Combining our strengths |
- Learn more about our proposed amalgamation and how it impacts you and your clients
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Don't forget to check out the new Canada Life retirement solutions toolkit! |
- The toolkit has everything you need to know about Canada Life annuities, Lifetime Income Benefit (LIB) and estate protection solutions, so you can start providing these solutions to your clients right away
- Canada Life retirement solutions are a great way to help build up your wealth business, and the toolkit provides you with forms, applications, support and marketing materials you can give to your clients, all in the new Canada Life brand
- Check out the toolkit now!
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Tax reference guide for life insurance ownership transfers |
- Learn about the tax implications of transferring a life insurance policy in many different situations
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Cash surrender value impact on share value at death |
- On death, there’s concern over how a corporate-owned life insurance policy may affect the value of the deceased’s private company shares for tax purposes
- However, there are situations where a policy’s cash value may not impact the valuation of the shares for tax purposes, or at least, the impact is less than anticipated
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