Learn the ABC's of life insurance, how to use life insurance in estate planning for business owners
This course provides a comprehensive introduction to life insurance and its strategic uses for business owners. You'll start with the fundamentals—the ABCs of life insurance—and progress to advanced applications in estate planning, corporate tax efficiency, and business succession. Learn how life insurance can be a powerful tool not only for protection but also for wealth transfer and long-term planning within a business context.
Key topics include using life insurance in shareholder agreements, understanding the tax advantages of corporate-owned policies, and knowing when and how to use annuities to support retirement and estate strategies. Whether you're advising clients or planning for your own business, this course equips you with the insights to structure smart, tax-efficient, and future-ready solutions.
Estate Planner
Tony is a tax & estate accountant and insurance advisor working with family-owned businesses providing estate, insurance and succesion planning solutions and strategies. Tony will provide sophisticated estate & insurance planning alternatives with a focus in helping business owners identify issues and opportunities relating to business succession planning. This approach will help clients through the complexities of wealth transition and tax minimization strategies.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
