Join Sanjiv Tidke on Wednesday, March 22, 2023 for Life insurance: Beyond Death Benefit.
TMFD ACADEMY: Life insurance: Beyond Death Benefit with sanjiv tidke
Learning Objectives:
Take a deep dive into Life insurance and understand how a Tax-exempt Life insurance contract can work for you.
Learn how this planning tool can be used for
Tax-sheltered growth of funds
Extract tax-free capital dividends from corporation
Leveraging cash values for business or personal retirement
Estate Equalization
Creditor Protection and Privacy of giving
And much more..
THIS WEBINAR QUALIFIES FOR 1.5 CATEGORY 3 CE CREDITS!
*Attendees must stay for the full duration of the webinar to receive these credits
**All Tax and Accounting services provided by TMFD Professional Corporation, Chartered Professional Accountants
ABOUT Sanjiv Tidke
SANJIV TIDKE
Sanjiv joined the TMFD team in 2022 after being TMFD’s key insurance support team member at Assante Wealth Management for over 10 years. He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners. He provides in-depth information on various insurance products and services that complement the overall wealth management for our clients. He has worked in the insurance industry for over 12 years and worked on thousands of insurance cases to mitigate risks of the unexpected. His experience in the field of insurance, product engineering and product management allows him to customize comprehensive insurance solutions for our clients.