Generational Legacy Plan

Find out all about our latest concept, the Generational Legacy Plan, an innovative financial strategy that offers a flexible approach to secure your clients' child or grandchild financial future across generations.

Join us and learn how to use this strategy to build a lasting legacy through wealth transfer planning involving a cash value life insurance policy. During the broadcast, we will:

• Introduce the Generational Legacy Plan, explaining how it uses permanent life insurance to provide a flexible financial foundation for future generations.
• Provide insights into the target market and clients who can benefit most from this approach.
• Discuss the importance of planning for wealth transfers and effective strategies to support smooth, tax-efficient transfers.
• Present a case study demonstrating the practical application of the Generational Legacy Plan, showing how it can provide long-term security and peace of mind.

Earn 1 CE credit* (pending accreditation):

This training allows you to obtain 1 CE credit from the following organizations:

• Advocis (The Financial Advisors Association of Canada)
• Alberta Insurance Council (AIC)
• FP Canada
• Insurance Council of Manitoba
• Insurance Council of Saskatchewan
• MFDA

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz.

Date: Tuesday, October 22, 2024

Time: 1 p.m. (ET)

Key speakers

Mark Li
Senior Financial Planning and Insurance Consultant

Suzanne Smith-Demers
Senior Financial Planning Consultant

Brent Swatuk
Regional Vice President, Ontario & Atlantic

Intergenerational Wealth Transfers

This webinar is designed to help you understand the implications of the great wealth transfer currently underway in Canada and how to effectively support your clients through this transition.

During the broadcast, we will:

• Interview Lisa Hutchinson, Owner and Principal Counsel of 20/20 Law Group, about wealth transfers in Canada. She will share insights about estate planning and effective intergenerational transfers.
• Explore strategies for successful wealth transfers, including gifting while living and utilizing life insurance
• Discuss the legal and tax implications of wealth transfers
• Present a case study on using life insurance to create a lifelong gift for future generations

Earn 1 CE credit* (pending accreditation):

This training allows you to obtain 1 CE credit from the following organizations:

• Advocis (The Financial Advisors Association of Canada)
• Alberta Insurance Council (AIC)
• FP Canada
• Insurance Council of Manitoba
• Insurance Council of Saskatchewan
• MFDA

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz.

Key speakers & guests

Suzanne Smith-Demers
Senior Financial Planning Consultant

Lisa Hutchinson
Owner and Principal Counsel of 20/20 Law Group, 20/20 Law Group

2024 Economic Outlook | Decreasing rates. Increasing opportunities?

What's in store for the rest of 2024? Join us on September 4th for this live webinar and Q&A session with Randall Bartlett, Senior Director of Canadian Economics at Desjardins.

The event will cover some key factors impacting our economy including:

• Rate cuts and the struggle to curb inflation
• Upcoming U.S. election
• Housing and Canada’s recent population surge
• Ongoing geopolitical tensions

Randall will also discuss where investors can look for regional pockets of opportunity around the world, and more.

CE Certification:

CE credits are pending approval (including Life & Health). To qualify, you must attend for at least 55 minutes AND pass the CE quiz (70% or higher).

Key speakers & guests

Randall Bartlett,
Senior Director of Canadian Economics

2024 Federal Budget: The impacts for you and your clients

Join this webinar to help you better understand the implications of the 2024 Federal Budget for both you and your clients.

During the broadcast we will:

• Analyze how proposed changes to the capital gains inclusion rate (CGIR) will impact your client’s tax liabilities
• Explore new opportunities and challenges in personal and corporate financial planning in light of budgetary measures
• Discuss key strategies for optimal tax planning for business owners, trusts and estates

This presentation does not qualify for CE accreditation.

Key speakers & guests

Suzanne Smith-Demers
Senior Financial Planning Consultant

Kathryn Bennett
Senior Legal and Estate Planning Consultant

Keyperson CI planning

This quick-paced session will focus on important "need to know’s" for advisors to talk about with their clients as they develop a risk management plan that includes critical illness insurance.

