Learn to confidently have corporate planning discussions with your clients. Easily model the impact of the proposed changes to the capital gains inclusion rates, explore potential benefits of corporately-owned life insurance, and instantly create customized one or two...
Learn to confidently discuss corporate planning opportunities with your clients. May 14th’s corporate planning webinar had over 500 Advisors register to attend. Attendees got to see two new and exciting planning capabilities during the Case Study — how to create...
As everyone already knows, the new capital gain inclusion tax rules are planned to come into effect on June 25th of this year. Many of you, we have been told, are heading into the office this week not knowing what to show your clients. Here at Snap, we are being asked...
