Estate Transfers
Estate Transfers
Policy Pod by LDA by Life Design Analysis
S1 · E2
Feb 15, 2023
27:32
Episode notes

This episode we talk about Corporate and Personal Estate Transfers and are joined by Henry Korenblum, Estate & Taxation Consultant at Wellington-Altus Insurance Inc., as well as Jonanthan Jarvie, senior account executive here at LDA.

Keywords
whole life
universal life
estate
cet
corporate estate transfer
personal estate transfer