Business Owner Series

The essentials for supporting business owners with confidence

Build solid business market expertise with the Business Owner Series, a six-session training program designed to help you better support business owners in making decisions related to business planning, protection and continuity.

Designed with you in mind, the series is a key resource that can help you strengthen your influence with business clients and grow your practice.

Hands-on, action-driven training

The Business Owner Series provides dynamic, interactive training to give you a better understanding of:

• The realities of the business market
• Business clients’ financial information
• Corporate taxation
• Life insurance strategies
• Issues related to succession planning and business continuity

Each training session uses practical examples and real-life scenarios so you can quickly apply the key takeaways to your advisory strategies.

What you’ll get out of the Business Owner Series:

	A clear and structured vision of the issues faced by businesses
	Practical tools to support your recommendations
	Enhanced understanding of life insurance strategies for businesses
	Continuing education credits recognized across Canada

The Business Owner Series will help you build confidence, deepen your expertise and create even greater value for your business clients.

Session 1 | Business market overview

Learn about the market characteristics of small businesses, the main legal forms they operate under and the differences between those structures.

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Session 2 | Understanding a corporate client’s financial statements

Learn how to identify the key items of financial statements to back up your recommendations, and how to apply financial underwriting principles to streamline and accelerate the process.

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Session 3 | Introduction to corporate taxation

Learn the fundamentals of corporate taxation and how it can influence business management and strategic decision-making.

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Session 4 | Key elements of the taxation of life insurance

Deepen your understanding of life insurance taxation rules and their implications for protection strategies for business owners.

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Session 5 | Accessing life insurance cash values

Explore the different ways a business can access the cash surrender value of a permanent life insurance policy, as well as the associated financial and tax implications.

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Session 6 | Buy-sell agreements and your role in succession planning

Learn about the critical role buy-sell agreements can play in ensuring business continuity and how life insurance can help finance these agreements.

Details and registration

Useful resources