Insurance
July & August 2015 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 292 for July & August 2015. This edition of Comment looks at: charitable gift: differing tax incomes, interest expense, and joint tenancy can add complications. Read … read more
May & June 2015 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 291 for May & June 2015. This edition of Comment looks at: tax changes and corporate-owned life insurance. Read full CLU Comment
March & April 2014 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 284 for March and April 2014. This issue deals with: “Kiddie” Tax Net Continues To Expand, Shareholder Loans: Beware Of Taxable Events, Canadian Farm Operations … 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
July & August 2013 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 280 for August and September 2013. This issue deals with: A Glimpse at the Tax Proposals for Testament Trusts, Part-Time Farmers: The Value of … read more
May & June 2013 CLU Comment
We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 279 for May and June 2013. This issue deals with Testamentary Trusts in the Spotlight, First-Time Donor’s Super Credit, Portable Life Insurance and … 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
The cost of life insurance is set to jump
The cost of life insurance in Canada is set to jump so if you are at all considering getting some, now is the time to act, says one certified financial planner. “Rates will never again be this low for permanent … 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