
Corporate Owned Insurance

Description
This course takes an in-depth look at the different types of life insurance that can be held by a corporation, as well as some tax consequences of a corporation owning a life insurance contract. This is a good course for those who have many clients that are also business owners. These insurance policies can be recommended to the clients when writing up their needs analysis.
Some insurance policies we cover are:
- Key Person Insurance
- Business Overhead Expense
- Buy-Sell Agreements
Course Outline
“Corporate Owned Insurance” is suitable for the following CE Credits:
British Columbia – 1 Life, 1 A&S, 0 General
Alberta – 1 Life, 1 A&S, 1 General (AIC#52752)
Saskatchewan – 1 Life, 0 Ethics
Manitoba – 1 Life and/or A&S, 1 General (ICM#24405)
Ontario – 1 CE
FP Canada – 1 Financial Planning (5832)
Course Details
1 hour
English
Yes
Yes
Yes