Viewpoints about Insurance
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Minimizing taxes on death
Nobody likes to think about their death and pay more tax than they have to. But, with a little planning you can minimize the taxes your estate might pay at death.
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Common wealth transfer mistakes (Quebec edition)
Transferring assets so they end up with the people selected in the manner intended doesn't always go as planned.
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Canadian Taxation of Life Insurance
The tenth edition of Canadian Taxation of Life Insurance is now available. Current to August 1, 2019, this book has what you need to know about the taxation of life insurance and how life insurance strategies can enhance your clients' financial and estate planning.
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Taxation of critical illness and disability insurance living benefits products
Critical illness and disability policy benefits are taxed differently than life insurance. Get a primer on the tax treatment of these living benefits products.
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Insurance upgrade
AI and Insurance: getting the right coverage is easier – and faster – than you may think.
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