Equitable Bank uses whole life insurance to fund retirement
Clients can borrow up to 90% of their policy's cash surrender value
Latest news in Life
Insurers turn to tech as broker’s role in doubt: KPMG
An industry survey finds the regulatory burden is a top concern
- By: Staff
- December 7, 2018 December 7, 2018
- 13:10
Life insurers welcome new rules for deposits
Saskatchewan amends insurance regulations for accepting deposits
- By: The Canadian Press
- October 30, 2018 October 30, 2018
- 14:21
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
Immediate leveraged insurance: Tips and traps
Watch out for these issues
- By: Kevin Wark
- September 12, 2018 September 12, 2018
- 15:14
Coach clients through death claims
The process should start while clients are still alive
- By: Suzanne Yar Khan
- July 23, 2018 September 10, 2018
- 00:00
Should small businesses insure key people?
A look at the considerations and different policies
- By: Suzanne Yar Khan
- July 16, 2018 September 10, 2018
- 00:00
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
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
- By: Pierre Ghorbanian
- March 9, 2018 October 3, 2018
- 14:00
Saskatchewan repeals PST on insurance premiums
There will be no longer be a provincial sales tax on agriculture, life and health insurance premiums
- By: Staff, with files from The Canadian Press
- February 27, 2018 September 10, 2018
- 09:11
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
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
How life insurance is taxed
Get primed on how insurance can add value to your clients' estates
- By: Kevin Wark
- September 21, 2017 September 4, 2018
- 13:00
When should young people buy life insurance?
Insurance isn't only for those with dependants
- By: Sara Tatelman
- September 14, 2017 August 29, 2018
- 13:00
Opinion: Why insurance advisors should care about small biz tax proposals
Small business is up in arms about the proposals on tax planning using private corporations
- By: David Wm. Brown
- September 12, 2017 October 9, 2018
- 06:00
How life insurance can still protect clients, despite tax changes
Adapt to the new normal of life insurance changes
- By: David Wm. Brown
- June 30, 2017 September 4, 2018
- 09:21
Why you need to help millennials understand life insurance
Financially, millennials have a lot on their plates
- By: Staff
- June 20, 2017 September 10, 2018
- 10:57
Insurers lose genetic testing fight
Canadian insurers can no longer ask applicants to disclose genetic test results
- By: Susan Goldberg
- May 10, 2017 September 10, 2018
- 14:20