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...
Let’s begin by discussing the underlying reasons for financial planning. Although we recognize its benefits for clients, it’s important to consider the genuine value of implementing a financial planning process for you and your practice. It’s widely...
Corporate-owned life insurance can be used as a tool not only to build wealth, but as an effective way to tax-efficiently transfer that wealth to beneficiaries. Corporately-owned life insurance policies can provide numerous benefits to business owners, aside from the...
It’s never been easier to provide tremendous value to your corporate financial planning clients. Snap now enables the modelling of corporate Whole Life and Universal Life policies within its Corporate module, including the impact on the...
