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News and Media

Life Insurance:

The Globe and Mail - TAX MATTERS

Five reasons to be nice to your insurance agent

By Tim Cestnick

Published: July 22, 2009

 

The Globe and Mail - TAX MATTERS

The pros of a permanent life insurance policy

By Tim Cestnick

Published: August 6, 2009

 

The Globe and Mail

INSURANCE CALCULATOR - Life insurance needs - Estimate your life insurance requirements.

Published: January 26, 2011

 

The Globe and Mail - MONEY MONITOR CP VIDEO

A guide to life insurance - What kind of life insurance is right for you?                                

Canadian Press reporter Sunny Freeman breaks down what you should consider when purchasing coverage.

Published: October 5, 2012

 

The Globe and Mail - HOUSEHOLD FINANCES

It’s not fun or sexy but life insurance is a must for all families 

By Jane Taguicana

The Canadian Press

Published: October 8, 2012

 

Universal Life Insurance:

The Globe and Mail - Financial Planning

Articles from Canadian MoneySave
Storm Clouds Rising? - Universal Life

By Robert Barney

Published: March 2012

 

Whole Life Insurance:

The Toronto Star

Using life insurance to your (tax) advantage

By Ellen Roseman On Your Side

Published: April 29, 2007

 

Financial Post

INVESTING Canada's source for market intelligence

Whole life insurance can improve returns, reduce risk.

By David Pett

Republish Reprint: January 13, 2010 

 

The Guardian

Ways to cut down life insurance premiums: start early, quit smoking

Published: October 5, 2012 

 

Corporate Owned Life Insurance

CCH - Life Insurance Estate Planning

Introduction to Corporate-Owned Life Insurance

This month's article is an excerpt from CCH's Estate Planning for Financial Advisors issue No. 119 dated January 2009. The following is an excerpt from Estate Planning with Life Insurance, 4th edtion, 2008, Glenn R. Stephens, CCH Canadian Limited.

 

ADVISOR.CA

THE POWER OF CORPORATELY-OWNED INSURANCE

By John Klotz

Published: May 11, 2010

 

The Globe and Mail - WEALTH MANAGEMENT - INSURANCE

A way to pass on wealth without the burden of tax

By Paul Brent

Published: April 15, 2011

 

The Financial Post

Five ways insurance can give you an edge

By Ted Ratchsheffen

Published: December 11, 2012

 

Tax Interpretations.comREVIEWING JUDICIAL AND CRA INTERPRETATIONS OF CANADIAN TAX LAW, AND TRANSACTIONAL IMPLICATIONS

2012-0473561E5 E – Corporate-owned life insurance

Please note that the following document, although believed to be correct at the time of issue, may not represent the current position of the CRA.

Published: February 4, 2013

 

CA. Magazine

Evaluating corporate-owned life insurance

By Jeff Sniderman

Published: May 2013

 

Buy/Sell Agreements

ADVISOR.CA

BUY-SELL INSURANCE CAN BE A TOUGH SELL

By Al Emid  

Published: April 4, 2011

 

Key Man Insurance

The Globe and Mail

Protect your business with key-person insurance

By Chris Griffiths

Published:  June 26, 2012

 

Holding Companies

The Globe and Mail - TAX MATTERS

Eight ways to make life insurance work for you

By Tim Cestnick

Published: October 24, 2012

 

Real Estate Taxation and Funding

CRA - Canada Revenue Agency

Deemed disposition of property

 

The Globe and Mail - TAX MATTERS

Avoid pitfalls when transferring assets to kids

By Tim Cestnick

Published: July 03, 2013








     

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