Estate Equalization for business-owner Family using life insurance
importance of critical illness on key person in the corporation
Planning for business owners
Use Of insurance in charitable giving
Difference between - wealth, financial, Insurance and estate planning
estate equalization
Laura Klaehn
President, CFP, CLU, CDFA, CHS, TEP at Vision Financial Partners Inc.
Wai Leung
BA, CLU, Regional Vice-President at Sun Life
Jim Ruta
Hall of Fame Keynote Speaker and Coach helping Advisors Grow Life Insurance Sales Confidence
Lisa Laredo
LL.B, TEP, Barrister & SolicitorLaredo Law
Charu Mathur
Senior Sales Consultant, Wealth Solutions at RBC Insurance
Stephanie Stewart
Advanced Case Consultant at Canada Life
Rajesh Chowdhry
Life Insurance Agent - WFG
Michell Singer
B.Sc., LL.B Director Taxation and Estate Planning RBC Insurance
