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Now available – 11th edition of Canadian Taxation of Life Insurance
If you practice estate or financial planning, you need the latest edition of Canadian Taxation of Life Insurance.
Understanding insurance trusts
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.
Manulife loses a lifelong valued partner and a true gem: David Wm. Brown
Canada’s leading insurance and estate planning advisors, David Wm. Brown passed away on February 17 in Toronto.
Stand above the crowd
The value of an advisor is needed now more than ever.
Capital dividend account (CDA) and life insurance
Capital loss planning for a corporation.
AIDA underwriting 2.0
Insurance enjoys more artificial intelligence upgrades.
Bring the magic
Growing your practice with exceptional service.
Finding opportunities and empowering clients
Refining and adjusting insurance needs and estate plans.
CORPORATIONS AND LIFE INSURANCE POLICIES
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
What’s new at Manulife Insurance. A collection of important updates for advisors.