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Coach clients through death claims

The process should start while clients are still alive

Should small businesses insure key people?

A look at the considerations and different policies

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 September 19, 2018
  • 00:00

Quirks and foibles with insurance policy loans

Tax consequences associated with policy loan transactions

  • By: Kevin Wark
  • May 11, 2018 September 12, 2018
  • 00:00
family life insurance, family services, family policy and supporting families concepts businessman with protective gesture and silhouette representing young family

Article series: Tax and insurance

A full list of articles in this series by Kevin Wark

  • By: Staff
  • May 11, 2018 September 12, 2018
  • 00:00

Accessing insurance policy value through a policy loan

An expert offers the details, including tax consequences

  • By: Kevin Wark
  • March 19, 2018 September 4, 2018
  • 00:00

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

Learn about innovative trends that could benefit your clients

Saskatchewan repeals PST on insurance premiums

There will be no longer be a provincial sales tax on agriculture, life and health insurance premiums

Deducting the cost of life insurance

Part five of a series on tax and insurance

  • By: Kevin Wark
  • January 24, 2018 September 10, 2018
  • 17:12

How net cost of pure insurance affects policies

Adjusted cost base, collateral insurance deduction affected

  • By: Kevin Wark
  • December 20, 2017 September 4, 2018
  • 14:30

How to determine an insurance policy’s ACB

Several transactions either increase or decrease adjusted cost base

  • By: Kevin Wark
  • November 15, 2017 September 4, 2018
  • 11:00
Close-up. Smiling young businesswoman holding cardboard box with her things.

What you should know about EI benefit changes

Parents and caregivers are affected

  • By: Staff
  • November 9, 2017 September 10, 2018
  • 15:08

Why mortgage life insurance may not be the best bet

For coverage and cost, clients can probably do better

  • By: Allan Tong
  • November 9, 2017 August 28, 2018
  • 15:02

Great-West Life launches pilot program to help students with debt

The program works with select employers and their eligible employees

  • By: Staff
  • October 24, 2017 September 10, 2018
  • 09:30

SLi, ivari launch life insurance products

Guaranteed coverage is available up to $50,000 for those aged 40 to 79

  • By: Staff
  • October 5, 2017 September 10, 2018
  • 12:22

Advise clients on insurance in unstable countries

Three experts weigh in

  • By: Allan Tong
  • April 13, 2017 September 10, 2018
  • 13:57

This advisor never thought he’d need CI coverage. Then he did

What he learned after becoming a statistic

First estimate of Fort Mac losses as high as $45 million

The initial estimate from the wildfire is $35 million to $45 million