Analyze the impact of unions and breakups

Find out how marriage, civil union, separation, and divorce affect insurance contracts and insurance annuities.

Understand the Law and Regulations

Learn how to apply the rules of the Civil Code of Québec, the Parental Union Act, and the LRCR to insurance contracts.

Identify rights and prevent errors

Learn about the different types of pensions, understand the rights of eligible spouses, and avoid costly mistakes in estate planning.

About the course

Finally, here is a course that connects the world of family law and pension plans with that of insurance. Designed by an experienced lawyer specializing in insurance, it offers you a clear and concrete overview of the impact that unions, separations, and remarriages have on your clients' insurance contracts and assets. Essential knowledge that is immediately useful in your daily practice.  1 PDU in Compliance (Chambre de l'Assurance) and 1 NP (IPF)

About the author

and health insurance law and compliance. She has been practicing in Quebec for over thirty years and has worked with the industry's major players: insurers, law firms, regulators, and professional training organizations. Author of the AMF's Guide for Responsible Managers and several reference works on life and health insurance, Ms. Tremblay is recognized for her ability to make the most complex legal concepts clear, concrete, and applicable. Her training courses combine legal rigor with real-world practicality. They combine lectures, interactive quizzes, and case studies inspired by real cases or recent case law, enabling financial services professionals and lawyers to better understand legal issues they are unfamiliar with—and avoid costly mistakes for their clients.

Contenu du cours

8 Chapters · 37 Lessons

  1. 1

    Introduction to Family Law and Insurance

    1. Introduction Free preview
    2. Course objectives Free preview
    3. (Included in full purchase)

      Code of Ethics

    4. (Included in full purchase)

      Presentation in English

  2. 2

    Patrimony and matrimonial regimes

    1. (Included in full purchase)

      Types of Matrimonial Regimes

    2. (Included in full purchase)

      Family Patrimony

    3. (Included in full purchase)

      Avoquiz - Parental Union Patrimony

    4. (Included in full purchase)

      Avoquiz

    5. (Included in full purchase)

      Answer - Parental Union

  3. 3

    Designation of spouses

    1. (Included in full purchase)

      Designation of a Spouse

    2. (Included in full purchase)

      Designation of common-law spouse or domestic partner

    3. (Included in full purchase)

      Avoquiz - Stéphanie and Antoine

    4. (Included in full purchase)

      Quiz & Answer

    5. (Included in full purchase)

      Avoquiz - Karine & Étienne

    6. (Included in full purchase)

      Quiz & Answer

  4. 4

    End of unions

    1. (Included in full purchase)

      End of the marriage and consequences for insurance

    2. (Included in full purchase)

      End of common-law marriage

    3. (Included in full purchase)

      Avoquiz - Jeanne et Sébastien

    4. (Included in full purchase)

      Quiz & Answer

    5. (Included in full purchase)

      End of Parental Union

    6. (Included in full purchase)

      Parental union and its effects on insurance products

  5. 5

    Insurer's annuity

    1. (Included in full purchase)

      Insurance annuities and family law

    2. (Included in full purchase)

      Impact of unions on pensions

    3. (Included in full purchase)

      Locked-in pensions—priority to spouse

  6. 6

    Pension and family assets

    1. (Included in full purchase)

      Pension and family assets

    2. (Included in full purchase)

      Avoquiz - LIRA

    3. (Included in full purchase)

      Quiz and Answer

    4. (Included in full purchase)

      Registered pensions and family assets

  7. 7

    Who is the eligible spouse?

    1. (Included in full purchase)

      LIF and LIRA: Who is the Spouse?

    2. (Included in full purchase)

      Avoquiz - De facto separation and LIRA

    3. (Included in full purchase)

      Avoquiz - De facto separation and LIRA

    4. (Included in full purchase)

      Marriage Breakdown and lost of qualification

    5. (Included in full purchase)

      De facto Separation of Married Spouses

    6. (Included in full purchase)

      Avoquiz - Answer - Impact of a de Facto separation on a LIRA

  8. 8

    Checklist and best practices

    1. (Included in full purchase)

      Checklist and best practices

    2. (Included in full purchase)

      Final Word

    3. (Included in full purchase)

      Final Test - 10 questions