AJAG PD Pod S3E1 | Why Life Insurance Deserves More Attention in CPA Practices
Автор: AJAGProfessionalDev
Загружено: 2026-02-04
Просмотров: 29
Описание:
In our AJAG PD Pod season 3 opener, Ivan and Jonathan are joined by Hemal Bulsara, Head of Tax, Retirement and Estate Planning at Manulife, to unpack a commonly misunderstood area that CPAs encounter in client files: life insurance. From corporate-owned policies and Capital Dividend Account (CDA) planning to ownership structures, permanent vs. term insurance, leveraged strategies and post-mortem tax considerations, this conversation highlights where CPAs can run into risk and where meaningful planning opportunities exist.
Hemal shares practical insights to help CPAs ask better questions, spot red flags earlier and feel more confident navigating insurance discussions - especially when strategies are presented by third parties. A timely, practical discussion for CPAs looking to better support clients as life insurance continues to play a growing role in tax and estate planning.
Resource link: https://advisor.manulife.ca/advisors/...
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