Corporate Ownership
July & August 2020 – CLU Comment
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 … read more
September & October 2018 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 311 for September & October 2018. This edition of Comment looks at three issues: total remuneration extends beyond salary, Canadian generosity, and corporate ownership of a … read more
September & October 2017 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 305 for September & October 2017. This edition of Comment looks at three issues: can a corporate-owned life insurance policy be paid as a dividend in-kind, … read more
July & August 2017 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 304 for July & August 2017. This edition of Comment looks at two issues: charitable giving of corporate-owned life insurance, and joint tenancy in the … read more
July & August 2014 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 286 for July and August 2014. This issue deals with: Eligibility for the pension benefits tax credit, optimizing Old Age Security payments, the … read more
September & October 2013 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 281 for September and October 2013. This issue deals with: OAS Changes Warrant Careful Attention When Planning; Capital Dividend trapped by Circumstances; Corporate … read more
Long-term planning falls by the wayside
When Canada’s insurance companies have too much on the go, they call on Simon Bell and Chris Murumets, co-founders of Toronto-based LOGiQ3 Corp. Most of their business is in reinsurance, taking on underwriting, auditing and other responsibilities for larger financial … read more
Reducing the impact of the unexpected
Experienced personnel are the building blocks of a successful organization. Their knowledge and skills drive profitability; their relationships and reputations generate goodwill; and their experience ensures sound decision-making. Therefore, their loss affects the business negatively. Due to size and succession … read more