Insurance

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

March & April 2019 – CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 314 for March & April 2019. This edition of COMMENT looks at four issues: Business Overhead Insurance, Beware of RRSP Over-Contributions, Rights or Things, and Employee Death Benefit. Read … 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

May & June 2018 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 309 for May & June 2018. This edition of Comment looks at three issues: expanding the CRA’s inventory of data assets, measuring the economic cost of … read more

November & December 2017 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 306 for November & December 2017. This edition of Comment looks at three issues: Tax-free Growth Worth Understanding, Tax Assessments and Reassessments, and Canada/Quebec Pension … 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

May & June 2017 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 303 for May & June 2017. This edition of Comment looks at four issues: prescribed interest rates, charitable donations, the changing face of Canada’s labour market, … read more

January & February 2017 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 301 for January & February 2017. This edition of Comment looks at three issues: when contracts result in unintended tax consequences, a new year: revisiting marginal … read more

November & December 2016 CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 300 for November & December 2016. This edition of Comment looks at: important changes to principal residence exemption, changes to the capital dividend account, … read more