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Estate Planning Council of CANADA

Maximizing Estate Value: A Comprehensive Guide to Estate Bonds

  • May 25, 2023
  • 2:00 PM (EDT)
  • Virtual


Registration is closed

What’s a better way for your clients to give more to their beneficiaries and less to the government? The estate bond is a simple, well-established strategy that uses the benefits of life insurance to increase the size of an estate after tax.

Attend our step by step session for Advisors to learn:

  1. What estate bonds are and how they can help your clients increase their after-tax estate value.
  2. How to identify the right candidates for estate bonds.
  3. The advantages and disadvantages of estate bonds compared to other estate planning tools.
  4. The legal and tax implications of estate bonds.
  5. Best practices for incorporating estate bonds into a comprehensive estate planning strategy.

The estate bond is a simple, well-established strategy to increase the size of your estate after-tax. You use the tax advantages and other benefits of life insurance to:

  • Grow your assets
  • Transfer your assets to your heirs

About the presenters:

Promod Sharma, FSA, FCIA, FEA - Actuary,

Insurance Consultant, Family Enterprise Advisor- Taxevity Insurance 

Promod became an actuary at Metropolitan Life, developed life/health products at National Life and supported leading advisors at Industrial Alliance. He became independent in 2009 to help advisors help their clients harness the unique protection and tax advantages of carefully-constructed life insurance strategies.

  • Fellow of the Society of Actuaries, 1993 

  • Fellow of the Canadian Institute of Actuaries, 1993 

  • Family Enterprise Advisor, 2018

As part of his ongoing education, Promod is a member of the Estate Planning Council of Canada, and the Canadian Association of Gift Planners.

Jeevan Sharma, CFP - Taxevity Insurance

Assists professionals in getting the life and health insurance they need to safeguard themselves and their families from the uncertainties of life. He takes the lead in creating insurance market scans, proposals and spreadsheets for clients, developing presentations for marketing and educational purposes, drafting letters to clients, obtaining information from clients, scripting, filming and editing videos for the business, and drafting newsletters.


Registration $25

No Charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

You can forward this link to Colleagues: https://www.epc-canada.org/event-5193067

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.

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