Insurance solutions at the heart of a retirement and capital‑protection plan: a practical example
We will present a concrete case illustrating the integration of insurance products within a comprehensive retirement and capital‑protection strategy. Based on a detailed presentation of a clients’ situation, the speaker will cover:
- The calculation of taxes at death, including key tax considerations that influence the transfer of wealth.
- A retirement optimisation scenario, demonstrating how life insurance can support capital preservation and income stability.
- A critical illness insurance solution, designed to protect the client’s retirement plan and reduce financial risks associated with a major health event.
May 21, 2026 | |
1:00 pm (EDT) | |
Virtual |
Speaker
Pierre-Philip Garneau
Legal Advisor and Tax Expert
Pierre-Philip Garneau is a lawyer, member of the Quebec Bar and holds a master’s degree in taxation, with a specialization in tax planning from the Université de Sherbrooke. He has over 10 years of experience working for national and international accounting and law firms. His practice focuses primarily on corporate tax reorganization and estate planning. Since 2010, he has worked as legal counsel and tax expert for iA Financial Group. More specifically, he provides specialized expertise in implementing insurance solutions for high-net-worth clients within the Advanced Financial and Tax Solutions team. In addition, he is responsible for providing tax guidance for policyholders and, in this capacity, contributes to the development of individual insurance and annuity products.
Learn more about the event
iA PREMIER seminars are exclusive webinars tailored specifically for advisors who qualify for the iA PREMIER recognition program, to empower them with the knowledge and tools they need to excel in their careers and harness their full potential. Come and meet our tax experts from the Large Case Solutions team, who will provide you with concrete solutions, high-level content and the tools you need to achieve your business goals.
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View the eligibility criteria for the different levels and all the other benefits that come with the program.
Eligibility criteriaCE credit
One CE credit will be sent to participants who attend the live training for the full session. Only participants who log in using their email address will receive the training credit.