Succession Planning
July & August 2012 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 274 for July and August 2012. This issue deals with Jointly-Owned Property, An Overview of the Alternative Minimum Tax, Retirement Planning and Caring … read more
May & June 2012 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 273 for May and June 2012. This issue deals with Residence of a Trust, Insured Annuities and A Score That Truly Matters. Read … read more
March & April 2012 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 272 for March and April 2012. This issue deals with Personal Services Business Changes, Maximizing Old Age Security and Charitable Giving. Read Full … read more
Succession Planning
Succession planning poses unique set of challenges for a private business owner and the company. It has been found that the survival rate of a privately held business from one generation to the next depends, in part, on the caliber … 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