Insurance

Help a client who’s lost insurance paperwork

In-Kyung Choi, 48, is an anchor for a local news station in Halifax. Retirement’s almost 20 years away, but she’s recently changed advisors because she felt her assets weren’t producing adequate returns. Her new advisor asks her to do an asset inventory as part of the planning process. The exercise jogs her memory. Her late father had mentioned a life insurance policy he took out on her when she was born. Problem is, she doesn’t know which company issued it, how much it’s worth or if it’s still active. The policy could have significant cash value, so In-Kyung’s determined to track it down.

By Dean DiSpalatro |April 4, 2014

5 min read

Equitable Life launches new term insurance

Equitable Life of Canada has announced the introduction of Term 30/65, an addition to its term life insurance lineup.

By Staff |March 25, 2014

1 min read

Tax consequences of transferring life insurance

Breaks are available for qualifying clients

By James and Deborah Kraft |March 14, 2014

5 min read

Account properly for corporate-owned life insurance

Here’s what you need to know

By James and Deborah Kraft |February 14, 2014

4 min read