Join this webinar to see:

• Risk management and keyperson critical illness insurance
• Transition strategies that can be used to pass on a business to a keyperson
• Key features of keyperson critical illness insurance
• Case studies focused on approaches to use based on the keyperson's role (shareholder and employee)

Earn 1 CE credit* (pending accreditation)

This training allows you to obtain 1 CE credit from the following organizations:

• Advocis (The Financial Advisors Association of Canada)
• Alberta Insurance Council
• FP Canada
• Insurance Council of Manitoba
• Insurance Council of Saskatchewan

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz.

Note: This training is pending approval by the organizations involved. Once accreditation has been obtained, you'll receive an email and will be able to download your certificate.

Key speakers & guests

Kathryn Bennett
Senior Legal and Estate Planning Consultant

Suzanne Smith-Demers
Senior Financial Planning Consultant

Maxime Lemire-Osborne
Living benefits expert

Mark Li
Senior Financial Planning and Insurance Consultant

Risk management for business owners

Join this webinar and learn about strategic approaches to help clients build a risk management plan that protects their business from these critical human capital losses in a cost-effective way.

Earn 1 CE credit* (pending accreditation)

This training allows you to obtain 1 CE credit from the following organizations:

• Advocis (The Financial Advisors Association of Canada)
• Alberta Insurance Council
• Chambre de la sécurité financière (CSF)
• Institut de planification financière
• FP Canada
• Insurance Council of Manitoba
• Insurance Council of Saskatchewan

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz.

Note: This training is pending approval by the organizations involved. Once accreditation has been obtained, you'll receive an email and will be able to download your certificate.

Key speakers & guests

Kathryn Bennett
Senior Legal and Estate Planning Consultant

Chau Tran
Senior Life Product Expert

Maxime Lemire-Osborne
Health Product Expert

Corporate Insured Retirement Plan (CIRP)

Drawing retirement income from your corporation

Join this webinar to see how the Corporate Insured Retirement Plan concept:

• Supplements business owner retirement income
• Provides immediate protection for a Canadian-controlled private corporation (CCPC)
• Enhances the estate value of the business owner
• Provides a tax-efficient estate transfer at death

Earn 1 CE credit* (pending accreditation)

This training allows you to obtain 1 CE credit from the following organizations:

• Advocis (The Financial Advisors Association of Canada).
• Alberta Insurance Council
• Chambre de la sécurité financière (CSF)
• Institut de planification financière
  
• FP Canada
• Insurance Council of Manitoba
• Insurance Council of Saskatchewan

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz.

Note: This training is pending approval by the organizations involved. Once accreditation has been obtained, you'll receive an email and will be able to download your certificate.

Key speakers & guests

Mark Li
Senior Financial Planning and Insurance Consultant

Suzanne Smith-Demers
Senior Financial Planning Consultant

Prioritizing your health – Critical illness insurance

To learn more about Health Priorities. During this webinar we'll talk about:

• the basics of critical illness insurance, including definitions of related terms, and detailed information on how it works
• cases where critical illness insurance coverage should be recommended
• opportunities to use the materials available when presenting your service offer
• best practices to be adopted

Earn 1 CE credit

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz. You can then download your certificate.

Key speakers & guests

Joachim Tremblay

Maxime Lemire-Osborne

Kathryn Bennett

Business owner's passive income challenges: opportunity for advisors

Be curious

Learn more about different corporate structures and the taxes of Canadian-controlled private corporations (CCPCs)

Evaluate the situation and identify repercussions

Understand the impact of passive income on active business income and the repercussions on small business deductions available to CCPCs

Focus on solutions

Become familiar with different strategies to minimize the impact of passive investment income, such as the Corporate Income Tax Optimizer (CITO)

Earn 1 CE credit

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz.

Note: This training is pending approval. Once accreditation has been obtained, you'll receive an email and will be able to download your certificate.

Key speakers & guests

Mark Li
Joachim Tremblay

It’s not just a will – It’s an estate plan!

Be curious

Use a rigorous planning process to build and strengthen your client relationships.

Identify any concerns and why they matter

Make sure you ask the right questions so you can pinpoint any concerns connected to preparing an estate plan before they become a problem.

Focus on solutions

Offer your clients better insurance solutions with an approach that exceeds your knowledge of your clients. (KYC).

Earn 1 CE credit

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz. You can then download your certificate.

Key speakers & guests

Kathryn Bennett
Mark Li
Kelly Maidens