Life

Decorative pattern

Eliminate lesser-known insurance taxes, C.D. Howe says

Provincial insurance taxation weighs on consumers

By Staff |October 3, 2018

2 min read

Decorative pattern

Immediate leveraged insurance: Tips and traps

Watch out for these issues

By Kevin Wark |September 12, 2018

4 min read

Coach clients through death claims

Coach clients through death claims

The process should start while clients are still alive

By Suzanne Yar Khan |July 23, 2018

5 min read

Decorative pattern

Should small businesses insure key people?

A look at the considerations and different policies

By Suzanne Yar Khan |July 16, 2018

4 min read

Decorative pattern

Using life insurance under new passive income rules

Life insurance should already be on the radar of business owners

By Katie Keir |July 9, 2018

8 min read

Decorative pattern

Estate Planning

Why clients should play it straight with the collateral insurance deduction

A recent Tax Court case debunked a common misconception

By Kevin Wark |June 28, 2018

4 min read

Decorative pattern

Quirks and foibles with insurance policy loans

Tax consequences associated with policy loan transactions

By Kevin Wark |May 11, 2018

4 min read

Decorative pattern

Estate Planning

Article series: Tax and insurance

A full list of articles in this series by Kevin Wark

By Staff |May 11, 2018

1 min read

Decorative pattern

Accessing insurance policy value through a policy loan

An expert offers the details, including tax consequences

By Kevin Wark |March 19, 2018

4 min read

Decorative pattern

How to make life insurance products better in a rising-rate environment

Learn about innovative trends that could benefit your clients

By Pierre Ghorbanian |March 9, 2018

5 min read

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