Webinar: Transferring an Interest in a Life Insurance Policy by Empire Life

About

Transferring the interest in a life insurance policy happens more often than you may think. Attendees will learn about what happens with various scenarios involving the transfer of an interest in a life insurance policy. The session includes sample calculations, considerations and consequences for the transferor and transferee. Advisors will be better equipped to guide their clients through the deliberations and decisions involved in transferring an interest in a life insurance policy.

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 April 29, 2027.

Agenda

What is a policy disposition?
What situations are included by the term disposition and the consequences of disposing of a policy?
What are the tax considerations?
What about the impact to the adjusted cost basis of the policy for the new owner?
Are there tactics that can reduce the income inclusion for the transferor?
Does tax always get triggered?

Presenter

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.

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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)

✓ Please note that by registering for this event, you are consenting to receive CE certification via an email from Empire Life.*

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