The TEC Canada Deeper Insights webinar series is hosted by industry thought leaders with commendable business backgrounds on a mission to equip you with the tools to grow and strategically approach complex issues and uncertainty with confidence. Register for the live webinar below and stay up to date on our webinar schedule so you can take part in each episode’s live Q&A session and gain personalized insight from industry experts.
TEC CANADA DEEPER INSIGHTS WEBINAR
The Hidden Tax Opportunities of Life Insurance for Canadian Business Owners
Join us for this on-demand webinar featuring Elli Schochet, Certified Financial Planner and Managing Partner at Al G. Brown & Associates, as well as a TEC Canada member! In this enlightening session, Elli will guide Canadian business owners through a transformative exploration of leveraging life insurance strategies to unlock wealth and facilitate seamless transitions of wealth across generations.
Key Takeaways:
- Discover insights from some of the wealthiest and most successful business owners and high-net-worth families. Gain a deeper understanding of how they strategically employ life insurance to access trapped surplus within their Corporations/Holdcos.
- Uncover the secrets of transitioning wealth to the next generation on a tax-free basis. Explore real-world examples and case studies to grasp the practical applications of these powerful strategies.
- Dive deep into the intricacies of structuring life insurance to function as an alternate asset class. Learn how to optimize these strategies without tying up valuable business capital, ensuring flexibility and financial agility.
Don’t miss this opportunity to gain invaluable knowledge and practical tips from a seasoned expert in financial planning. Unlock the potential of life insurance as a strategic tool for wealth management and generational wealth transition. Press play below!
ABOUT ELLI SCHOCHET, CERTIFIED FINANCIAL PLANNER AND MANAGING PARTNER AT AL G. BROWN & ASSOCIATES | TEC CANADA MEMBER
Since 1943 Al G Brown & Associates has been providing Insurance and Financial Solutions to Canadians. As the Managing Partner of the firm, Elli specializes in providing innovative strategies to Business Owners and Professionals to help them manage their financial risks and tax efficiently transition their wealth inter-generationally.
He has been a Certified Financial Planner for the last 20+ years and is recognized as one of the leaders in the Insurance Industry. He is a member of CALU and has spoken both in Canada and the United States on Succession Planning and Inter-generational Wealth Transfer Strategies.
He is married to Tova and together they have 4 children and one grandchild. In his spare time, Elli can be found training for marathons or cycling. He has completed several half marathons, the Boston Marathon and the Muskoka Iron Man. Most recently, he climbed Mt Kilimanjaro.
