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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
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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 life insurers are investing with ESG in mind

P&C insurers aren't the only ones worried about climate change

Great-West Life introduces digital life insurance platform

The application for products with 10- and 20-year terms will be simpler

  • By: Staff
  • March 12, 2019 March 12, 2019
  • 11:26

Big three life insurers had improved results in 2018: Fitch

The rating agency predicts another strong year in 2019

  • By: Staff
  • March 11, 2019 March 11, 2019
  • 16:39

RBC Insurance introduces rider for compassionate care

The rider pays a monthly benefit to allow for time away from work

  • By: Staff
  • January 15, 2019 January 16, 2019
  • 13:58

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