July & August 2020 – CLU Comment

  The Institute                

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 319 for July & August 2020.This edition of COMMENT looks at three issues: Underwriting insurance during a pandemic, tax implications of accessing a life insurance policy’s cash value, and transferring a life insurance policy to a shareholder from a corporation.

Read the full CLU Comment