About
A 40-year downward trend in interest rates has made it increasingly difficult for your clients to generate acceptable yields from traditional fixed-income investments without taking on undue risk. If you have clients who are uneasy about market volatility or looking for lower-risk ways to enhance their family legacy, there is a powerful alternative strategy you can bring to the table.

Permanent life insurance is a highly versatile, multi-purpose financial tool. This session will explore how life insurance helps provide your clients with tax-free payouts on death, tax-preferred cash value growth, and the potential avoidance of estate settlement fees and creditor claims.

Join us for practical strategies and planning to help your clients navigate the fixed-income struggle with life insurance.


CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

CE credit offer available until June 22, 2027.
Presenter
1747944525-b5c2b8a3379980b4
Mitchell J. Singer, B.Sc., LL.B.
Director of Tax, Retirement and Estate Planning
Mitchell Singer brings over two decades of experience in tax, estate planning, and insurance advisory to our team. Called to the Ontario Bar since 2000, Mitchell has held senior roles with leading financial institutions including RBC Insurance, CIBC Wood Gundy, and Transamerica Life Canada, where he specialized in developing innovative, tax-efficient strategies for high-net-worth clients, corporations, and institutions. Known for his ability to translate complex planning needs into practical solutions, Mitchell has led national product initiatives and advised on some of the largest insurance cases in Canada, including a landmark $340 million policy as an advisor. His unique combination of legal and tax acumen and business development expertise ensures our clients receive insightful, personalized service that protects and grows their wealth.
Reserve Your Spot
First Name*
Last Name*
Email Address*
Phone*
City*
Province*
MGA or Dealer (if applicable)*
Advisor code*
CIPR# for Alberta
I wish to receive credits for:*
Advocis - includes FISCO, ICBC, IFB (pending)
Alberta Insurance Council (pending)
Chambre de la sécurité financière (pending)
FP Canada (pending)
Insurance Council of Manitoba (pending)
Insurance Council of Saskatchewan (pending)
✓
If you don’t receive your registration confirmation email within 10-15 minutes, please check your junk / spam folder.
We use BigMarker as our webinar platform. By clicking Register, you acknowledge that the information you provide will be transferred to BigMarker processing in accordance with their Terms of Service and Privacy Policy.
Powered by BigMarker