08/27/2026
Great session at our CF Surrey office with ivari focused on Corporate Life Insurance and the opportunities available when working with incorporated business owners.
A special thank you to William Yeung, Director of Sales at Ivari, who joined us from Toronto, and Jennifer Mohammed, Sales Director at Ivari, who joined us from Vancouver, for a great session with our advisors.
The session explored how corporate-owned life insurance can fit into broader planning for business owners, including tax-efficient wealth accumulation, access to policy values, and estate planning considerations.
Advisors walked away with practical strategies for identifying where these solutions may fit and having more informed conversations with incorporated clients.
We had 46 attendees between in person and online, with great questions, engagement, and discussion throughout the presentation.
Thank you to everyone who joined us for another strong morning of learning and advisor development.
InsurancePlanning