Whole Life Insurance and Estate Plans

Presented by the CBA Alberta Wills, Estates & Trusts North Section

On Demand. Originally presented on February 18, 2025.

How Whole Life Insurance can be utilized with a comprehensive estate plan to achieve the following goals:
1. Enhance a client’s long-term net worth by utilizing whole life insurance as an alternative asset class.
2. Simplify the probate process and allow beneficiaries access to proceeds quickly and efficiently.
3. Utilizing whole life insurance within a corporation or personally as a tax mitigation tool.
4. Asset protection to mitigate creditor risk.
5. Whole Life Insurance as an estate equalization tool for business owners where only one child is involved in the business.

SPEAKERS

Andrew King (Senior Portfolio Manager and Wealth Advisor, RBC Wealth Management)
Patrick Cziolek (Estate Planning Specialist, RBC Wealth Management)

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MEETING PRICE

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