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If you practice estate or financial planning, you need the latest edition of Canadian Taxation of Life Insurance.
An insurance trust is a trust created by a policy owner (settlor) to ensure proceeds are distributed to the beneficiaries of the trust in a way that meets the settlor’s goals.
Canada’s leading insurance and estate planning advisors, David Wm. Brown passed away on February 17 in Toronto.
The value of an advisor is needed now more than ever.
Capital loss planning for a corporation.
Insurance enjoys more artificial intelligence upgrades.
Growing your practice with exceptional service.
Refining and adjusting insurance needs and estate plans.
A frequent tax question related to life insurance centres on the transfer of a policy out of a client’s corporation.
What’s new at Manulife Insurance. A collection of important updates for advisors.