Nothing is certain in life but death and taxes.
As a real estate investor, at the VERY LEAST you should be protecting your assets. But as a sophisticated investor, you need to be further identifying and mitigating risk. When it comes to life insurance, this is not as simple as having a basic policy. It’s much more complex and requires taking into account corporations, inheritance tax, estate planning, family trusts etc etc etc.
For those of you that have been pushing life insurance to the bottom of your to-do list because it’s too overwhelming, THIS IS THE EVENT FOR YOU! Our guest speaker Mary Sun will cover the basics – term vs whole, disability, critical illness, how much insurance do you need and more!
For those of you who have a policy, but want to take it from basic to sophisticated and further understand how insurance can help mitigate risk, THIS IS THE EVENT FOR YOU TOO! Mary will go beyond the basics and dive into more advanced aspects of insurance – insurance for corporations, owning properties out of province, leveraging life insurance and more!
We know our Mastermind community has been dying (too far??) to have their questions related to life insurance answered, so there will be time for Q&A at the end of the presentation.
Mary holds a CPA (Chartered Professional Accountant) designation and is an MBA graduate from Schulich School of Business, York University. Mary has 10+ years of experience in the financial service industry and is with Sun Life Financial as an advisor. Mary uses her in-depth knowledge in insurance, investments and taxation to help clients reach their financial goals through effective insurance and financial planning. Mary is known for her professionalism, her value-added advice and her ability to build strong and long-lasting client relationships.
Wednesday, October 21, 2020
6:30pm-7:00pm: Zoom Bridge Opens + Online Networking
The workshop is FREE!
Online – Zoom