Participating Life Insurance: Where Protection Meets Possibility

This presentation emphasized the versatility of participating life insurance, emphasizing its role in estate planning and financial security. The presenter detailed the tax-free death benefit, the capital dividend account for corporations, and the adjusted cost basis (ACB) calculation. The presenter highlighted three methods to access cash values: collateral loans, policy loans, and withdrawals. The presenter illustrated these methods using a case study of Michael, a client planning his retirement and managing unexpected expenses. The presentation underscored the policy's flexibility, including its use for charitable donations and as a source of income in retirement, showcasing it as a multifaceted financial tool.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 53m

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 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Participating Life Insurance: Where Protection Meets Possibility
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: Anna Tsepelis

Anna has been in the financial services space for over fifteen years, always having gravitated towards the estate planning process, risk management and helping families and businesses preserve their wealth, while supporting brokers in Ontario. Anna’s educational background includes an Honours Bachelor of Arts from the University of Toronto and CLU and CHS designations. She lives in Toronto with her husband Edmund and her dog, Bailey.