Life Insurance Transfers – Planning Opportunities and Pitfalls – Member Pricing

Now available on-demand. Please register to access this webinar. Once registered, you can access the webinar at

Life Insurance Transfers – Planning Opportunities and Pitfalls is a two-part webinar series presented by tax experts Kevin Wark, LL.B, CLU, TEP and Glenn Stephens, LLB, TEP, FEA. Each presentation is followed by a Q&A session. Webinars can be attended live or viewed on-demand.

Included in the price of the webinar(s), participants will receive a PDF copy of The Essential Canadian Guide to Life Insurance Transfers, authored by Kevin Wark and edited by Glenn Stephens. This Guide, which is approximately 60 pages in length, discusses the tax rules applicable to a variety of common and not so common policy transfers, provides detailed case studies, a helpful quick reference guide and is fully annotated with income tax references and CRA technical interpretations.

Following the sessions, attendees will also have the option of purchasing hard copies at a special discounted price.

CE credits: We are applying for two CE credits for each webinar.

Webinar #1: Policy Transfer Rules and Personal/Trust/Charitable Transfers

Date: February 17, 2021
Time: 1:00 p.m. – 3:15 p.m. ET
Attend this webinar to gain insights into
 life insurance taxation basics, the life insurance transfer rules in subsection 148(7), arm’s length transfers, family transfers and trust transfers of life insurance policies.

Webinar #2: Policy Transfers involving Shareholders/Corporations and Partnerships

Date: February 24, 2021
Time: 1:00 p.m. – 3:15 p.m. ET
In this session you will learn about the life insurance transfer rules applicable to shareholders/corporations and partners/partnerships using a case study approach.

Member pricing

Attend both webinars for:  $140 plus HST

Or purchase individual sessions

Policy Transfer Rules and Personal/Trust/Charitable Transfers

$75 plus HST

Policy Transfers involving Shareholders/Corporations and Partnerships

$100 plus HST


Registrants will be able to invite guests to attend the webinar series. Guest pricing is $100 for Webinar #1 and $125 for Webinar # 2 or $175 for both webinars (plus HST on these prices). You will be given the option to invite guests during the registration process. Or refer guests to this page to register.

“Must-see events if you are servicing high net worth clients and want to offer great value.” – Kelly Adams, CFP, CLU, CH.F.C., FEA, (CALU board member)

“This presentation provides a welcome review of the important considerations, as well as pitfalls of policy transfers. There are many unique scenarios that clients are facing. Ensuring advisors know the technical aspects, as well as when to defer to other professionals is essential in providing appropriate recommendations and avoiding disastrous outcomes. I highly recommend this presentation to anyone working in the insurance market as transfers are an inevitable part of the cycle of policy servicing.” – Sara La Gamba, CFP, CLU, CHS, TEP (trustee, The Institute)

“No matter what type of financial planning you are doing, you owe it to your clients to see this presentation. Your clients deserve an advisor that knows this stuff.” – Keith Brown, CFP, CLU, CH.F.C., FEA, CExP, TEP (CALU board member)

I would highly recommend this seminar as it provides essential information to protect you and your clients in an area of life insurance planning which continues to evolve from the simple to the very complex. Be informed! – Terry Zive, CLU, CH.F.C., CHS, FLMI, TEP (former CALU board member)

About the presenters:

Kevin Wark,  LL.B, CLU, TEP
Kevin specializes in the areas of insurance, tax and estate planning, working with clients that have more complex and sophisticated estate planning needs and objectives.

He has written and spoken extensively on taxation and estate planning topics. He is the author of the best-selling consumer book entitled The Essential Canadian Guide to Estate Planning (2nd Edition), The Essential Canadian Guide to Income Splitting Planning and The Essential Canadian Guide to Life Insurance Transfers (available on Amazon, Kindle and Kobo).

Kevin is the editor-in-chief of CALU Report and a regular contributor to the Advocis FORUM Magazine and e-magazine, CALU’s INFOexchange and He was previously Editor-in-Chief of Insurance Planning (published by Thomson Reuters) and is frequently quoted in financial publications on issues relating to tax and estate planning.

Kevin is a member of Advocis, The Institute, the Canadian Tax Foundation, Canadian Bar Association and STEP Canada. He also sits on the board of the Royal Lepage Shelter Foundation (

Glenn Stephens, LLB, TEP, FEA
Glenn was called to the bar in 1982 and has held a number of senior legal and tax advisory roles. He is currently Vice-President, Planning Services for PPI Advisory, where he provides tax and legal support to PPI Associates across Canada.

Glenn has lectured and written extensively on the subjects of estate planning, taxation and life insurance. He is a regular contributor to Insurance Planning, published by Thomson Reuters, a columnist for FORUM magazine and editor of The Essential Canadian Guide to Life Insurance Transfers.

He is also the author of the book Estate Planning with Life Insurance, the seventh edition of which was published by Wolters Kluwer CCH in 2019.

Glenn is a member of the Conference for Advanced Life Underwriting, the Society for Trust and Estate Practitioners, the Canadian Tax Foundation and the Institute for Family Enterprise Advisors.

Life Insurance Transfers – Planning Opportunities and Pitfalls – Member Pricing

Register Now

  • Wednesday Feb 17 2021, 1:00 PM - 3:15 PM
    Wednesday Feb 24 2021, 1:00 PM - 3:15 PM
  • Zoom