News / How to draft the beneficiary clause in life insurance taking into account the reform of the succession and matrimonial law? – Febelfin Academy

How to draft the beneficiary clause in life insurance taking into account the reform of the succession and matrimonial law? – Febelfin Academy

29/09/2020 15.15- 17.15

Objectives
Through this training, participants will be able to better advise their clients on the impact of the new succession and matrimonial law in life insurance.

Target group
The training course can be taken by various target groups which are active in the following functions, among others: Insurance brokersBankersAsset ManagersEstate planners

Prior knowledge
Advanced: offers practice-based applications to complement the theoretical knowledge already acquired through the “basic level” courses. Basis knowlegde of the succession and matrimonial law in Belgium.    

Programme

– New succession law in Belgium.

– New matrimonial law in Belgium.

– The different rights of the parties in a life insurance contract

– New rules on the designation of a beneficiary in a life insurance contract and the effects on the taxation

– Succession planning in life insurance  

During our interactive training courses we aim to be as close as possible to everyday work practices. The focus is on practical tips, handy diagrams and recognizable case scenarios. Through practical assignments in small groups participants are given the opportunity to reflect on certain aspects of the topic at hand. After feedback from the group and the trainer they may be expanded upon further if desired.

About the speaker:

Stéphane Wautelet

Partenaire fondateur chez My Excellency Experience

More news

How a flexible strategy works in volatile markets – Philipp Vorndran

How a flexible strategy works in volatile markets – Philipp Vorndran

01.10.2020 – 13.30 Philipp Vorndran has worked as a Capital Market Strategist at Flossbach von Storch since 2009. Previously, he was Global Chief Strategist at Credit Suisse Asset Management and Chief Executive Officer at Credit Suisse Asset Management Germany. He began his career at Julius Bär, where he headed the derivatives division, amongst other things.…

Read more
Challenges in the Belgian Fund Industry – Johan Lema

Challenges in the Belgian Fund Industry – Johan Lema

01.10.2020 – 13.00 Johan Lema has been working for KBC since 1996. At the present time he is CEO at KBC Asset Management Next to that he is also president of BEAMA (Belgian Asset Managers Association) Want to hear Johan’s idea of the challenges in de Belgian fund industry? Join the webinar on the 1st…

Read more
Frequently Asked Questions

Frequently Asked Questions

How do I get the early bird rate? The subscription for the preregistration will open at the end of August. You will see a registration button on the homepage, where your e-mail will be asked. Enter your e-mail. You’ll get a subscription mail in your mailbox. On the 8th of September, an email with a…

Read more

Fund Insiders Forum uses cookies. Read our cookies policy.