Wednesday, June 9, 2021 at 1:00 pm ET
CAGP's Best Practice Guidelines for Life Insurance Donations: A new and exciting public resource for Charities, Advisors and Donors
Presenters:
Ryan Fraser, CFP, CIM, MFA-P, Quiet Legacy Planning Group Ltd.
Jill Nelson, CFRE, MFA-P, The Princess Margaret Cancer Foundation
Yolanda Benoit, BC SPCA
Brenda McEachern LLB, TEP, RBC Wealth Management
CAGP has recently developed Best Practice Guidelines* on the gifting of life insurance policies. Our session will involve a high-level overview of the guidelines as well as case studies highlighting the best use of these documents in your organization or professional practice. While originally developed in response to concerns raised by provincial regulators around the illegal trafficking of life insurance policies between unrelated parties, the guidelines will be a tremendous resources to charities and advisors in all aspects of insurance donations. Join us to learn how you can use these documents to education yourself, your organization, and your donors to ensure smooth and sustainable insurance gifts.
Cost: FREE for CAGP members and non-members alike!
Canada