Estate Planning and Taxation

This presentation focused on estate planning and taxation, focusing on setting up segregated fund contracts. The presenter emphasized the importance of understanding roles like owner, annuitant, and beneficiary, and highlighted the benefits of segregated funds, such as bypassing probate and creditor protection. The presenter discussed various ownership structures, including joint and corporate ownership, and the concept of "borrowing an annuitant" for older individuals. The presenter also introduced the annuity settlement option, which allows for controlled distributions to beneficiaries, ensuring tax efficiency and legacy planning. The presenter discussed practical applications and the importance of financial advisors in guiding clients through these complexities.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 48m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC – 1 Life credit (in bundles) * ICS - 1 Segregated Funds credit * ICM - 1 Segregated Funds credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Estate Planning and Taxation
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Sadaf Chowdhury

Sadaf comes with 9 years of industry experience with previous stints at some of the largest banks and insurance carriers in Canada, where he has spent most of his time working with financial advisors and helping them grow their business. Sadaf is also currently working to complete his CFA designation.