Prosthodontic Associates

Centre for excellence

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Implant Occlusion and Troubleshooting – Hands on program

Date

September 12, 2019

Location

2300 Yonge Street, Suite 901, Toronto ON

Proper occlusion is a key factor to longevity of implants, teeth, and their restorations. Improper occlusion can cause significant problems with re...

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Top Ten Tax Saving Insurance Strategies

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Course Description

This moderated session will include at least 10 effective strategies either using or structuring insurance based products. Each of the strategies can provide tax savings either on annual basis, an aggregate basis or on an estate basis.

Strategies include:

1. Yearly planning techniques to reduce the overall total costs of premiums.

2. Structuring approaches that can reduce annual premiums and reduce or eliminate estate taxes.

3. Tax efficient Retirement with tax preferred retirement payments.


Meet your speakers!

Robert Barkin and Jack Pollak
Insurance, Estate and Tax Planning Specialists. Partners at Creative Planning Financial Group
Robert Barkin and Jack Pollak specialize in developing uniquely tailored packages, for individuals or small to mid-sized companies, that are economical, tax efficient and specifically suited to the individual or company needs. For high net worth individuals this means optimal estate planning, charitable giving and tax efficiency. For small to medium-sized businesses this means providing tax effective and optimal insurance coverage for key executives, disability supplements, group insurance benefits and best premium/result performance over the full range of corporate insurance needs.

Specialties:
 
● Life Insurance
● Estate Planning
● Tax Minimization
● Wealth Creation
● Disability Insurance
● Customer Service
● Wealth Planning
● Expert Insurance Advice

Speakers

Robert Barkin and Jack Pollak specialize in developing uniquely tailored packages, for individuals or small to mid-sized companies, that are economical, tax efficient and specifically suited to the individual or company needs. For high net worth individuals this means optimal estate planning, charitable giving and tax efficiency. For small to medium-sized businesses this means providing tax effective and optimal insurance coverage for key executives, disability supplements, group insurance benefits and best premium/result performance over the full range of corporate insurance needs.

Specialties:
● Life Insurance
● Estate Planning
● Tax Minimization
● Wealth Creation
● Disability Insurance
● Customer Service
● Wealth Planning
● Expert Insurance Advice

Date

Wednesday February 26th, 2014, 06:00pm - 09:00pm

Tuition

$99.00 plus taxes

Location

Prosthodontic Associates Centre of Excellence

Register

Sign up and call us at 1-877-920-7223.

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