Select the Use button to add a tag to the body of your email. You may also use tags in the subject of your email by copying and pasting them directly in.

{FIRST_NAME}	Adds the recipients First Name.	Use
{LAST_NAME}	Adds the recipients Last Name.	Use
{COMPANY_NAME}	Adds the Company Name.	Use
{PORTAL_NAME}	Adds the application portals name.	Use
{MEMBER_NAME}	Adds the Recipients Membership name.	Use
{SIGNATURE_OPT_IN}	Adds the Opt-in link.	Use
{SIGNATURE_OPT_OUT}	Add the opt-out link.	Use
%signature%	Adds your preferred signature block.	Use
{Event_Start_Date}	Adds the Event's Start Date.(Events Only)	Use
{Event_End_Date}	Adds the Event's End Date.(Events Only)	Use
{Event_Name}	Adds the Event's Name.(Events Only)	Use
{Event_Description}	Adds the Event's Description.(Events Only)	Use
{Online_Training_Description}	Adds the Online Training Description.(Online Training Only)	Use
{Event_Specific_Dates}	Adds the Event's specific dates.(Events Only)	Use
{member_number}	Adds the Membership Number.	Use
{MemberSince}	Adds the Member Since Date.	Use
{CONTACTEMAIL}	Adds the Contact's Email Address.	Use
{CERTIFICATE_NUMBER}	Adds the Contact's Certificate Number	Use
{EVENTLOCATION}	Adds the Event's Location.	Use
{TOTALEVENTCREDITS}	The total number of credits that the contact has earned through the event tickets and workshops.	Use
{ASAPPEARSONBADGE}	Display the text of as appears field in the event setup.	Use
{contact_organization}	Displays the organization name of the contact.	Use
{RENEWALDATE}	Adds the Member Renewal Date in (yyyy-mm-dd).	Use
{MEMBERSHIP_YEAR}	Adds the Member's Membership Year	Use
{RENEWALDATE_MM-DD-YYYY}	Adds the Member Renewal Date in (mm-dd-yyyy).	Use
{LMS_CREDIT}	The number of credits the LMS course is worth for Continuing Education	Use
{COLLECTION_PERIOD_END-DATE_YYYY_MM_DD}	The end date of the CE collection period end date	Use
{LMS_COURSE_COMPLETION_DATE}	The completion date of the LMS course	Use
{INCEPTION_DATE}	Adds the Member Inception Date in (yyyy-mm-dd).	Use
{EVENT_END-DATE_MONTH_YYYY}	Adds Event End Date in Full Month Name and Year Format.(Events Only)	Use
{EVENT_END-DATE_MONTH_YYYY_ADD3}	Adds Event End Date in Full Month Name and Year Format Plus 3 Years.(Events Only)	Use

2025 Webinar Series

Corporate-Owned Life Insurance – Opportunities and Pitfalls

Speakers

Kevin Wark, LL.B, CLU, TEP, Tax Advisor, CALU
Patrick Uzan, BA, CFP, CA, TEP, FEA, Vice President, Planning Services, PPI Advisory

Part 1 will take place on Tuesday, February 11, 2025 from 1:00 pm to 3:00 pm ET and cover the main reasons to hold life insurance in a corporation and relating planning issues, the general tax rules governing corporate-owned life insurance, policy transfer rules and charitable donation strategies.

Part 2 will take place on Tuesday, February 25, 2025 from 1:00 pm to 3:00 pm ET and discuss more complex planning arrangements involving corporate-owned life insurance including buy-sell agreements, shareholder benefit issues, and leveraged insurance strategies.

Registration Information

The two webinars must be purchased together with pricing as follows:

CALU members: $175 plus tax
Guests: $225 plus tax

Included in your purchase:

Opportunity to attend the webinars live on the following dates:
- Part 1: Tuesday, February 11, 2025 from 1:00 pm to 3:00 pm ET
- Part 2: Tuesday, February 25, 2025 from 1:00 pm to 3:00 pm ET
Opportunity to attend the webinars on demand (Note: Recordings from both webinars will be made available shortly after each live event until February 25, 2027)
Eligibility for CE credits for live and on demand (subject to approval by accrediting bodies)
Discount on “The Essential Canadian Guide to Corporate Insurance” expected to be available on Amazon.ca by April 2025.

View CALU’s virtual event registration policy to see applicable terms and conditions. If you have any questions, please contact us at calu@calu.com or 613 505-9632 Ext. 0.

Registration is open until February 10, 2025.

2025 Webinar Series - Corporate-Owned Life Insurance – Opportunities and Pitfalls

Tuesday Feb 11 2025, 1:00 PM - 3:00 PM
Tuesday Feb 25 2025, 1:00 PM - 3:00 PM
Zoom/On-demand

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