Life insurance

Help a client who’s lost insurance paperwork Fallback Image Decorative pattern

Life

Help a client who’s lost insurance paperwork

In-Kyung Choi, 48, is an anchor for a local news station in Halifax. Retirement’s almost 20 years away, but she’s recently changed advisors because she felt her assets weren’t producing adequate returns. Her new advisor asks her to do an asset inventory as part of the planning process. The exercise jogs her memory. Her late father had mentioned a life insurance policy he took out on her when she was born. Problem is, she doesn’t know which company issued it, how much it’s worth or if it’s still active. The policy could have significant cash value, so In-Kyung’s determined to track it down.

By Dean DiSpalatro |April 4, 2014

5 min read

Smog insurance for your next trip to China Fallback Image Decorative pattern

Economic Indicators

Smog insurance for your next trip to China

Smog in China is so bad that local travel website Ctrip.com offers smog insurance to its customers, reports China Daily.

By Staff |March 26, 2014

1 min read

Tax consequences of transferring life insurance Fallback Image Decorative pattern

Life

Tax consequences of transferring life insurance

Breaks are available for qualifying clients

By James and Deborah Kraft |March 14, 2014

5 min read

Account properly for corporate-owned life insurance Fallback Image Decorative pattern

Life

Account properly for corporate-owned life insurance

Here’s what you need to know

By James and Deborah Kraft |February 14, 2014

4 min read