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Thu, Mar 28


Ottawa - The Sandman: Hunt Club Room

Corporate Insurance Presentation

If you ever thought: “I have access to business owner clients, but I’m just not sure how to talk to them," this session was built with you in mind. Lunch will be served after the presentation.

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Corporate Insurance Presentation
Corporate Insurance Presentation

Time & Location

Mar 28, 2024, 9:00 a.m. – 1:30 p.m. EDT

Ottawa - The Sandman: Hunt Club Room, 250 W Hunt Club Rd, Ottawa, ON K2E 0B7, Canada

About the event

In this session, Tony Gallippi, CFP, CLU, Director of Advanced Planning, Insurance QFS, and Alan Lio, CPA, CA, CFP, TEP, FEA, MTax, Director of Advanced Planning for the Central North East Region at Sunlife, will equip you with the knowledge, language, and most importantly, the confidence to identify corporate insurance opportunities that can elevate your business to new heights.

  • Why do we purchase Life insurance? Needs vs Wants
  • Why have Corp Insurance strategies become so popular?
  • A deep dive into Understanding Corporate Taxation and Structures.
  • The Business Cycle and Insurance Planning Opportunities
  • “The Corporation and You”: A 5-minute sales script to peak business owner interest.
  • The top 2 Corporate Insurance Solutions and conversation starters
  • The Corporate Fact Finder: Getting to know your client

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