Learn the ABC's of life insurance, how to use life insurance in estate planning for business owners, tax efficiencies using life insurance within corporations for business owners, how to help a business owner structure their shareholders agreement and when to use annuities and how these can help.

Learning Objectives
Students to appreciate the benefit of tax-deferred compounding growth. Review of how the Capital Dividend Account is an integral part of wealth retention.

Topics Covered
Review complexities of income tax and life insurance. How does life insurance as an investment benefit client when addressing tax planning.  


President, AMS Wealth Inc.

Tony Salgado, CPA, CA, CFP, CLU

Tony is a tax & estate accountant and insurance advisor working with family-owned businesses providing estate, insurance and succesion planning solutions and strategies. Tony will provide sophisticated estate & insurance planning alternatives with a focus in helping business owners identify issues and opportunities relating to business succession planning. This approach will help clients through the complexities of wealth transition and tax minimization strategies.