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Close up on a file tab with the word life insurance, focus on the main text and blur effect. Concept image for illustration of family protection policy

Life insurers welcome new rules for deposits

Saskatchewan amends insurance regulations for accepting deposits

Hand holding a paper home, car, family on green background, insurance concept

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

Provincial insurance taxation weighs on consumers

  • By: Staff
  • October 3, 2018 October 3, 2018
  • 17:11
Indian Couple Meeting With Financial Advisor At Home

FSCO releases customer fair treatment guideline

The guideline includes eight principles

  • By: Staff
  • October 1, 2018 October 1, 2018
  • 09:53
calculating numbers for income tax return with glasses pen and calculator

CCIR and CISRO provide guidance on treating customers fairly

The guidance is based on key principles

  • By: Staff
  • September 28, 2018 October 1, 2018
  • 15:10
Close up of mouse trap on old wooden table

Immediate leveraged insurance: Tips and traps

Watch out for these issues

  • By: Kevin Wark
  • September 12, 2018 September 12, 2018
  • 15:14
Sheltering

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

What you should know about EI benefit changes

Parents and caregivers are affected

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

Advise clients on insurance in unstable countries

Three experts weigh in

  • By: Allan Tong
  • April 13, 2017 October 26, 2018
  • 13:57

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

What he learned after becoming a statistic