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. More details to follow!

    To RSVP, please register via Eventbrite

    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 SPONSORSHIP AVAILABLE! Email moc.c1737817051pevf@1737817051rotan1737817051idroo1737817051c1737817051 for more information.

Fraser Valley Estate PLanning Council

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