Fraser Valley Estate PLanning Council

How Does Life Insurance Fit Within Corporate Planning?

We’re excited to welcome you to our March dinner event featuring Brad Hyde. To RSVP, please register via Eventbrite before March 4th. 

Date and Time: Tuesday, March 11, 2025 · 5:30 – 8pm PDT

Location: Sandman Signature Langley Hotel, 8828 201 Street Langley Township, BC V2Y 0C8

Speaker: Brad Hyde BBA, CLU, CHS, EPC

Director, Tax and Estate Planning, Western Canada
IDC Worldsource Insurance Network Inc.

Presentation: Understanding where Life Insurance fits in Corporate Planning

Life Insurance is an extremely valuable asset of the corporation when applied correctly. You will have a better understanding of some of the ways clients are effectively using life insurance to minimize passive investment taxes as well as strategies to eliminate personal capital gains on shares owned in their private corporations. We will explore a few technical aspects of life insurance and then dive into some case studies to illustrate how it all ties together.

EVENT SPONSORED by Hamilton Duncan Law Corporation

Fraser Valley Estate PLanning Council

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    How Does Life Insurance Fit Within Corporate Planning?
    11 Mar 25

    We’re excited to welcome you to our March dinner event featuring Brad Hyde. To RSVP, please register via Eventbrite before March 4th. 

    Date and Time: Tuesday, March 11, 2025 · 5:30 – 8pm PDT

    Location: Sandman Signature Langley Hotel, 8828 201 Street Langley Township, BC V2Y 0C8

    Speaker: Brad Hyde BBA, CLU, CHS, EPC

    Director, Tax and Estate Planning, Western Canada
    IDC Worldsource Insurance Network Inc.

    Presentation: Understanding where Life Insurance fits in Corporate Planning

    Life Insurance is an extremely valuable asset of the corporation when applied correctly. You will have a better understanding of some of the ways clients are effectively using life insurance to minimize passive investment taxes as well as strategies to eliminate personal capital gains on shares owned in their private corporations. We will explore a few technical aspects of life insurance and then dive into some case studies to illustrate how it all ties together.

    EVENT SPONSORED by Hamilton Duncan Law Corporation

Fraser Valley Estate PLanning Council

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