PRESENTS
LIFE INSURANCE AS AN ASSET CLASS
Join us for this informative lunch and learn about the life insurance industry to discover creative insurance strategies offered by Union Insurance Brokerage Corporation and its related businesses.
Date: May 28, 2026
Time: 11:45 a.m. – 1:15 p.m.
Location: The Fairmont Palliser – Canadian Pacific Boardroom (133 9 Ave S.W.)
Who Should Attend?
Business owners and accredited investors
In this insightful session, you will learn:
- About Union Insurance Brokerage Corporation and the unique way that it approaches the life insurance industry
- Case studies showcasing how entrepreneurs are using life insurance to have their money working in two places at once – get a big life insurance policy, financed and paid by someone else, and positive cash flow
- How to deal with the death of a shareholder
- How to equalize estate outcomes for children
- How to use split dollar whole life insurance to achieve tax benefits during your lifetime, with or without financing, and large death benefits
Please RSVP. Space is limited to 20 attendees. Guests welcomed.
About the Speaker
David Hawreluk, CEO, Union Financial
David Hawreluk obtained his law degree from Queen’s University in 1993 and has practiced as a partner at both national and global law firms, including serving in leadership roles such as office managing partner and national Executive Committee member. He is currently a partner at DLA Piper Canada LLP in the Litigation, Arbitration and Investigations group. In 2022, David was appointed King’s Counsel in recognition of his contributions to law and community.
In addition to his legal career, David is a passionate businessman and entrepreneur. He has managed investment properties, farmland, and industrial developments, and is the founder of Union Lending Corporation, and Union Insurance Brokerage Corporation.
About Union Financial
Union Financial is a multi-division (private lending, wealth management, insurance) financial group serving entrepreneurs, business owners, accredited investors and high-net-worth families across Western Canada.
When a borrower finds themselves outside traditional bank’s lending parameters, Union Lending specializes in crafting custom loans between $400,000 and $15,000,000 to help them achieve their business goals. With more than $285 million in loans brokered to date, our team of expert lawyers and commercial bankers can take a creative approach to structuring asset-backed financing solutions that meet the needs of both borrowers and investors alike.