Webinar: Technical Masterclass – Business Insurance Trusts

FOR ADVISER USE ONLY

In our recent Technical Masterclass, ClearView National Technical Manager Alex Koodrin looks at the structure of business insurance trusts, their application in buy/sell and key person insurance, tax and commercial advantages, and compares it with other ownership structures.

Webinar: Technical Masterclass – Top tips for super, life insurance and estate planning

This webinar equips advisers with essential strategies to help clients safeguard their wealth, distribute assets efficiently, and ensure their financial plans align with their goals.Read more

16 Dec, 2024

Webinar: Technical Masterclass – Life insurance, estate planning and divorce

This webinar covered socio-legal trends in marriage breakdown, the impact on estate planning, advisers’ duty of care post-separation, life risk cover as an estate planning tool, its tax implication...Read more

6 Nov, 2023

Webinar: ClearView wellness services and partnership with Osara Health

In this webinar, ClearView Rehabilitation Manager Alicia Edwards and Osara Health Director Strategic Partnerships Paul McGeachie run through how the Cancer Coach program can support clients on clai...Read more