $5, Non-members: $15
Enrolment Limit: 100 People
Registration Deadline: March 12, 2025 at 5:00 pm ET
Once registered, you will receive an email confirmation with webinar details.
Active participation is mandatory for receiving the CPD certificate, including answering all poll questions.
Please use the same name when registering on ccpaa.ca and joining the Zoom meeting.
