Beneficiary Designation Essentials

Beneficiary designations are among the first things we are taught when we learned about Life Insurance. It is basic. We know this... Don't we? This presentation uncovers the legalities of the Beneficiary Designations across all jurisdictions in Canada, and yes, the jusrisdiction that the insurance policy was written in does make a difference! This is not the only surprising fact that you will discover in this presentation. Ownership matters, date of issue matters, province matters, and the applicable set of laws matter! This eye opening presentation will help you understand that the beneficiary designation, is not just a simple thing, but a purpose driven choice that has meaning and significance.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 14m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Business Conduct - Non-Ethics credit (in bundles/packs) * CSI - 1 Compliance credit (in bundles/packs) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Beneficiary Designation Essentials
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Kathryn Bennett

Kathryn Bennett is a Senior Legal & Estate Planning Consultant with Desjardins Financial Security. Kathryn uses her expertise as a tax and estate planning lawyer when working with advisors to provide high net worth individuals and business owners with sophisticated insurance-based solutions in the areas of wealth protection, business continuation and succession, and advanced insurance planning. She has a special interest in the strategic use of insurance products for farm estate planning, charitable giving, planning for persons with a disability and cross-border planning. Kathryn is an accomplished presenter and frequent author on topics such as personal and corporate estate planning and charitable gift planning using life insurance, segregated funds, and annuities, beneficiary designation planning, using insurance and annuities in Wills and trust, and retirement planning.