How Corporate Clients & HNW Canadians are using life insurance as a strategic tool
Based off a panel discussion at the Northwind Private Family Office Symposium in 2022, we will examine the virtues of planning with life insurance in a variety of scenarios and examples.
Speaker: Brent Swatuk CLU
Brent has been in the insurance and planning industry since 1997 as an advisor, wholesaler, speaker, thought leader, volunteer on many boards and committees, and he is currently the Regional Vice President at Desjardins Insurance for Ontario and Atlantic Canada. He holds a number of designations, is an avid learner/reader. Husband for almost 30 years to Keri, father of 3 grown ups, and has two beautiful and playful puppies.
Please plan to attend this interesting discovery presentation on the advanced uses of life insurance.
Cash Bar reception begins at 5:00pm
Please arrive early so that you don't miss out on networking opportunities.
We look forward to seeing you all very soon.
EPCM Board
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