This guide provides critical insight into the many roles life insurance plays in estate planning. An essential reference for anyone involved in estate planning, this book will demonstrate how life insurance can assist your clients in securing lifetime financial success and establishing a strong legacy.
This handy reference includes:
New for this edition:
About the Author:
Glenn Stephens, LL.B., TEP, FEA, was called to the Ontario Bar in 1982 and spent two years with a major accounting firm before joining the insurance industry as a tax and estate planning consultant. Glenn subsequently became a partner in a Toronto law firm before returning to the insurance industry in 1996 as a tax and estate planning consultant to a major Canadian insurance distributor. Glenn is Vice-President, Planning Services with PPI Advisory in Toronto, and provides tax and legal support to PPI Associates across Canada. He has been with PPI since 2004. Glenn has lectured and written extensively on the subjects of estate planning, taxation, and life insurance. He is a regular columnist for FORUM magazine and an editor of CLU Comment. Glenn is a member of the Society of Trust and Estate Practitioners (STEP), the Conference for Advanced Life Underwriting (CALU), and the Canadian Tax Foundation.
|Subject Area||Life Insurance|