top of page

Use insurance to fund buy/sell agreements

Join us on June 20 at 1 p.m. ET for a CE accredited webinar that will explore the importance of buy/sell agreements and provide an understanding of the different buy‐out methods available when insurance is used to fund the buy/sell obligation.

 

You’ll also uncover how life insurance and disability insurance are great ways to fund the death and disability buy/sell provisions of a shareholders’ agreement. Plus, we will walk you through some important tips for insured shareholders’ agreement.

Speaker

Carol Foley

Director, Tax and Estate Planning, Canada Life

Carol is a Director of Tax and Estate Planning at Canada Life with more than 25 years of tax and legal and trust experience. She provides tax, estate, and succession planning support, while working collaboratively with financial advisors to develop advanced insurance planning solutions for their high-net-worth clients.

As a Lawyer and an accountant, Carol brings a unique combination of accounting, legal and life insurance expertise. She has gathered diverse estate planning experience while having worked with another life insurance company, wealth management firms and trust companies.

Carol is a member of the Chartered Professional Accountants of Ontario, the Law Society of Ontario, the Canadian Tax Foundation, and the Canadian Bar Association.

bottom of page