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The 90% Retirement Income Factor

Did you know that 98% of aging Canadians want a lifetime income but only 30% of advisors are discussing guaranteed income with their clients? Join Peter Wouters and Geoff Gibson as they explore guaranteed income product solutions that can solve your client’s need for predictable lifetime income. Find out what the 90% Retirement Income Factor means to your business.

CE credits:

  • Advocis - includes FISCO, ICBC, IFB, CFP (1.50 credits)
  • Alberta Insurance Council (pending)
  • Chambre de la sécurité financière (pending)
  • Insurance Council of Manitoba (1.50 credits)
  • Insurance Council of Saskatchewan (pending)

View the video and take the quiz to earn CE credits

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Federal Proposals Taxing Private Corporations Update:
Overview, Concerns, Cautions and Opportunities

Attendees will gain a clearer understanding of the ramifications of the proposals through a series of case studies. The session will also cover updates and changes to the original proposals and some next steps for practitioners and their clients.

CE credits:

  • Advocis - includes FISCO, ICBC, IFB, CFP (2.00 credits)
  • Alberta Insurance Council (2.00 credits)
  • Chambre de la sécurité financière (1.00 credits)
  • Insurance Council of Manitoba (2.00 credits)
  • Insurance Council of Saskatchewan (2.00 credits)

View the video and take the quiz to earn CE credits

TRIIPS Complete Quiz button.png


Seven Sins of Succession Planning

Advisors frequently fall into the temptation of letting time sneak up on them as they approach retirement. Many are comfortable running their day-to-day business with the overconfident expectation that the sale of their practice will be smooth and seamless. This Webinar shares the seven sins of succession planning and what can be done to avoid them.

CE credits:

  • Advocis - includes FISCO, ICBC, IFB, CFP (1.00 credits)
  • Alberta Insurance Council (1.00 credits)
  • Chambre de la sécurité financière (1.00 AP)
  • Insurance Council of Manitoba (1.00 credits)
  • Insurance Council of Saskatchewan (1.00 credits)

View the video and take the quiz to earn CE credits

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Beneficiary Blow-ups

It is important to take the ‘big picture’ into account when estate planning. Short-sighted thinking, when naming beneficiaries, may result in beneficiary blow-ups.  Peter Wouters will help you navigate strategies and avoid potential pitfalls.



CE credits:

  • Advocis - includes FISCO, ICBC, IFB, CFP (1.25 credits)
  • Alberta Insurance Council (1.25 credits)
  • Chambre de la sécurité financière (2.0 AP)
  • Insurance Council of Manitoba (1.25 credits)
  • Insurance Council of Saskatchewan (1.25 credits)

View the video and take the quiz to earn CE credits

TRIIPS Complete Quiz button.png


Understanding Taxation of Funds

When your clients receive their statements and tax slips, they may have questions. Peter Wouters will help you understand the reporting and taxation of growth, income and cash flow from investment funds to help you answer their questions.

CE credits: 

  • Advocis - includes FISCO, ICBC, IFB, CFP (1.25 credits)
  • Alberta Insurance Council (0.75 credits)
  • Chambre de la sécurité financière 2.0 (1.0 AP + 1.0 CEC)

View the video and take the quiz to earn CE credits

TRIIPS Complete Quiz button.png


TRIIPSS Webinars

TRIIPSS (Tax, Retirement, Investment and Insurance Planning Strategies and Solutions) is a new webinar series featuring Peter Wouters. With our webinars, you become more knowledgeable on various industry related subjects so you can better meet the needs of your clients and help them achieve their financial goals.

 

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Peter A. Wouters

Director Tax, Retirement & Estate Planning Services
Empire Life